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CIT: IndexSelect Moderate Retirement Fund Class I (WISMRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.86
+0.04 (0.26%)
Oct 15, 2026, 4:00 PM EST
Fund Assetsn/a
Expense Ration/a
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close16.81
YTD Return5.80%
1-Year Return7.29%
5-Year Returnn/a
52-Week Low15.57
52-Week High16.99
Beta (5Y)n/a
Holdingsn/a
Inception Daten/a

About WISMRX

IndexSelect Moderate Retirement Fund Class I is a professionally managed mutual fund designed to help investors achieve retirement objectives through a balanced and diversified investment approach. As a member of the IndexSelect target date fund family, it primarily serves individuals planning for retirement by offering a moderate risk profile that balances stability and potential growth. The fund automatically adjusts its asset allocation over time, gradually reducing exposure to equities and increasing holdings in more conservative assets, such as bonds and capital preservation vehicles, as the investor approaches retirement. This strategic glidepath aims to protect savings while seeking growth during earlier years and limiting volatility near retirement. IndexSelect funds employ open architecture for manager selection and incorporate independent fiduciary oversight for asset allocation. Investments span global equities, U.S. inflation-protected bonds, and other fixed income securities, offering robust diversification across asset classes. The moderate glidepath is tailored for investors with average savings rates and balances, aiming to balance long-term returns and portfolio stability in retirement. Serving millions of retirement plan participants, IndexSelect funds play a significant role in modern retirement planning by simplifying the investment process, offering flexibility to match varying risk tolerances, and adjusting as needs evolve over time.

Stock Exchange Nasdaq
Ticker Symbol WISMRX

Performance

WISMRX had a total return of 7.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.81%.