CIT: IndexSelect Moderate Retirement Fund Class I (WISMRX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.75 |
| YTD Return | 5.24% |
| 1-Year Return | 10.53% |
| 5-Year Return | n/a |
| 52-Week Low | 15.12 |
| 52-Week High | 16.85 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/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.
Performance
WISMRX had a total return of 10.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.05%.