CIT: IndexSelect Moderate 2055 Fund Class I (WISMVX)
| 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 | 28.21 |
| YTD Return | 12.00% |
| 1-Year Return | 23.76% |
| 5-Year Return | 66.14% |
| 52-Week Low | 22.84 |
| 52-Week High | 28.61 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WISMVX
The Wilmington Trust Collective Investment Trust I IndexSelect Moderate 2055 Fund is a professionally managed target date fund developed for long-term investors seeking a moderate risk profile. Its primary objective is to help investors maximize their retirement savings through a diversified asset allocation strategy tailored to individuals planning to retire around the year 2055. The fund's portfolio is composed of a blend of global equities, fixed income securities, real estate, and commodities, with significant allocations to major index funds such as the BlackRock Russell 1000 Index and MSCI ACWI ex-U.S. Index. This diversified approach aims to balance growth potential with risk management, adjusting its mix of assets over time as the target date approaches. The fund is suited for investors with a moderate risk tolerance and benefits from open-architecture manager selection, leveraging expertise from leading asset managers. Established in 2019 and managed by Wilmington Trust, this fund plays a significant role in retirement planning by offering a comprehensive, all-in-one investment solution that evolves to meet investors’ needs through various market environments.
Performance
WISMVX had a total return of 23.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.55%.