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	29.12
YTD Return	14.74%
1-Year Return	22.39%
5-Year Return	65.84%
52-Week Low	23.65
52-Week High	29.34
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.

• Stock Exchange: NASDAQ
• Ticker Symbol: WISMVX

Performance

WISMVX had a total return of 22.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.67%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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