CIT: MyCompass Index Aggressive 2045 Fund Class R (WMCACX)
| 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 | 23.94 |
| YTD Return | 11.60% |
| 1-Year Return | 22.77% |
| 5-Year Return | 63.32% |
| 52-Week Low | 19.54 |
| 52-Week High | 24.26 |
| Beta (5Y) | 0.92 |
| Holdings | n/a |
| Inception Date | n/a |
About WMCACX
The MyCompass Index Aggressive 2045 Fund is a target-date collective investment trust designed to help investors maximize their retirement savings by 2045. As part of the MyCompass Index Aggressive Series, it employs an asset allocation strategy tailored for individuals with a long investment horizon and an aggressive risk tolerance. The fund dynamically adjusts its mix of investments over time, with a significant weighting toward equities in the earlier years to pursue growth and gradually reallocating as the target date approaches. Its portfolio is broadly diversified, encompassing U.S. and international stocks, fixed-income securities, and cash equivalents, with a notable emphasis on sectors classified as cyclical, sensitive, and defensive. The fund’s holdings include large allocations to index funds tracking U.S. and global equities, as well as exposure to corporate and government bonds. Managed by flexPATH Strategies, LLC, the MyCompass Index Aggressive 2045 Fund is structured to provide professional oversight, robust diversification, and a disciplined glidepath approach, making it a comprehensive retirement planning solution in the target-date fund category.
Performance
WMCACX had a total return of 22.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.52%.