CIT: MyCompass Index Aggressive 2055 Fund Class R (WMCADX)

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	23.93
YTD Return	14.92%
1-Year Return	22.62%
5-Year Return	66.26%
52-Week Low	19.40
52-Week High	24.11
Beta (5Y)	0.94
Holdings	n/a
Inception Date	n/a

About WMCADX

The MyCompass Index Aggressive 2055 Fund Class R is a target date mutual fund designed to help long-term investors accumulate wealth for retirement, with a focus on those planning to retire around the year 2055. This fund employs an aggressive asset allocation strategy, seeking to maximize growth by investing predominantly in equities, both U.S. and international, complemented by exposure to bonds, commodities, and real estate investment trusts. It utilizes a diversified, professionally managed portfolio that is regularly adjusted via a 'glidepath'—a methodology that gradually shifts the asset mix towards more conservative holdings as the target date approaches. Notably, the fund offers open-architecture manager selection and emphasizes low management costs. The MyCompass Index series distinguishes itself by allowing investors flexibility to tailor risk levels to their personal retirement goals and risk tolerance. This fund plays a significant role in retirement planning by providing a straightforward, all-in-one investment solution that adapts over time, aiming to support wealth growth early on and risk moderation closer to retirement.

• Stock Exchange: NASDAQ
• Ticker Symbol: WMCADX

Performance

WMCADX had a total return of 22.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.02%.

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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