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CIT: MyCompass Index Aggressive Retirement Fund Class R (WMCAEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.74
+0.03 (0.18%)
At close: Aug 27, 2026
Fund Assetsn/a
Expense Ration/a
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close16.71
YTD Return8.00%
1-Year Return12.03%
5-Year Return32.28%
52-Week Low14.87
52-Week High16.74
Beta (5Y)0.53
Holdingsn/a
Inception Daten/a

About WMCAEX

MyCompass Index Aggressive Retirement Fund is a collective investment trust designed as a risk-based option within a target-date framework for retirement savers with an aggressive risk tolerance. Its primary purpose is to deliver long‑term capital growth through a diversified, index‑oriented asset allocation spanning U.S. equities, non‑U.S. equities, fixed income, and complementary exposures such as commodities and real estate, implemented via underlying funds and a fund‑of‑funds structure. The strategy emphasizes broad market coverage and low‑cost implementation while allowing alignment with investor risk profiles along multiple glidepaths, a feature intended to personalize the path to retirement within a fiduciary‑governed allocation process. Portfolio construction typically concentrates on large‑cap U.S. equities and global developed and emerging markets equities, balanced with government and inflation‑protected bonds to manage volatility over time. As a retirement‑focused vehicle, it falls within the target‑date retirement category and highlights principal risks common to multi‑asset index portfolios, including market volatility, equity and foreign securities risk, fixed‑income and credit risk, and risks associated with underlying funds.

Stock Exchange NASDAQ
Ticker Symbol WMCAEX

Performance

WMCAEX had a total return of 12.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.35%.