CIT: Core Plus Bond Fund R1 Class R1 (WTLRQX)
| 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 | 10.77 |
| YTD Return | 0.45% |
| 1-Year Return | 4.96% |
| 5-Year Return | 1.39% |
| 52-Week Low | 10.25 |
| 52-Week High | 10.95 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WTLRQX
Wilmington Trust Collective Investment Trust – Core Plus Bond Fund R1 is a collective investment trust specializing in the fixed income segment, with an emphasis on achieving total return through a combination of current income and capital appreciation. The fund primarily invests in a diversified portfolio of bonds, seeking to maximize total return in line with prudent investment management and liquidity needs. Its investment approach typically allows for a flexible allocation across a broad spectrum of fixed income securities, aiming for an average duration within 30% of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund is sub-advised by experienced asset managers, such as Western Asset Management Company, and is designed to serve institutional investors, including retirement plans. Its Core Plus strategy permits allocation to high-quality U.S. bonds as well as opportunities in non-core sectors like high yield and emerging market debt, enhancing return potential while maintaining risk controls. This fund plays a significant role for plan sponsors and fiduciaries who seek a balance of stability and performance within a comprehensive fixed income allocation for large-scale investment portfolios.
Performance
WTLRQX had a total return of 4.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 0.80%.