Sage Cash Balance Moderate CIT Sheet 2Q24

The Sage Cash Balance Moderate CIT will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.

  • DATE: July 1, 2024
  • TYPE: PDF
generic image

Featured Insights

generic image
Retirement

Sage Cash Balance CITs Performance Commentary 2Q24

July 24, 2024 -- This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.

Learn more >

Cash Balance, Retirement

Sage Cash Balance Moderate Conservative CIT Sheet 2Q24

The Sage Cash Balance Moderate Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.

Learn more >

generic image
Cash Balance, Retirement

Sage Cash Balance Conservative CIT Sheet 2Q24

The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.

Learn more >