Commentaries
Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.
Cash Balance
Sage Cash Balance Moderate CIT Fact Sheet 3Q25
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.
Retirement
Sage Cash Balance CITs Performance Commentary 3Q25
October 22, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.