Sage Cash Balance Moderate Conservative CIT Sheet 1Q24

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.

  • DATE: March 31, 2024
  • TYPE: PDF
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Featured Insights

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Retirement

Sage Cash Balance CITs Performance Commentary 1Q24

April 19, 2024 -- This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.

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Cash Balance, Retirement

Sage Cash Balance Moderate CIT Sheet 1Q24

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.

Learn more >

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Cash Balance, Retirement

Sage Cash Balance Conservative CIT Sheet 1Q24

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 >