Sage Cash Balance Moderate CIT Sheet 4Q23

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: January 1, 2024
  • TYPE: PDF
generic image

Featured Insights

generic image
Retirement

Cash Balance CITs Performance Commentary

Cash Balance, Retirement

Sage Cash Balance Conservative CIT Sheet 4Q23

The Sage Cash Balance 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 Ultra Conservative CIT Sheet 4Q23

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

Learn more >