Sage KIS Cash Balance Moderate Strategy Sheet 3Q21

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

  • DATE: October 5, 2021
  • TYPE: PDF
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Featured Insights

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Cash Balance

Cash Balance Strategy Monitor September 2021

This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution . . .

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Cash Balance, Retirement

Sage KIS Cash Balance Conservative Strategy Sheet 3Q21

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

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Cash Balance, Retirement

Sage KIS Cash Balance Ultra Conservative Strategy Sheet 3Q21

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

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