Sage KIS Cash Balance Ultra Conservative Strategy Sheet 2Q21

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.

  • DATE: July 5, 2021
  • TYPE: PDF

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Cash Balance, Retirement

Sage KIS Cash Balance Conservative Strategy Sheet 2Q21

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 Moderate Strategy Sheet 2Q21

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.

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Cash Balance Strategy Monitor June 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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