Sage KIS Cash Balance Moderate Strategy Sheet 4Q19

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. The Strategy will invest primarily in fixed-income market segments. A target asset allocation will be set at the beginning of each calendar year. Tactical allocation changes will be made throughout the year based on changing economic and market conditions. As the Strategy makes progress towards the annual return target, the risk profile of the Strategy will likely be reduced.

  • DATE: January 22, 2020
  • TYPE: PDF

Featured Insights

Cash BalanceRetirement

Sage KIS Cash Balance Moderate Strategy Sheet 3Q19

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 . . .

Learn more >

Cash BalanceRetirement

Sage KIS Cash Balance Conservative Strategy Sheet 3Q19

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 . . .

Learn more >

Cash BalanceRetirement

Sage KIS Cash Balance Ultra Conservative Strategy Sheet 3Q19

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 . . .

Learn more >