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D Share Class Fact Sheet.pdf

Balanced_-FIT-Class-D-Fact-Pages-6302019-3.pdf
Preview of D Share Class Fact Sheet
🔗 Source: products.fitrusts.com
📊 Size: 812 KB
📄 Pages: 2 pages
⬇️ Downloads: 30

Summary

Fiduciary Investment Trust Balanced D is a collective investment trust with a CUSIP of 74048B690, sponsored by Comerica Bank & Trust, N.A., and managed by Prime Capital Investment Advisors. The fund has a net expense ratio of 0.65% and a turnover ratio of 42.64%. As of 6/30/2019, the fund's asset allocation is 34% US equity, 19.9% non-US equity, 12.3% US bond, and 4.2% non-US bond. The fund's investment strategy targets a 60/40 equity to fixed income ratio and seeks moderate growth with below-market volatility. The fund's performance is available, with returns of 7.08% for 1 year, 8.30% for 3 years, and 5.29% for 5 years, as of 6/30/2019.

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Description

Fiduciary Investment Trust Balanced D is a collective investment trust with a CUSIP of 74048B690, sponsored by Comerica Bank & Trust, N.A., and managed by...

Technical Information

  • File Format: PDF
  • File Size: 812 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 30
  • Last Updated: 1 week ago

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