It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ CIT GROUP INC. SAVINGS INCENTIVE PLAN

CIT GROUP INC. SAVINGS INCENTIVE PLAN Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
CIT GROUP, INC. SAVINGS INCENTIVE PLAN
Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 SWDRX Schwab Capital Trust: Schwab Target 2030 Fund
Moderate Allocation FPUKX Fidelity Puritan Trust: Fidelity Puritan Fund; Class K Shares
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
US EQUITY
MID-CAP BLEND WHGMX Advisors' Inner Circle Fund: Westwood SMidCap Fund; Institutional Shares
Small Growth SSETX Dreyfus Investment Funds: Dreyfus/Boston Company Small Cap Growth Fund; Class I Shares
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
Total Available Funds: 10
Asset Class Ticker Description Rating
Others
Target Date 2026-2030 SWDRX Schwab Capital Trust: Schwab Target 2030 Fund
Moderate Allocation FPUKX Fidelity Puritan Trust: Fidelity Puritan Fund; Class K Shares
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares
US EQUITY
MID-CAP BLEND WHGMX Advisors' Inner Circle Fund: Westwood SMidCap Fund; Institutional Shares
Small Growth SSETX Dreyfus Investment Funds: Dreyfus/Boston Company Small Cap Growth Fund; Class I Shares
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE GROWTH FGCKX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class K Shares
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares
Total Available Funds: 10
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2026-2030 SWDRX Schwab Capital Trust: Schwab Target 2030 Fund 97% 3 60 0 0.42% 11.17%
Moderate Allocation FPUKX Fidelity Puritan Trust: Fidelity Puritan Fund; Class K Shares 68% 3 60 0 0.5% 6.82%
INTERNATIONAL EQUITY
Foreign Large Blend JETIX Artio Global Investment Funds: Artio International Equity Fund II; Class I Shares 93% 3 60 0 0.9% 2.45%
WORLD STOCK RNPFX New Perspective Fund; Class R-5 Shares 91% 3 60 0 1.47% 7.17%
US EQUITY
MID-CAP BLEND WHGMX Advisors' Inner Circle Fund: Westwood SMidCap Fund; Institutional Shares 90% 3 60 0 0.68% 5.48%
Small Growth SSETX Dreyfus Investment Funds: Dreyfus/Boston Company Small Cap Growth Fund; Class I Shares 85% 3 60 0 1% 0.75%
LARGE VALUE VWNAX Vanguard Windsor Funds: Vanguard Windsor II Fund; Admiral Shares 81% 3 60 0 0.26% 11.95%
LARGE GROWTH RGAFX Growth Fund of America 75% 3 60 0 0.63% 11.32%
LARGE GROWTH FGCKX Fidelity Mt Vernon Street Trust: Fidelity Growth Company Fund; Class K Shares 68% 3 60 0 0.79% 5.93%
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Bond Index Funds: Vanguard Inflation-Protected Securities Fund; Admiral Shares 91% 3 60 0 0.07% 4.51%
Average Expense Ratio: 0.67%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The investment options have not been imported yet.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.