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CIT Minimums Shifting Down Market

  • Over the last five years, two-thirds of collective investment trusts (CITs) launches had a minimum of $10 million or less.
  • According to the Retirement Leadership Forum, 54% of asset managers reported increased demand for CITs in retirement plans between $10 million and $50 million.
  • Only 12 CITs launched since 2016 have a minimum of $100 million or higher.

CIT Launches Over the Past Five Years

cit minimums 15

 Source: Morningstar Direct