The FIT Growth Portfolio is managed for those investors who are seeking portfolio appreciation, and willing to accept a higher level of volatility and risk to achieve that goal.
Sponsor: Comerica Bank & Trust, N.A.
Manager: Prime Capital Investment Advisors, Investment Manager for the Fund under Section 3(38) of ERISA
Allianz Global Investors
American Funds, Capital Research and Management
Blackrock Investments, LLC
Comerica Bank & Trust, N.A.
Dimensional Fund Advisors
Oppenheimer Funds Investment Management
Prudential Investment Management Services, LLC
Vanguard Group, Inc.
| Microsoft Corp | 0.78% |
| Apple Inc | 0.73% |
| JPMorgan Chase & Co | 0.49% |
| Alibaba Group Holding Ltd ADR | 0.47% |
| Johnson & Johnson | 0.45% |
| Exxon Mobil Corp | 0.42% |
| Facebook Inc A | 0.41% |
| Wells Fargo & Co | 0.35% |
| Amazon.com Inc | 0.35% |
| Berskhire Hathaway Inc. B | 0.32% |
| SECTOR | % | |
 |
Consumer Defensive | 7.41 |
 |
Healthcare | 7.41 |
 |
Utilities | 3.37 |
 |
Communications | 3.81 |
 |
Energy | 5.75 |
 |
Industries | 11.58 |
 |
Technology | 15.67 |
 |
Basic Materials | 5.66 |
 |
Consumer Cyclical | 11.46 |
 |
Financial Services | 16.75 |
 |
Real Estate | 8.75 |
- North America 7.41%
- Central / Latin America 2.34%
- Japan 5.96%
- Australia 1.19%
- Asia – Developed 3.82%
- Asia – Emerging 5.96%
- United Kingdom 4.54%
- Europe – Developed 10.82%
- Europe – Emerging .68%
- Africa / Middle East .94%
Partnerships are available to all fiduciary and non-fiduciary brokers, advisors and consultants, and are structured to:
Provide the Plan Sponsor full disclosure of these services, revenues generated and the value add.
Comply with all DOL, FINRA, SEC and industry regulatory standards
Ensure a legal separation of services through clearly written fiduciary agreements.
CONTACT US TO LEARN MORE
Asset Allocation
- Cash 7.41%
- US Stock 2.34%
- Non-US Stock 5.96%
- Bond 1.19%
- Asia – Developed 3.82%
- Asia – Emerging 5.96%
Equity Investment Style %
| 21 | 20 | 19 | Large | Total Stock Holdings 12.325 |
| 7 | 7 | 7 | Mid | Not Classified % 0.00 |
| 6 | 5 | 5 | Small | |
| Value | Core | Growth | ||
| 0-10 | 10-25 | 25-50 | >50 |
This portfolio does not directly invest in individual shares of stock. Stock Exposure illustrates the portfolio’s overall weighting in a particular security “stock”.
Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principle invested. The fund’s trustee, Comerica Bank & Trust, N.A. has claimed.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX
Comerica Bank & Trust, N.A. (“Comerica”) is the sponsor and trustee of Fiduciary Investment Trust (“FIT Funds”). The FIT Funds are organized as collective investment trusts. Comerica does not offer consulting on plan structure or investment options. Non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Comerica Bank or any of its affiliates; and are subject to investment risks, including possible loss of the principal invested. The trustee, Comerica Bank & Trust, N.A., has claimed an exclusion from the definition of the term “commodity pool operator” under the Commodity Exchange Act, and, therefore, is not subject to registration or regulation under the act. Fiduciary Investment Trusts, LLC and Comerica are not affiliated. Fiduciary Investment Trusts, LLC and the FIT Funds are separate entities and are not affiliated. Fiduciary Investment Trusts, LLC does not provide personal investment advice, act as a fiduciary, or reference the appropriateness of any individual investment alternative.