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Investment Objectives

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.

Collective Investment Trust Overview

Sponsor: Comerica Bank & Trust, N.A.
Manager: Prime Capital Investment Advisors, Investment Manager for the Fund under Section 3(38) of ERISA

Strategic Underlying Managers

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.

Stock Exposure3 (Top 10)
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%

 

Stock Sectors
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
Stock Regions
  • North America 7.41% 7.41%
  • Central / Latin America 2.34% 2.34%
  • Japan 5.96% 5.96%
  • Australia 1.19% 1.19%
  • Asia – Developed 3.82% 3.82%
  • Asia – Emerging 5.96% 5.96%
  • United Kingdom 4.54% 4.54%
  • Europe – Developed 10.82% 10.82%
  • Europe – Emerging .68% .68%
  • Africa / Middle East .94% .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

Holdings Analysis

Asset Allocation

  • Cash 7.41% 7.41%
  • US Stock 2.34% 2.34%
  • Non-US Stock 5.96% 5.96%
  • Bond 1.19% 1.19%
  • Asia – Developed 3.82% 3.82%
  • Asia – Emerging 5.96% 5.96%
Investment Style

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.