Cash Balance Fund

flexPATH Strategies partners with some of the best investment managers in the industry to make these high quality investments accessible to 401(k) Plan Participants with lower fees.


Cash Balance Fund

The Cash Balance Fund seeks to achieve a long-term rate of return of 3-5% while  maintaining a prudent level of risk. The CIT is designed as an investment vehicle for cash balance plans. It invests in short and  intermediate term fixed income funds, as well as U.S. and International equity funds.

Fund Fact Sheets

Cash Balance CIT Class I1 Class R1