Clearwater Core Equity Fund — new fund registration

CLEARWATER INVESTMENT TRUST registered fund series on Form 485APOS, filed 2024-02-28. Featured series: Clearwater Core Equity Fund.

Registration

• Registrant / trust: CLEARWATER INVESTMENT TRUST
• CIK: 0000811161
• Form: 485APOS
• Filed: 2024-02-28
• State of incorporation: MA
• Accession: 0001193125-24-049897
• Reported net assets: $1.4B

Series & classes (4)

Fees (from the effective prospectus)

• Gross expense ratio: 0.90%
• Management fee: 0.90%
• Net expense ratio: 0.90%
• Other expenses: 0.00%

Investment objective

The Fund seeks long-term growth of capital.

Advisers

• Clearwater Management Co Inc. (Advisor)
• AQR Capital Management, LLC (Subadvisor)
• Fiduciary Counselling, Inc. (Subadvisor)
• Parametric Portfolio Associates LLC (Subadvisor)

Other filings by this registrant (15)

• 485APOS — 2025-02-27
• 485APOS — 2023-02-27
• 485APOS — 2022-02-28
• 485APOS — 2021-02-26
• 485APOS — 2020-02-26
• 485APOS — 2018-02-28
• 485APOS — 2017-02-28
• 485APOS — 2015-02-27
• 485APOS — 2013-02-28
• 485APOS — 2012-02-29
• 485APOS — 2011-02-28
• 485APOS — 2010-02-17

More

• Registrant profile: CLEARWATER INVESTMENT TRUST
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