Clearwater Investment Trust

Clearwater Investment Trust (CIK 811161) is an SEC-registered fund company with 4 reporting fund series and $3.8B in net assets as of 2026-03-31.

Registrant

Fund series (4)

SeriesNet assets
Clearwater Core Equity Fund$1.4B
Clearwater International Fund$1.2B
Clearwater Tax-Exempt Bond Fund$830.0M
Clearwater Select Equity Fund$434.8M

Largest reported holdings (across all series)

HoldingValue
Northern Institutional Funds$16.0M
FLOYD CNTY GA DEV AUTH$5.4M
MISSISSIPPI HOME CORP SINGLE FAMILY MTG$5.1M
TEXAS ST DEPT HSG & CMNTY AFFAIRS$5.1M
TEXAS ST DEPT HSG & CMNTY AFFAIRS$5.0M
MICHIGAN ST HSG DEV AUTH$4.2M
GEORGIA ST HSG & FIN AUTH$4.1M
UTAH ST HSG CORP$4.1M
NEW JERSEY ST HSG & MTG FIN AGY$4.0M
NEW JERSEY ST HSG & MTG FIN AGY$3.9M
PUBLIC FIN AUTH WIS$3.6M
TEXAS ST DEPT HSG & CMNTY AFFAIRS$3.5M
TEXAS ST DEPT HSG & CMNTY AFFAIRS$3.5M
MICHIGAN ST HSG DEV AUTH$3.5M
TEXAS ST AFFORDABLE HSG CORP$3.5M

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