0001193125-24-181504.txt : 20240719 0001193125-24-181504.hdr.sgml : 20240719 20240719132125 ACCESSION NUMBER: 0001193125-24-181504 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240719 DATE AS OF CHANGE: 20240719 EFFECTIVENESS DATE: 20240719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CLEARWATER INVESTMENT TRUST CENTRAL INDEX KEY: 0000811161 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-12289 FILM NUMBER: 241127174 BUSINESS ADDRESS: STREET 1: 2000 WELLS FARGO PLACE STREET 2: 30 EAST 7TH STREET CITY: ST PAUL STATE: MN ZIP: 55101-4930 BUSINESS PHONE: 651-228-0935 MAIL ADDRESS: STREET 1: 2000 WELLS FARGO PLACE STREET 2: 30 EAST 7TH STREET CITY: ST PAUL STATE: MN ZIP: 55101 0000811161 S000000697 Clearwater Core Equity Fund C000002050 Clearwater Core Equity Fund QWVPX 0000811161 S000000698 Clearwater Select Equity Fund C000002051 Clearwater Select Equity Fund QWVOX 0000811161 S000024756 CLEARWATER INTERNATIONAL FUND C000073549 CLEARWATER INTERNATIONAL FUND QCVAX 497 1 d869182d497.htm CLEARWATER INVESTMENT TRUST CLEARWATER INVESTMENT TRUST

CLEARWATER INVESTMENT TRUST

CLEARWATER CORE EQUITY FUND

CLEARWATER SELECT EQUITY FUND

CLEARWATER INTERNATIONAL FUND

SUPPLEMENT TO THE

STATEMENT OF ADDITIONAL INFORMATION (“SAI”)

DATED APRIL 29, 2024

The date of this Supplement is July 19, 2024.

Effective July 1, 2024, Gordon Wotherspoon of Parametric serves as an additional portfolio manager for the Core Equity Fund, Select Equity Fund, and International Fund.

Accordingly, the SAI is amended as follows.

1.   The following rows are added to the table under the section titled “ADDITIONAL INFORMATION ABOUT THE PORTFOLIO MANAGERS – Other Accounts the Portfolio Managers are Managing”:

 

Portfolio

Manager

    Fund    Other Accounts Managed by the Portfolio Manager

Gordon

Wotherspoon**

   

Core Equity Fund,

Select Equity Fund,
International Fund

   

Other Registered Investment Companies: None.

Other Pooled Investment Vehicles: None.

Other Accounts: 96,675 accounts with approximately $275.67 billion in assets.

**  Data for this portion of the table is as of April 30, 2024.

2.   Mr. Wotherspoon is added to the row corresponding to Parametric’s portfolio managers of the Core Equity Fund, Select Equity Fund, and International Fund in the section titled “ADDITIONAL INFORMATION ABOUT THE PORTFOLIO MANAGERS – Conflicts of Interest.”

3.   Mr. Wotherspoon is added to the row corresponding to Parametric’s portfolio managers of the Core Equity Fund, Select Equity Fund, and International Fund in the section titled “ADDITIONAL INFORMATION ABOUT THE PORTFOLIO MANAGERS – Compensation Structure.”

4.   The following row is added to the section titled “ADDITIONAL INFORMATION ABOUT THE PORTFOLIO MANAGERS – Share Ownership by Portfolio Managers”:

 

Portfolio Manager    Fund    Ownership
Gordon Wotherspoon*   

Core Equity Fund,

Select Equity Fund,

International Fund

    A

* Data for this portion of the table is as of June 30, 2024.

INVESTORS SHOULD RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE.