Great Gray Collective Investment Trust - Capital Group 2035 Target Date Trust Fund (GAAEIX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.43 |
| YTD Return | 7.17% |
| 1-Year Return | 14.80% |
| 5-Year Return | n/a |
| 52-Week Low | 10.87 |
| 52-Week High | 12.51 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GAAEIX
Great Gray Capital Group 2035 Target Date Trust is a collective investment trust designed to support individuals planning to retire around the year 2035. As a target date fund, its primary purpose is to provide investors with a diversified portfolio that automatically adjusts its asset allocation over time. Early in its lifecycle, the trust emphasizes growth by allocating a higher proportion of assets to equities, seeking capital appreciation during the accumulation years. As the target date approaches, the portfolio gradually shifts toward a more conservative mix, increasing exposure to fixed income and cash equivalents to help manage risk and preserve capital for those nearing retirement. This structure allows investors to simplify long-term retirement planning by selecting a fund matched to their anticipated retirement year, with professional management overseeing the changing investment strategy. The trust typically holds a broad spectrum of underlying assets spanning multiple sectors and regions, offering built-in diversification. Its role in the financial market is to serve as a convenient, professionally managed solution for retirement savers, aligning investment strategy with investors' evolving time horizons and risk tolerances as retirement approaches.
Performance
GAAEIX had a total return of 14.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.18%.