Great Gray Collective Investment Trust - Capital Group 2055 Target Date Trust Fund (GAAEMX)
| 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 | 13.20 |
| YTD Return | 10.55% |
| 1-Year Return | 20.37% |
| 5-Year Return | n/a |
| 52-Week Low | 11.00 |
| 52-Week High | 13.38 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GAAEMX
Great Gray Capital Group 55 Target Trust is a target-date collective investment fund designed to help investors prepare for retirement, with a target date of 2055. The fund’s primary function is to provide a diversified investment solution that automatically evolves its asset allocation over time, becoming more conservative as the target date approaches. Typically, these types of funds are used within retirement plans to simplify the investment process for participants, ensuring long-term growth potential in the early years, followed by an emphasis on capital preservation as retirement nears. The fund invests across a broad range of asset classes, including stocks, bonds, and possibly other vehicles such as mutual funds, ETFs, and stable value products, following a managed glide path strategy established by its advisory team. By offering automatic rebalancing and professional oversight, Great Gray Capital Group 55 Target Trust plays a key role in facilitating disciplined, long-term retirement planning for individuals and institutions alike.
Performance
GAAEMX had a total return of 20.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.57%.