Great Gray Collective Investment Trust - Capital Group 2065 Target Date Trust Fund (GAAFAX)
| 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 | 13.24 |
| YTD Return | 10.36% |
| 1-Year Return | 20.21% |
| 5-Year Return | n/a |
| 52-Week Low | 10.97 |
| 52-Week High | 13.37 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GAAFAX
The Great Gray Trust Capital Group 2065 Target Date Fund is a collective investment trust fund designed specifically for retirement plan participants seeking a diversified, long-term investment solution aligned with a target retirement year. Its primary function is to provide a professionally managed asset allocation that gradually shifts from a growth-oriented strategy to one more focused on income and capital preservation as the year 2065 approaches. By leveraging a blend of stocks, bonds, and other securities, this fund aims to simplify the investment process for plan sponsors and participants, reducing the complexities of portfolio construction and ongoing management. As a product offered within the Qualified Retirement Plan market, the fund is accessible primarily to institutional investors, plan sponsors, and large employee benefit plans, not to individual retail investors or retail retirement accounts. The Great Gray Trust Capital Group 2065 Target Date Fund stands out for its fiduciary approach, with oversight and management by experienced investment professionals dedicated to supporting participants in confidently navigating their retirement journey.
Performance
GAAFAX had a total return of 20.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.41%.