Matrix Trust Co Collective Investment Funds - Goalpath 2060 Aggressive Enhanced Index Portfolio Fund (GASYAX)
| 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 | 23.59 |
| YTD Return | 10.27% |
| 1-Year Return | 21.94% |
| 5-Year Return | n/a |
| 52-Week Low | 19.09 |
| 52-Week High | 23.86 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GASYAX
The GoalPath Fi360 2060 Aggressive Portfolio is a target date retirement investment solution designed to manage risks associated with replacing income in retirement. It aims to balance growth with income risk management by allocating assets between enhanced index equity growth investments and fixed income securities. As the target retirement date approaches, the portfolio shifts to include more inflation-protected securities like TIPS. This strategy is geared towards investors with a higher risk tolerance and a planned retirement date around 2060. The portfolio is structured to hold a significant portion of global equities, providing exposure to both U.S. and international markets, alongside a smaller allocation to fixed income and cash. It is part of a broader series of funds that leverage the Fi360 Fiduciary Score for fund selection, enhancing fiduciary oversight and rebalancing efficiency.
Performance
GASYAX had a total return of 21.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.07%.