Matrix Trust Co Collective Investment Funds - Goalpath 2060 Aggressive Enhanced Index Portfolio Fund (GASYAX)

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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	23.95
YTD Return	12.34%
1-Year Return	17.52%
5-Year Return	n/a
52-Week Low	20.05
52-Week High	24.50
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.

• Stock Exchange: Nasdaq
• Ticker Symbol: GASYAX

Performance

GASYAX had a total return of 17.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.18%.

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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