Matrix Trust Co Collective Investment Funds - Goalpath 2030 Aggressive Enhanced Index Portfolio Fund (GATRAX)
| 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 | 20.06 |
| YTD Return | 8.33% |
| 1-Year Return | 17.48% |
| 5-Year Return | n/a |
| 52-Week Low | 17.07 |
| 52-Week High | 20.32 |
| Beta (5Y) | 0.71 |
| Holdings | n/a |
| Inception Date | n/a |
About GATRAX
GoalPath Fi360 2030 Aggressive Portfolio is a target-date mutual fund designed for investors planning to retire around 2030 who seek a higher equity orientation early in the glidepath. The portfolio’s primary objective is growth aligned with its target date while progressively addressing retirement income risk as 2030 approaches. It allocates across global equities, global fixed income, and Treasury inflation‑protected securities by investing in mutual funds, collective investment trusts, exchange‑traded funds, and other pooled vehicles. The strategy balances return potential and income‑risk management by shifting from growth assets toward a greater emphasis on inflation‑hedged income securities over time. An “enhanced index” approach is employed to modestly tilt underlying weights through active oversight while referencing broad market indices, with portfolio construction grounded in evidence‑based selection and fiduciary due‑diligence processes licensed from Fi360. Within the GoalPath family of target‑date solutions, this 2030 Aggressive Portfolio serves plan participants who can accommodate above‑average market volatility in pursuit of long‑term retirement objectives, contributing diversified multi‑asset exposure tailored to the transition from human to financial capital as retirement nears.
Performance
GATRAX had a total return of 17.48% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.20%.