Wilmington Trust Collective Investment Trust - Blackrock Lifepath Dynamic 2060 Fund (GBLAHX)
| 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 | 17.07 |
| YTD Return | 11.95% |
| 1-Year Return | 23.40% |
| 5-Year Return | n/a |
| 52-Week Low | 13.74 |
| 52-Week High | 17.32 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GBLAHX
American Funds Global Balanced Fund Class R-6 is a global allocation mutual fund designed to deliver a balanced blend of long-term capital growth, preservation of principal, and current income. The fund strategically invests across a diverse mix of global equities and fixed-income securities, typically maintaining an equity exposure near 60% of its assets, with the remainder allocated to bonds and other debt instruments. Its portfolio is diversified across major sectors such as technology, industrials, communication services, and consumer cyclical, with key holdings including leading global companies like Broadcom, Microsoft, Meta Platforms, Apple, and Alphabet. The fund targets investors seeking a diversified, professionally managed solution that balances risk and return by combining growth potential from equities with income and stability from fixed-income assets. Its moderate turnover rate and focus on large blend investment style make it suitable for retirement plans and institutional investors looking for global exposure and risk management within a single fund structure.
Performance
GBLAHX had a total return of 23.40% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.77%.