CIT: Callan Glidepath 2020 Fund Class R6 (WCGADX)
| 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 | 32.66 |
| YTD Return | 5.84% |
| 1-Year Return | 12.52% |
| 5-Year Return | 34.21% |
| 52-Week Low | 29.09 |
| 52-Week High | 32.86 |
| Beta (5Y) | 0.51 |
| Holdings | n/a |
| Inception Date | n/a |
About WCGADX
Callan GlidePath 2020 Fund is a target-date collective investment trust designed to balance long‑term capital growth, inflation protection, and capital preservation for investors retiring around 2020. It allocates across a diversified mix of underlying strategies that becomes increasingly conservative over time, blending global equities, broadly diversified fixed income, and private real estate, with both active and passive management approaches. The fund’s glide path continues adjustments for roughly two decades beyond the target year, aiming to support income needs while managing risk in retirement. Structured as an open‑architecture series managed by Callan LLC within a group trust maintained by Wilmington Trust, it leverages multiple specialist managers to implement its allocations. The R6 share class features an institutional, zero‑revenue‑sharing design and tracks the S&P Target Date 2020 Index as its benchmark for evaluating results. This fund serves as a single‑investment solution within qualified retirement plans, automatically rebalancing to align with participants’ evolving time horizons and risk profiles.
Performance
WCGADX had a total return of 12.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.95%.