CIT: Callan Glidepath 2030 Fund Class R6 (WCGAFX)
| 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 | 38.23 |
| YTD Return | 8.57% |
| 1-Year Return | 17.05% |
| 5-Year Return | 45.36% |
| 52-Week Low | 32.78 |
| 52-Week High | 38.54 |
| Beta (5Y) | 0.65 |
| Holdings | n/a |
| Inception Date | n/a |
About WCGAFX
Callan GlidePath 2030 Fund is a target-date collective investment trust designed to balance long-term capital growth, inflation protection, and capital preservation as investors approach retirement around 2030. It follows a structured “glide path” that gradually shifts from higher equity exposure in earlier years toward a more fixed income-oriented mix closer to the target date, aiming to reduce portfolio volatility while sustaining income needs. The fund employs an open-architecture approach that blends actively and passively managed underlying strategies across global equities, diversified fixed income, bank loans, U.S. TIPS, and private real estate, managed by multiple specialized investment organizations. It is benchmarked to the S&P Target Date 2030 Index and is positioned within the Morningstar Target-Date 2030 peer group, reflecting its role as an all-in-one solution for defined contribution plans. The vehicle is structured as part of a collective investment trust overseen by Wilmington Trust/Great Gray Trust with Callan LLC as investment manager, and is not a mutual fund under the Investment Company Act of 1940. This design supports broad diversification, cost efficiency, and automatic risk adjustment over time.
Performance
WCGAFX had a total return of 17.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.07%.