CIT: Callan Glidepath 2035 Fund Class R6 (WCGAGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

40.77

-0.21 (-0.52%)

At close: Oct 16, 2026

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	40.99
YTD Return	9.23%
1-Year Return	11.74%
5-Year Return	n/a
52-Week Low	35.82
52-Week High	41.91
Beta (5Y)	0.72
Holdings	n/a
Inception Date	n/a

About WCGAGX

Callan GlidePath 2035 Fund Class R6 is a target-date collective investment trust designed to provide a diversified, automatically adjusting portfolio for investors planning to retire around 2035. Its objective is to balance long-term capital growth, inflation protection, and capital preservation by allocating across global equities, diversified fixed income, and private real estate, blending active and passive management. The fund maintains a strategic glidepath—eschewing tactical market timing—so allocations become increasingly conservative as the target date approaches. It benchmarks against the S&P Target Date 2035 Index and is compared within the Morningstar Target-Date 2035 peer group. The structure employs multiple underlying strategies and managers with specialized expertise, seeking broad exposure and distinct sources of return, including areas such as senior loans and stable value alongside core equity and bond sleeves in recent holdings data. Class R6 emphasizes an institutional, zero-revenue-sharing design, paired with expense discipline characteristic of the series. Overall, it serves as an all-in-one retirement solution that systematically maintains and rebalances a diversified mix through the retirement transition period.

Stock Exchange Nasdaq

Ticker Symbol WCGAGX

Performance

WCGAGX had a total return of 11.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.50%.