CIT: Callan Glidepath 2040 Fund Class R6 (WCGAHX)

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	43.96
YTD Return	12.69%
1-Year Return	18.97%
5-Year Return	n/a
52-Week Low	36.86
52-Week High	44.42
Beta (5Y)	0.74
Holdings	n/a
Inception Date	n/a

About WCGAHX

Callan GlidePath 2040 Fund is a target-date collective investment trust designed to provide a balanced path toward retirement for participants planning to retire around 2040. The fund’s objective is to blend long-term capital growth, inflation mitigation, and capital preservation through a diversified mix that becomes more conservative over time. It allocates across global equities, broadly diversified fixed income, and private real estate, using a combination of active and passive underlying strategies managed by multiple specialist firms in an open-architecture framework. The portfolio’s glide path systematically reduces equity exposure as the target date approaches and continues to adjust beyond 2040 to support investors through retirement. The strategy aligns with industry target-date benchmarks and peer groups, emphasizing disciplined allocation rather than tactical market timing. The fund structure is a collective trust vehicle administered by a bank trustee, with management by Callan, and is intended for qualified retirement plans seeking a single-fund solution that maintains diversification and risk calibration across market cycles.

• Stock Exchange: NASDAQ
• Ticker Symbol: WCGAHX

Performance

WCGAHX had a total return of 18.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.89%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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