CIT: Callan Glidepath 2055 Fund Class R6 (WCGAKX)
| 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 | 57.49 |
| YTD Return | 11.20% |
| 1-Year Return | 22.25% |
| 5-Year Return | n/a |
| 52-Week Low | 46.68 |
| 52-Week High | 57.88 |
| Beta (5Y) | 0.82 |
| Holdings | n/a |
| Inception Date | n/a |
About WCGAKX
Callan GlidePath 2055 Fund Class R6 is a target-date collective investment trust designed to provide a single-investment retirement solution for participants planning to retire around 2055. It pursues long-term capital growth, inflation protection, and capital preservation through a diversified mix that shifts from higher equity exposure in early years toward more income-oriented assets over time. The fund blends active and passive underlying strategies and allocates across global equities, broadly diversified fixed income, bank loans, and private real estate, using external managers selected for domain expertise. Its glide path continues adjusting beyond the target date to support investors through retirement, emphasizing a gradual de-risking approach rather than tactical market timing. The strategy is benchmarked to a target-date index and aligns with the Morningstar Target-Date 2055 category, offering institutional R6 share features and open-architecture implementation. Positioned as a diversified, professionally managed portfolio that automatically rebalances as participants age, Callan GlidePath 2055 Fund Class R6 plays a role in defined contribution plans seeking consistent risk management and broad market exposure through the retirement lifecycle.
Performance
WCGAKX had a total return of 22.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.40%.