CIT: Callan Glidepath 2060 Fund Class R6 (WCGALX)

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	38.85
YTD Return	14.34%
1-Year Return	21.23%
5-Year Return	61.82%
52-Week Low	31.87
52-Week High	39.20
Beta (5Y)	0.81
Holdings	n/a
Inception Date	n/a

About WCGALX

Callan GlidePath 2060 Fund Class R6 is a target-date retirement fund designed for individuals planning to retire around 2060. It pursues a balance of long-term capital growth, inflation protection, and capital preservation by allocating across a diversified mix of asset classes that becomes more conservative as the target date approaches. The strategy blends active and passive management and invests through a broad range of underlying strategies, including global equities, diversified fixed income, and private real estate, sourced from multiple specialist managers in an open-architecture framework. The fund is structured to serve as a single-investment solution within qualified retirement plans, automatically adjusting risk along a predefined glide path and continuing to evolve beyond the target date. Share Class R6 features zero-revenue sharing and is benchmarked to the S&P Target Date 2060+ Index, aligning performance evaluation with industry standards. This approach positions the fund as a comprehensive vehicle for lifecycle investing, integrating diversification, professional oversight, and a systematic de-risking path tailored to participants’ retirement timelines.

• Stock Exchange: NASDAQ
• Ticker Symbol: WCGALX

Performance

WCGALX had a total return of 21.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.61%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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