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 | 37.79 |
| YTD Return | 12.04% |
| 1-Year Return | 23.16% |
| 5-Year Return | 62.76% |
| 52-Week Low | 30.77 |
| 52-Week High | 38.22 |
| 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.
Performance
WCGALX had a total return of 23.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.53%.