Wilmington Trust Collective Investment Trust - Fidelity Institutional AM Core Plus Fixed Income CIT (WFCABX)
| 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 | 12.05 |
| YTD Return | 0.56% |
| 1-Year Return | 4.56% |
| 5-Year Return | n/a |
| 52-Week Low | 11.51 |
| 52-Week High | 12.23 |
| Beta (5Y) | 0.16 |
| Holdings | n/a |
| Inception Date | n/a |
About WFCABX
Great Gray Trust Fidelity Institutional AM Core Plus Fixed Income Collective Investment Trust Fee Class U is a collective investment trust focused on fixed income securities. Designed primarily for qualified retirement plans, this fund seeks to outperform the Bloomberg US Aggregate Bond Index by investing across a broad spectrum of investment-grade debt instruments, including government, corporate, and securitized bonds, with opportunistic allocations to extended sectors such as high yield, emerging market debt, leveraged loans, and commercial mortgage-backed securities. The strategy emphasizes diversification and risk-adjusted returns through active sector allocation, security selection, and proprietary modeling supported by FIAM LLC’s global research capabilities. Its disciplined, team-based investment approach is underpinned by sophisticated risk management and portfolio construction processes. The fund aims to serve plan sponsors and institutional investors seeking a core plus fixed income solution within a well-diversified retirement program, and is not available to the general public or individual retail investors. As a bank collective investment trust, it operates under regulatory exemptions tailored for commingled trust funds, making it integral to the construction of retirement plan fixed income allocations.
Performance
WFCABX had a total return of 4.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.93%.