CIT: flexPATH Index Moderate 2055 Fund Class R1 (WFIMEX)
| 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 | 30.14 |
| YTD Return | 12.04% |
| 1-Year Return | 23.81% |
| 5-Year Return | 65.92% |
| 52-Week Low | 24.38 |
| 52-Week High | 30.56 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WFIMEX
The Wilmington Trust Collective Investment Trust – R1 – flexPATH Index Moderate 2055 Fund is a collective investment trust designed as a target date fund, aiming to help investors maximize results by the year 2055. Its primary purpose is to offer a professionally managed, diversified portfolio aligned with investors’ anticipated retirement dates. The fund features a moderate risk glidepath, balancing long-term capital appreciation with stability as the target date approaches. It achieves this by dynamically adjusting its allocation among asset classes—primarily stocks and bonds—ensuring higher exposure to growth assets in the early years and a gradual shift toward more conservative holdings over time. This fund is structured specifically for defined contribution retirement plans, leveraging the strengths of collective investment trusts such as cost efficiency and institutional oversight. Managed by Wilmington Trust, it utilizes open-architecture fund selection and continuous oversight to maintain optimal asset allocation and risk moderation. The moderate glidepath is particularly tailored for participants with average retirement savings rates and balances, aiming to balance stability and growth potential. With its low expense ratio and broad diversification, the flexPATH Index Moderate 2055 Fund plays a significant role in supporting retirement readiness for U.S. plan participants seeking a blend of professional management and cost-effective long-term investment solutions.
Performance
WFIMEX had a total return of 23.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.53%.