Wilmington Trust Collective Investment Trust - My Retirement Path Aggressive 2035 Fund (WMRPCX)
| 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 | 20.11 |
| YTD Return | 8.39% |
| 1-Year Return | 17.53% |
| 5-Year Return | 49.82% |
| 52-Week Low | 17.03 |
| 52-Week High | 20.22 |
| Beta (5Y) | 0.80 |
| Holdings | n/a |
| Inception Date | n/a |
About WMRPCX
My Retirement Path Aggressive 2035 Fund Class R is a target-date collective investment fund designed for investors aiming to retire around the year 2035. As an aggressive allocation strategy, it typically maintains a higher proportion of equities relative to fixed income assets in its portfolio, especially during the years leading up to the target date, to pursue long-term capital growth. The fund dynamically adjusts its asset mix over time, gradually shifting to a more conservative allocation as the 2035 retirement horizon approaches. It is suitable for participants in defined contribution plans who seek a hands-off investment approach that automatically rebalances to align with evolving retirement objectives. This fund is sub-advised by flexPATH Strategies, LLC and features a low expense ratio, making it an efficient vehicle for retirement savings. In recent years, the fund has delivered strong performance and has demonstrated comparatively low fees, which can benefit long-term investors. The strategy’s diversified holdings span multiple sectors, seeking to capture opportunities across global equity and fixed income markets. My Retirement Path Aggressive 2035 Fund Class R plays a crucial role in helping plan participants manage risk and growth as they move closer to their anticipated retirement date.
Performance
WMRPCX had a total return of 17.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.42%.