Wilmington Trust Collective Investment Trust - Retirement Track Aggressive 2065 Fund (WRTAGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
19.02
-0.08 (-0.42%)
Jul 8, 2026, 9:30 AM EST
Fund Assetsn/a
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Min. Investmentn/a
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Ex-Dividend Daten/a
Previous Close19.10
YTD Return11.24%
1-Year Return23.04%
5-Year Returnn/a
52-Week Low15.37
52-Week High19.29
Beta (5Y)n/a
Holdingsn/a
Inception Daten/a

About WRTAGX

RetirementTrack Aggressive 2065 Fund Class R1 is a target date mutual fund designed for individuals planning to retire around the year 2065. As part of the RetirementTrack suite of funds, it employs an aggressive investment strategy during its early years, allocating a significant portion of its assets to global equities and growth-oriented investments. This approach aims to maximize growth potential when the target retirement date is far in the future, gradually shifting towards more conservative assets as the date approaches. The fund features professional management and diversification through a blend of asset classes, which may include equities, fixed income securities, and alternatives like real estate investment trusts and commodities. Its structure provides investors with a single, managed solution that automatically adjusts its risk profile over time, simplifying the retirement planning process. The fund is particularly tailored to investors with a longer investment horizon and a higher risk tolerance, serving as a comprehensive option for those seeking growth and diversification within one vehicle for retirement savings.

Stock Exchange NASDAQ
Ticker Symbol WRTAGX

Performance

WRTAGX had a total return of 23.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.67%.