Wilmington Trust Collective Investment Trust - Retirement Track Moderate 2065 Fund (WRTAHX)
| 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 | 19.41 |
| YTD Return | 11.73% |
| 1-Year Return | 23.55% |
| 5-Year Return | n/a |
| 52-Week Low | 15.62 |
| 52-Week High | 19.60 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WRTAHX
T. Rowe Price Retirement 2065 Fund - R1 is a target-date mutual fund designed to serve investors planning to retire around the year 2065. Its primary function is to provide an all-in-one, diversified investment solution that automatically adjusts its asset allocation over time. Early in the investment horizon, the fund emphasizes growth through a high allocation to equities, including both U.S. and international stocks, and gradually shifts toward a more conservative mix with increased exposure to bonds and other fixed income securities as the target retirement date approaches. This fund invests primarily in a combination of other T. Rowe Price stock and bond funds, taking advantage of professional management and broad asset class coverage. Its glide path methodology is designed to balance capital appreciation with risk management, adapting to the changing needs of investors as they near retirement. The fund's role in the financial market is to simplify long-term retirement planning for individuals and institutions, offering a professionally managed, dynamically allocated portfolio aligned with a specific future retirement year.
Performance
WRTAHX had a total return of 23.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.88%.