Wilmington Trust Collective Investment Trust - American Funds 2050 Fund (WTAAHX)
| 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 | 21.47 |
| YTD Return | 10.35% |
| 1-Year Return | 19.86% |
| 5-Year Return | 59.50% |
| 52-Week Low | 17.96 |
| 52-Week High | 21.73 |
| Beta (5Y) | 0.86 |
| Holdings | n/a |
| Inception Date | n/a |
About WTAAHX
Great Gray Trust American Funds 2050 Fund I is a target-date collective investment fund designed to provide long-term investors with a diversified asset allocation that evolves as the projected retirement year of 2050 approaches. Its primary purpose is to simplify retirement planning by automatically adjusting its investment mix, shifting from a growth-oriented allocation in equities and related assets toward a more conservative emphasis on income and capital preservation through increased allocations to fixed income and balanced funds as the target date nears. The fund invests in a range of mutual funds and collective trusts managed primarily under the American Funds umbrella, including large-cap equity, global balanced, high-income, and stable value funds. By pooling these underlying investments, the fund offers broad exposure to both domestic and international markets, spanning sectors such as technology, healthcare, and global infrastructure. Managed by Capital Group, a firm with a long history of research-driven investment management, the fund aims to balance total return and stability, supporting participants' changing needs throughout the accumulation and withdrawal phases of retirement.
Performance
WTAAHX had a total return of 19.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.77%.