Wilmington Trust Collective Investment Trust - American Funds 2060 Fund (WTAAKX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

21.81

+0.05 (0.25%)

At close: Aug 27, 2026

19.54% (1Y)

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	21.75
YTD Return	12.19%
1-Year Return	19.25%
5-Year Return	57.52%
52-Week Low	18.18
52-Week High	21.93
Beta (5Y)	0.88
Holdings	n/a
Inception Date	n/a

About WTAAKX

The Great Gray Trust American Funds 2060 Fund Class I is a collective investment trust (CIT) specifically designed for institutional retirement plans, such as qualified corporate or governmental pension plans. Its primary function is to provide a professionally managed, diversified portfolio that follows an asset allocation strategy tailored for investors targeting retirement around the year 2060. The fund dynamically adjusts its mix of equities, fixed income, and other asset classes over time, moving from higher-risk growth-oriented investments in its early years toward more conservative holdings as the target retirement date approaches. Built on the expertise of American Funds investment management, this CIT aims to maximize long-term retirement savings while adhering to the regulatory and cost structures sought by plan sponsors. Participation is generally restricted to eligible institutional retirement plans and is not available to individual investors or the general public. The fund plays a significant role in helping plan fiduciaries construct well-diversified, age-appropriate investment solutions for plan participants preparing for retirement in the coming decades.

Stock Exchange NASDAQ

Ticker Symbol WTAAKX

Performance

WTAAKX had a total return of 19.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.89%.