CIT: flexPATH Index Aggressive 2035 Fund Class R1 (WTLRAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

28.70

+0.08 (0.27%)

At close: Aug 27, 2026

17.96% (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	28.62
YTD Return	11.93%
1-Year Return	17.96%
5-Year Return	n/a
52-Week Low	24.16
52-Week High	28.79
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About WTLRAX

flexPATH Index Aggressive 2035 Fund Class R1 is a target-date collective investment trust designed for long-term investors targeting retirement around 2035. It employs a dynamic asset allocation strategy that automatically adjusts its portfolio composition over time, gradually reducing exposure to equity securities and increasing allocations to fixed income assets. This glide path shifts the fund's focus from capital appreciation in its early years to capital preservation as the target date approaches, while retaining some growth-oriented investments. The fund invests primarily in underlying index funds, including significant holdings in BlackRock LifePath Index 2040 and 2045 Funds, providing diversified exposure across domestic and international equities, emerging markets, and domestic and international bonds. With an aggressive risk profile classified as moderate aggressive, it features approximately 49% in domestic equities, 29% in international equities, and 18% in domestic bonds, alongside smaller positions in emerging markets and cash equivalents. Launched in 2016, this fund serves as a core retirement savings vehicle, particularly within employer-sponsored plans, offering a hands-off approach to lifecycle investing through passive index-based strategies managed by an experienced team.

Ticker Symbol WTLRAX

Performance

WTLRAX had a total return of 17.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.99%.