CIT: flexPATH Index Aggressive 2035 Fund Class R1 (WTLRAX)
| 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 | 27.92 |
| YTD Return | 9.54% |
| 1-Year Return | 19.22% |
| 5-Year Return | n/a |
| 52-Week Low | 23.51 |
| 52-Week High | 28.26 |
| 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.
Performance
WTLRAX had a total return of 19.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.04%.