Wilmington Trust Collective Investment Trust - T Rowe Price Retirement Date 2060 Trust Fund (WWTAGX)
| 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 | 17.25 |
| YTD Return | 11.49% |
| 1-Year Return | 22.15% |
| 5-Year Return | n/a |
| 52-Week Low | 14.09 |
| 52-Week High | 17.41 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WWTAGX
Wilmington Trust Retirement 2060 Fund Class I1 is a target-date retirement fund designed for investors expecting to retire around the year 2060. It seeks long-term capital growth early in the lifecycle and gradually emphasizes income and capital preservation as the target date approaches through a predefined glide path that becomes more conservative over time. The fund typically allocates across a diversified mix of asset classes—such as global equities, broadly diversified fixed income, and real assets like private real estate—using a blend of actively and passively managed underlying strategies overseen by specialized managers. Target-date structures like this are used in workplace retirement plans to provide a single, professionally managed portfolio that automatically adjusts risk, aligning with investor time horizons and longevity considerations. Wilmington Trust, alongside affiliated platforms that employ the Callan GlidePath framework for similar vintages, positions these strategies within the Target-Date 2060 peer group, where benchmarks often reference target date indexes that de-risk toward retirement while maintaining diversified, multi-asset exposure.
Performance
WWTAGX had a total return of 22.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.03%.