Wilmington Trust Collective Investment Trust - T Rowe Price Retirement Date 2035 Trust Fund (WWTAQX)
| 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 | 15.80 |
| YTD Return | 9.00% |
| 1-Year Return | 17.86% |
| 5-Year Return | n/a |
| 52-Week Low | 13.41 |
| 52-Week High | 15.93 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WWTAQX
Great Gray Trust T. Rowe Price Retirement Date 2035 Trust Fee Class R1 is a collective investment trust designed for retirement savers targeting retirement around 2035. It seeks the highest total return over time, balancing capital growth and income through a diversified portfolio of underlying T. Rowe Price trusts focused on various market sectors, including equities, fixed income, and real assets. The fund follows a retirement glide path that starts with a high equity allocation for growth and gradually shifts toward a more conservative mix, increasing bonds over time and reaching approximately 30% stocks and 70% bonds 30 years after the target date. This approach supports long-term income generation post-retirement while maintaining equity exposure to combat inflation. Actively managed by T. Rowe Price's experienced multi-asset team, it emphasizes risk management across a lifetime of saving, making it suitable for retirement plans offered through institutional channels like defined contribution plans.
Performance
WWTAQX had a total return of 17.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.81%.