GASYMX

About GASYMX

The GoalPath Fi360 2060 Moderate Portfolio is a target-date collective investment trust designed to help retirement plan participants grow and manage their savings as they approach retirement around the year 2060. Its primary function is to balance long-term capital appreciation with prudent risk management by dynamically shifting its asset allocation over time. Early in the investment horizon, the portfolio is more heavily weighted toward growth-oriented securities such as domestic and international equities and fixed income assets, optimizing for higher returns when retirement is distant. As the target date nears, the allocation becomes more conservative, increasing exposure to inflation-protected assets and income-generating securities to safeguard retirement income and manage longevity and inflation risks. A distinctive feature of this portfolio is its integration of the Fi360 Fiduciary Score, which applies a rigorous, evidence-based framework to fund selection and ongoing oversight. This process leverages both quantitative and qualitative criteria to ensure consistency with fiduciary best practices and regulatory standards, providing scalable solutions for retirement plan advisors. The portfolio plays a vital role in workplace retirement plans, supporting plan sponsors and participants in achieving secure, outcome-focused retirement objectives.