GISYAX

About GISYAX

GoalPath Fi360 2060 Aggressive Portfolio I is a target-date mutual fund designed to support individuals planning to retire around the year 2060. Its primary purpose is to provide long-term growth by utilizing an aggressive allocation strategy, predominantly investing in global equities with a smaller portion in fixed income and inflation-protected securities. As of March 2025, the portfolio’s allocation features approximately 60% U.S. equity, nearly 37% international equity, and modest exposures to cash and other assets, reflecting its growth-oriented approach for investors with a high risk tolerance and a distant retirement horizon. The fund leverages enhanced index strategies, aiming to outperform standard benchmarks through selective active adjustments while managing risk. Over time, its allocation will adjust, becoming more conservative as the target retirement date approaches to help manage retirement income risk. GoalPath Fi360 2060 Aggressive Portfolio I is notably structured for use within employer-sponsored retirement plans and relies on rigorous, evidence-based fund selection processes, incorporating fiduciary best practices and diversified holdings to address the evolving needs of long-term retirement savers.