The GoalPath Fi360 2060 Indexed Moderate Portfolio is a target-date collective investment vehicle tailored for individuals planning to retire around the year 2060. Classified as a moderate risk portfolio, its primary objective is to balance long-term growth with prudent risk management as retirement approaches. The fund strategically allocates assets between global equities and global fixed income, initially favoring equities—approximately 95%—to seek capital appreciation during the early and mid-life stages of an investor’s retirement horizon. Over time, its asset mix becomes progressively more conservative, gradually increasing exposure to fixed income and Treasury Inflation-Protected Securities (TIPS) as the target retirement date nears, with a final allocation that typically shifts to about 50% equities at retirement. The portfolio invests via a diversified mix of index mutual funds, collective investment funds, exchange-traded funds, and other pooled vehicles. Its construction and ongoing management leverage the Fi360 Fiduciary Score—an evidence-based metric ensuring oversight and adherence to fiduciary standards—along with robust portfolio analytics. The GoalPath Fi360 2060 Indexed Moderate Portfolio serves the defined contribution and retirement plan market by providing a disciplined, glidepath-driven approach to help participants manage the evolving risks associated with retirement income planning.
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