WCGAEX

About WCGAEX

Callan GlidePath 2025 Fund is a target-date collective investment strategy designed to balance long‑term capital growth, inflation protection, and capital preservation for investors nearing retirement around 2025. It follows a preset glide path that becomes increasingly conservative over time, shifting from growth-oriented assets toward income‑generating and lower‑volatility exposures as the target date approaches. The fund employs an open‑architecture, active‑passive blend, allocating across global equities, broadly diversified fixed income, and private real estate through a range of underlying strategies managed by specialist firms. Its design is intended as a simplified, single‑investment solution for qualified retirement plan participants within approximately five years of the target date, with ongoing allocation adjustments that extend into the post‑retirement period. The series emphasizes strategic, not tactical, asset allocation, maintaining alignment with its glide path rather than market timing. The R6 share class highlights institutional features, including zero‑revenue‑sharing and competitive expenses relative to peer target‑date offerings. Benchmarking is typically against the S&P Target Date 2025 Index, reflecting the fund’s objective to manage risk as retirement nears while preserving diversified exposure.