WCGAHX

About WCGAHX

Callan GlidePath 2040 Fund is a target-date collective investment trust designed to provide a balanced path toward retirement for participants planning to retire around 2040. The fund’s objective is to blend long-term capital growth, inflation mitigation, and capital preservation through a diversified mix that becomes more conservative over time. It allocates across global equities, broadly diversified fixed income, and private real estate, using a combination of active and passive underlying strategies managed by multiple specialist firms in an open-architecture framework. The portfolio’s glide path systematically reduces equity exposure as the target date approaches and continues to adjust beyond 2040 to support investors through retirement. The strategy aligns with industry target-date benchmarks and peer groups, emphasizing disciplined allocation rather than tactical market timing. The fund structure is a collective trust vehicle administered by a bank trustee, with management by Callan, and is intended for qualified retirement plans seeking a single-fund solution that maintains diversification and risk calibration across market cycles.