WCGAJX

About WCGAJX

Callan GlidePath 2050 Fund Class R6 is a target-date collective investment trust designed for participants planning to retire around 2050. It pursues a balance of long-term capital growth, inflation protection, and capital preservation through a diversified mix of asset classes that becomes more conservative over time. The fund blends active and passive strategies and allocates across global equities, broadly diversified fixed income, and private real estate, drawing on multiple specialist managers in an open-architecture framework. The glide path systematically reduces risk as the target date approaches, aligning with the S&P Target Date 2050 Index as a primary benchmark while allowing portfolio differences from the index. Positioned within the Target-Date 2050 peer group, the strategy aims to provide a single-investment solution that adjusts asset allocation automatically, supporting investors from early career through retirement. Class R6 highlights zero-revenue sharing and institutional pricing, with reported expense ratios near the low end of peer ranges for the series.