IndexSelect Conservative 2055 Fund Class I is a collective investment trust designed as a target date fund for investors planning to retire around 2055. It follows a conservative glidepath, emphasizing greater exposure to fixed income and lower equity weights relative to moderate or aggressive counterparts, with allocations shifting more defensively as the target year approaches. The fund employs an index-centric approach with open-architecture manager selection and diversified underlying exposures across global equities, U.S. and global bonds, and may include real assets for added diversification. The strategy is sub-advised within a multi-glidepath framework, seeking fiduciary oversight of both asset allocation and underlying fund selection. As a retirement-focused vehicle, it aims to provide a simplified, professionally managed solution that balances long-term growth with risk control through time. Reported materials highlight low-cost management and an evidence-driven research process supporting portfolio construction and monitoring, positioning the product as a core component in employer-sponsored retirement plans and institutional lineups that require multiple risk-based target date options.
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