WMCAHX

About WMCAHX

MyCompass Index Conservative 2055 Fund Class R is a collective investment trust designed as a target-date solution for retirement savers aiming for the year 2055. It pursues a conservative risk posture within a series framework, seeking to maximize retirement savings while aligning with the lower volatility preferences of investors who choose the conservative glidepath for their time horizon. The fund allocates across indexed building blocks spanning U.S. equities, non-U.S. equities, fixed income, real estate, and cash, using an open-architecture approach to underlying strategies and emphasizing broad diversification. As of March 2025, the portfolio’s largest sleeves include a Russell 1000 index allocation and an MSCI ACWI ex-U.S. IMI index allocation, complemented by investment-grade credit and REIT exposure to balance growth and income characteristics. Positioned within the Target-Date 2055 category, it functions as a professionally managed, “fund of funds” vehicle intended to simplify asset allocation and ongoing rebalancing for plan participants, integrating risk management along a conservative glidepath toward and through retirement.