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Callan Glidepath 2035 Fund

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CG3520U:US
13.80
USD
0.04
0.29%
As of 19:29:43 ET on 09/03/2015.
Fund Type
Fund of Funds
52Wk Range
13.30 - 15.09
1 Yr Return
-3.83%
YTD Return
-3.36%
Previous Close
13.76
52Wk Range
13.30 - 15.09
1 Yr Return
-3.83%
YTD Return
-3.36%
Fund Type
Fund of Funds
Objective
Target 2031-2035
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 09/03/2015)
13.8
Total Assets (m USD) (on 09/02/2015)
55.814
Inception Date
09/04/2007
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
-
Expense Ratio
-
Top Fund Holdings
Name Position Value % of Fund
SSgA MSCI EAFE Index Fund 225.36 k 5.26 m 8.80
Dodge & Cox International Stoc 123.93 k 5.18 m 8.67
Guardian Capital Group Ltd 519.09 k 5.16 m 8.65
PIMCO StocksPLUS Small Fund 475.24 k 4.21 m 7.05
Royce Pennsylvania Mutual Fund 340.44 k 4.18 m 7.00
Profile
Callan GlidePath 2035 Fund seeks to achieve long-term capital growth by investing in a diversified mix of asset classes and investment styles which become increasingly conservative over time. The asset allocation for the Fund is designed for participants of qualified retirement plans that intend to retire within five years of the year 2035.
ADDRESS
Callan Associates Inc
101 California Street
Suite 3500
San Francisco, CA 94111
USA
PHONE
1-415-974-5060 Tel