CIT: flexPATH Index+ Moderate 2045 Fund Class R1
WFPMDX
NASDAQ- -
USD
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Capital Structure
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 2711 Centerville Road, Suite 400 Wilmington DE United States of America 19808
- IPO Date
- Aug 27, 2015
- Similar Companies
- Business
- CIT: flexPATH Index+ Moderate 2045 Fund Class R1 (WFPMDX) operates as a target date collective investment trust (CIT) within the flexPATH series, providing professionally managed, diversified portfolios designed for retirement savers targeting retirement around 2045, with a moderate risk glidepath that balances capital appreciation and preservation by gradually shifting allocations from equities to fixed income over time. The fund offers exposure to a mix of asset classes including U.S. and international equities (large-cap, mid-cap, small-cap), fixed income (U.S. bonds, international bonds), real assets, and minimal cash or alternatives; it employs an open-architecture approach with best-in-class underlying managers for index and index-plus strategies across conservative, moderate, and aggressive glidepaths in vintages spanning 2015 through 2065 and retirement income funds. flexPATH funds, including WFPMDX, serve defined contribution plans such as 401(k)s, targeting plan sponsors, financial advisors, and participants seeking customizable risk tolerance options with low-cost CIT structures. The flexPATH series represents products sub-advised by flexPATH Strategies LLC, founded in 2014 and headquartered in Aliso Viejo, California, which specializes in multi-glidepath target date solutions, fiduciary investment selection, and asset allocation delivered via CITs; the firm managed over $100 billion in assets as of August 2025 before undergoing a significant transition. Funds like WFPMDX are trustee-managed by Great Gray Trust Company, LLC, with flexPATH providing sub-advisory services on investment strategy and manager selection. In November 2025, Great Gray Trust Company acquired the assets flexPATH Strategies used for sub-advisory services to certain Great Gray CITs, including the flexPATH brand rights, bringing investment management in-house while retaining fund strategies, holdings, and fees unchanged; experienced flexPATH professionals joined Great Gray teams to ensure continuity. This transaction followed flexPATH's surpassing of $100 billion in assets under management in August 2025, reflecting rapid growth amid expanded distribution and new plan adoptions. The funds operate nationwide across U.S. retirement plans, with no international geographic focus beyond underlying global asset exposures.