Avantis Retirement Trust Series

The Avantis Retirement Collective Investment Trusts (CIT) are designed to provide a modern, research‑driven approach to target‑date investing. Each trust integrates life‑cycle financial science, emphasizing the balance between human capital and financial capital throughout an investor’s working years and into retirement. The glide path maintains higher equity exposure during early and mid‑career years—seeking long‑term growth—then transitions methodically toward a diversified mix of global fixed income and short‑term assets as retirement approaches. Built using systematic, valuation‑aware underlying strategies, these CITs aim to deliver transparent, cost‑efficient portfolios that support improved retirement outcomes while maintaining disciplined risk management over time.

Available Downloads

Available CIT Series

Glide Path Asset Allocation

As of 2/2026

Disclosures

Avantis Retirement Trust Series are bank collective investment funds; they are not mutual funds. Great Gray Trust Company, LLC serves as the Trustee of the Funds and maintains ultimate fiduciary authority over the management of, and investments made in, the Funds. The Trustee has appointed American Century Investment Management, Inc. as Sub-Advisor to the Funds (Avantis Investors is a division of the Sub-Advisor) to assist it in connection with the investment of the assets of the Funds. Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively.