Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2040 Aggressive Portfolio (GIFRAX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 26.15 |
| YTD Return | 9.76% |
| 1-Year Return | 21.30% |
| 5-Year Return | n/a |
| 52-Week Low | 21.32 |
| 52-Week High | 26.40 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GIFRAX
GoalPath Fi360 2040 Indexed Aggressive Portfolio is a target‑date mutual fund designed for participants planning to retire around 2040, emphasizing growth in the earlier years and gradually shifting toward inflation‑hedged income as retirement approaches. The portfolio follows an indexed approach across global equities, global fixed income, and Treasury Inflation‑Protected Securities, using a preset glide path to dial down risk over time in line with the transfer from human capital to financial capital. Its investment lineup and rebalancing framework incorporate the Fi360 Fiduciary Score as one of several quantitative and qualitative selection inputs to support fiduciary oversight and consistency with evidence‑based practices. Within the series, the “Aggressive” profile typically allocates a higher share to growth assets when far from the target date, with reductions as 2040 nears to better manage retirement income risk. The fund sits within a broader suite of GoalPath Fi360 indexed portfolios that provide multiple retirement dates and risk profiles, offering a structured, open‑architecture solution for workplace retirement plans seeking scalable fiduciary review and transparent portfolio construction.
Performance
GIFRAX had a total return of 21.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.16%.