Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2040 Moderate Portfolio (GIFRCX)
| 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 | 23.78 |
| YTD Return | 8.15% |
| 1-Year Return | 17.91% |
| 5-Year Return | n/a |
| 52-Week Low | 19.98 |
| 52-Week High | 23.97 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GIFRCX
GoalPath Fi360 2040 Indexed Conservative Portfolio I is a target-date mutual fund designed for participants aiming to retire around 2040. Its primary purpose is to balance long-horizon growth with prudent management of retirement income risk as the target date approaches. The strategy allocates across index-based building blocks in global equities, global fixed income, and Treasury inflation-protected securities, using mutual funds, collective investment funds, ETFs, and other pooled vehicles for broad, low-cost market exposure. Portfolio construction incorporates the Fi360 Fiduciary Score framework and ongoing quantitative and qualitative monitoring to support a disciplined, fiduciary-focused selection and rebalancing process. Within the 2040 cohort, the conservative glidepath emphasizes comparatively lower volatility and greater attention to sequence-of-returns and inflation risks, gradually increasing allocations to hedged income and inflation protection over time. The fund is positioned for workplace retirement plans as a Qualified Default Investment Alternative solution and seeks to translate the shift from human capital to financial capital into a systematic, risk-aware asset allocation across market cycles.
Performance
GIFRCX had a total return of 17.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.42%.