Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2040 Consevative Portfolio (GIFRMX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

21.92

+0.05 (0.23%)

At close: Aug 27, 2026

14.82% (1Y)

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	21.87
YTD Return	8.75%
1-Year Return	14.56%
5-Year Return	n/a
52-Week Low	18.94
52-Week High	21.92
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About GIFRMX

The GoalPath Fi360 2040 Indexed Moderate Portfolio is a target-date mutual fund structured to align with a projected retirement year of 2040. Its primary function is to provide a diversified investment vehicle that balances growth and risk management as investors approach retirement. The fund employs an indexed moderate strategy, blending enhanced index equity and fixed income investments. This approach aims to grow assets while managing risk by gradually shifting the asset allocation: it holds a higher proportion of growth-oriented securities, such as global equities and fixed income, in the early years, and increases exposure to more defensive assets, like inflation-protected securities, as the 2040 target date nears. The portfolio is specifically tailored for those with a moderate risk tolerance, seeking to optimize expected retirement income by leveraging a disciplined, rules-based selection process, including the use of fiduciary scoring for fund selection. The GoalPath Fi360 2040 Indexed Moderate Portfolio plays a significant role in retirement planning by offering a transparent, scalable solution for individuals and plan sponsors aiming to meet future income needs through a structured glide path toward retirement.

Stock Exchange NASDAQ

Ticker Symbol GIFRMX

Performance

GIFRMX had a total return of 14.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.40%.