Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2060 Moderate Portfolio (GISYCX)
| 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 | 27.46 |
| YTD Return | 11.30% |
| 1-Year Return | 23.64% |
| 5-Year Return | n/a |
| 52-Week Low | 22.26 |
| 52-Week High | 27.94 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GISYCX
The GoalPath Fi360 2060 Indexed Conservative Portfolio is a target date collective investment fund designed to help investors prepare for retirement around the year 2060. As a conservative portfolio, it focuses on a balance between capital growth and risk management, particularly aiming to preserve income as participants approach retirement. The fund initially allocates the majority of its assets—approximately 95%—to global equities for growth potential and 5% to global fixed income. As the target date draws nearer, the allocation gradually shifts, reducing equity exposure and increasing holdings in global fixed income and Treasury Inflation-Protected Securities to further mitigate risk and guard against inflation. This portfolio leverages index-based investment strategies across global asset classes and incorporates fiduciary best-practices by utilizing metrics like the Fi360 Fiduciary Score during fund selection. The portfolio’s open architecture includes investments in index mutual funds, exchange-traded funds, and other pooled vehicles. Designed with lower risk tolerance in mind, it provides a disciplined, evidence-based glidepath that adapts to an investor’s lifecycle and changing risk profile, playing a significant role in workplace retirement plans and long-term retirement strategies.
Performance
GISYCX had a total return of 23.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.50%.