Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2060 Consevative Portfolio (GISYMX)
| 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 | 26.70 |
| YTD Return | 11.12% |
| 1-Year Return | 23.24% |
| 5-Year Return | n/a |
| 52-Week Low | 21.70 |
| 52-Week High | 27.15 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GISYMX
The GoalPath Fi360 2060 Indexed Moderate Portfolio is a target-date collective investment vehicle tailored for individuals planning to retire around the year 2060. Classified as a moderate risk portfolio, its primary objective is to balance long-term growth with prudent risk management as retirement approaches. The fund strategically allocates assets between global equities and global fixed income, initially favoring equities—approximately 95%—to seek capital appreciation during the early and mid-life stages of an investor’s retirement horizon. Over time, its asset mix becomes progressively more conservative, gradually increasing exposure to fixed income and Treasury Inflation-Protected Securities (TIPS) as the target retirement date nears, with a final allocation that typically shifts to about 50% equities at retirement. The portfolio invests via a diversified mix of index mutual funds, collective investment funds, exchange-traded funds, and other pooled vehicles. Its construction and ongoing management leverage the Fi360 Fiduciary Score—an evidence-based metric ensuring oversight and adherence to fiduciary standards—along with robust portfolio analytics. The GoalPath Fi360 2060 Indexed Moderate Portfolio serves the defined contribution and retirement plan market by providing a disciplined, glidepath-driven approach to help participants manage the evolving risks associated with retirement income planning.
Performance
GISYMX had a total return of 23.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.91%.