Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2030 Moderate Portfolio (GITRCX)
| 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 | 20.67 |
| YTD Return | 6.57% |
| 1-Year Return | 14.25% |
| 5-Year Return | n/a |
| 52-Week Low | 18.19 |
| 52-Week High | 20.93 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GITRCX
GoalPath Fi360 2030 Indexed Conservative Portfolio I is a target-date collective investment vehicle designed for participants planning to retire around 2030. It pursues growth early on and increasingly emphasizes management of retirement income risk as the target date nears, using a glidepath that shifts from growth assets toward inflation-hedged income securities. According to its fact sheet, the portfolio allocates across global equities, global fixed income, and Treasury Inflation-Protected Securities by investing through index-oriented mutual funds, collective investment funds, ETFs, and other pooled vehicles. As of December 31, 2024, reported allocations included meaningful exposures to US equity, US fixed income, and international equity, with smaller allocations to cash and international fixed income. The strategy incorporates the Fi360 Fiduciary Score within its fund selection and monitoring process to support prudent, evidence-based oversight and scalable fiduciary reviews. Positioned within the Target-Date 2030 landscape, it aims to balance market participation with risk controls suitable for investors with lower risk tolerance approaching retirement.
Performance
GITRCX had a total return of 14.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.02%.