Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2030 Consevative Portfolio (GITRMX)
| 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 | 16.29 |
| YTD Return | 3.43% |
| 1-Year Return | 9.70% |
| 5-Year Return | n/a |
| 52-Week Low | 14.84 |
| 52-Week High | 16.58 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GITRMX
The GoalPath Fi360 2030 Indexed Moderate Portfolio is a target-date collective investment trust designed to align with a retirement date of approximately 2030. Its primary purpose is to provide a balanced approach to growth and income risk management for investors approaching retirement. The portfolio employs a diversified allocation across global equities, global fixed income, and Treasury Inflation-Protected Securities (TIPS), primarily through investments in mutual funds, collective investment funds, exchange-traded funds, and other pooled vehicles. Initially, the portfolio emphasizes growth with a larger allocation to global equities, but as the target date approaches, it gradually increases its allocation to fixed income and inflation-protected securities to help manage retirement income risk and reduce volatility. The fund is constructed and monitored using quantitative methods, including fiduciary review metrics, and is designed for participants with moderate risk tolerance seeking a professionally managed, age-appropriate glide path for retirement savings. Its methodology incorporates the Fi360 fiduciary scoring system in fund selection, supporting alignment with fiduciary best practices for retirement plans and advisors.
Performance
GITRMX had a total return of 9.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.71%.