Td Ameritrade Tr Co Colle Inves Fds For Empl Benefit Plans - Goalpath 2020 Consevative Portfolio (GITWMX)
| 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 | 14.90 |
| YTD Return | 3.11% |
| 1-Year Return | 8.03% |
| 5-Year Return | n/a |
| 52-Week Low | 13.84 |
| 52-Week High | 15.08 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About GITWMX
GoalPath Fi360 2020 Indexed Moderate Portfolio is a target-date mutual fund designed to support individuals nearing retirement, specifically those with a retirement horizon around the year 2020. As a moderate portfolio within the GoalPath Fi360 series, it aims to balance growth potential with the need for capital preservation by maintaining a carefully calibrated mix of asset classes. Typically, it allocates assets across global equities, global fixed income, and a significant proportion in treasury inflation-protected securities (TIPS) to mitigate inflation risk as retirement approaches. The portfolio construction process employs an evidence-based approach, integrating academic research, modern portfolio theory, and a robust due diligence process. One of its distinguishing features is the use of the Fi360 Fiduciary Score®, a quantitative metric designed to ensure prudent investment selection and ongoing monitoring. This score enables the portfolio to align with fiduciary best practices, supporting retirement plan advisors with scalable, compliant investment solutions. The fund addresses the evolving risk profile of investors as they move from accumulating assets to preserving income, adjusting its asset allocation over time to reflect the shift from human capital to financial capital. It plays a significant role in retirement planning, serving as a qualified default investment alternative and offering a disciplined rebalancing process for long-term retirement income security.
Performance
GITWMX had a total return of 8.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.82%.