TD Ameritrade Trust Co. CIF For Employee Benefit Plans - Strategic Roadmap Aggressive Fund I (SRMAIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

30.72

-0.02 (-0.07%)

Aug 26, 2026, 9:30 AM EST

24.42% (1Y)

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	30.74
YTD Return	16.01%
1-Year Return	24.42%
5-Year Return	n/a
52-Week Low	24.61
52-Week High	30.92
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About SRMAIX

Strategic Roadmap Aggressive Fund I is a mutual fund specializing in strategic asset allocation with a focus on aggressive growth. The fund invests primarily through a diversified mix of mutual funds, exchange-traded funds (ETFs), and individual securities, targeting a high equity exposure—typically allocating over 85% to equities. Its portfolio spans U.S. and international large-cap, mid-cap, and small-cap equities, as well as emerging markets, and may include allocations to real estate, commodities, and other alternative strategies to enhance return potential. This broad diversification supports its objective of capital appreciation while managing risk through asset class selection. The fund employs a disciplined due diligence process to select underlying investments, aiming to provide exposure to various sectors and geographies. Designed for investors with a higher risk tolerance, Strategic Roadmap Aggressive Fund I plays a significant role in long-term growth-oriented investment strategies within the mutual fund market, offering comprehensive market exposure through its dynamic asset allocation approach.

Stock Exchange NASDAQ

Ticker Symbol SRMAIX

Performance

SRMAIX had a total return of 24.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.81%.