TD Ameritrade Trust Co. CIF For Employee Benefit Plans - Strategic Roadmap Aggressive Fund I (SRMAIX)
| 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 | 29.80 |
| YTD Return | 11.90% |
| 1-Year Return | 24.13% |
| 5-Year Return | n/a |
| 52-Week Low | 23.63 |
| 52-Week High | 30.03 |
| 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.
Performance
SRMAIX had a total return of 24.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.36%.