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

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	16.26
YTD Return	1.82%
1-Year Return	3.24%
5-Year Return	n/a
52-Week Low	15.67
52-Week High	16.60
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About SRMCIX

Strategic Roadmap Conservative Fund I is a mutual fund designed to offer investors a diversified investment approach with a focus on stability and capital preservation. Emphasizing a conservative asset allocation, the fund primarily invests in a mix of fixed income securities and, to a lesser extent, equities and other asset classes. The objective is to achieve risk-adjusted returns that maintain a lower overall volatility profile compared to more aggressive portfolios. The fund may utilize a variety of holdings such as other mutual funds, exchange-traded funds (ETFs), and individual securities to provide broad exposure across sectors, including government and corporate bonds, as well as select equity positions. Strategic Roadmap Conservative Fund I plays a key role for investors seeking to balance modest growth potential with an emphasis on downside risk management, making it suitable for those with lower tolerance for risk or shorter investment horizons. Its diversified structure supports stability in changing market environments, reinforcing its purpose as a foundational component within a comprehensive financial strategy.

• Stock Exchange: Nasdaq
• Ticker Symbol: SRMCIX

Performance

SRMCIX had a total return of 3.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.14%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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