Whether you’re looking for a complete portfolio solution or looking to add to an existing strategy, TDX Independence ETFs can simplify the planning process and your investment decisions to help reach your goal. Each fund’s portfolio is professionally allocated based on a specific time horizon. Using industry-leading research they are automatically adjusted to meet your needs as your target date approaches.
The funds begin by seeking growth of your assets while accepting more risk. The longer the time horizon, the greater the risk accepted. As your withdrawal date approaches, asset allocations are adjusted to minimize risk and preserve capital.
Simple portfolio management
A TDX Independence ETF gives you all the benefits of a diversified portfolio that tracks an established index in a single fund. The fund will be reallocated automatically according to the target date.
>TDX Independence 2010 ETF
>TDX Independence 2020 ETF
>TDX Independence 2030 ETF
>TDX Independence 2040 ETF
>TDX Independence In-Target ETF
(Note: Clicking the link will pass the viewer to the respective Overview page for the particular fund)
What you need to know:
- Purchase just one ETF to get a diversified portfolio.
- Pay standard commissions and brokerage fees
- The minimum purchase is one share
- Each fund’s approach to gathering assets is determined by its target withdrawal date. Funds with longer time horizons have higher initial equity exposure, including international equities, with greater volatility and risk. Funds with shorter time horizons have higher fixed income exposure, with lower volatility and risk.
- Asset allocations are intended to slowly reduce the risk exposure of the fund as it gets closer to its end target date to help preserve capital for withdrawal – each successive change in portfolio risk profile accepts lower potential returns than the one that preceded it.
- It's important that your time horizon is consistent with the selected fund and you are comfortable with the fund’s risk profile.
- Asset allocation and adjustments are made automatically by the fund.
There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses. TDX Independence Exchange-Traded Funds are distributed by ALPS Distributors, Inc. XShares Advisors LLC serves as advisor to the Funds. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE, TDX Independence Funds, Inc., XShares Advisors LLC, and ALPS Distributors, Inc. are not affiliated. Amerivest Investment Management LLC is a subsidiary of TD AMERITRADE Holding Corporation.
