Transcription of Retirement Advocate Aggressive
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Retirement Advocate Aggressive Portfolio date : 6/30/2018 Maintained by: TD Ameritrade Trust Company Fund Profile Portfolio Construction CUSIP 87239R506. Morningstar Category US SA Allocation--70% to 85% Equity The Retirement Advocate Aggressive Fund is an asset allocation fund that invests in a mixture of equities and Subadvisor Moneta Group Investment Advisors, LLC other alternative strategies through mutual funds, ETFs, or other pooled funds. The investment objective of the Base Currency US Dollar Aggressive Fund is growth. Its assets will be invested predominantly in equities (both domestic and international). The Aggressive Fund may have an allocation to alternative strategies to help it pursue its Fee/ Expense investment objectives. All of the Fund's assets may be invested in equities and the Fund may use both passive Net Expense Ratio and active investment options. As financial markets and holdings fluctuate in value, the Fund is rebalanced to Fee per $1,000 $ maintain its target asset allocation.
Retirement Advocate Aggressive Portfolio Date: 6/30/2018 Maintained by: TD Ameritrade Trust Company About Risk There is no assurance that the stated objective of a particular CIF will be
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Funds® 2055 Target Date Retirement, Date, Funds, Retirement, RECONCILIATION, Transition to Retirement, Tax Deduction Directive Retirement, Tax Deduction Directive Retirement Annuity Funds, Retirement Funds Act, 2005, OXY RETIREMENT PLAN FEE DISCLOSURE, GEORGIA GARNISHMENT EXEMPTIONS, GEORGIA GARNISHMENT EXEMPTIONS RETIREMENT