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SMART Capital Preservation Fund
to the TD Ameritrade SDB Money Market is not permitted. If a transfer is processed from the SMART Capital Preservation Fund to another core ... The Inception Date listed is the date the fund began operations. The Data Effective Date is the date for which the most current data is …
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SmartMix Funds - docs.retirementpartner.com
docs.retirementpartner.comSmartMix Funds Quarterly Fund Report As of March 31, 2018 Returns over time YTD Conservative Fund -0.7% Custom Blend Conservative 1-0.8% Moderate Fund -0.7%
Horizons 2020 Target Date Fund - …
docs.retirementpartner.comwww.ounta.om 1 800) 947-084 | Refer to te net age for imortant footnotes inuding risk information. HORIZONS INVESTMENT OPTION FUND DATA SHEET | 2017 Horizons 2020 Target Date Fund Investment Objective Horizons Target …
6/30/18 - docs.retirementpartner.com
docs.retirementpartner.comPortfolio Overview Retirement Strategy Funds are diversified asset allocation portfolios designed for people who want to leave ongoing investment deci-
Short-Term Investment Fund W
docs.retirementpartner.comWhen used as supplemental sales literature, the Investment Profile must be preceded or accompanied by this disclosure statement. The performance data given represents past
6/30/18 - docs.retirementpartner.com
docs.retirementpartner.comPortfolio Overview Retirement Strategy Funds are diversified asset allocation portfolios designed for people who want to leave ongoing investment deci-
6/30/18 - docs.retirementpartner.com
docs.retirementpartner.comPortfolio Overview Retirement Strategy Funds are diversified asset allocation portfolios designed for people who want to leave ongoing investment deci-
6/30/18 - docs.retirementpartner.com
docs.retirementpartner.comPortfolio Overview Retirement Strategy Funds are diversified asset allocation portfolios designed for people who want to leave ongoing investment deci-
WASHINGTON STATE INVESTMENT BOARD SEPTEMBER 30, …
docs.retirementpartner.comWASHINGTON STATE INVESTMENT BOARD Savings Pool Investment Objecti ve The Savings Pool seeks to preserve principal while earning a rate of return in excess of the current yield of U.S.
Quarterly Fund Report As of June 30, 2018
docs.retirementpartner.comStable Value Fund Quarterly Fund Report As of June 30, 2018 Returns over time YTD 1 Year 3 Years* 5 Years* 10 Years* Stable Value Fund 1.1% 2.1% 2.0% 1.9% 2.2%
JUNE 30, 2017 • STABLE VALUE INCEPTION: OCTOBER 1, 1985 ...
docs.retirementpartner.comThe Deferred Compensation Stable Value Fund seeks to protect principal while providing a higher rate of return than other conservative investments, such …
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TD Ameritrade Clearing Inc. FY20 Statement of Financial ...
www.tdameritrade.comTD Ameritrade Clearing, Inc. (An Indirect Wholly-Owned Subsidiary of TD Ameritrade Holding Corporation) Notes to the Statement of Financial Condition 3 September 30, 2020 1. Organization and Nature of Operations TD Ameritrade Clearing, Inc. (the "Company") is an indirect wholly-owned subsidiary of
TD Ameritrade Business Continuity Plan Statement
www.tdameritrade.comTD Ameritrade has a comprehensive business continuity program in place, which is reviewed, updated and tested on a regular basis. The program is intended to maintain business operations such as processing client orders and transactions, providing access to cash and securities, and providing access to information about balances and transactions ...
Data Privacy in the Financial Services Industry
www.capgemini.comJan 2009 TD Ameritrade Holding Corp. Financial Services 6.3 Sep 2011 Tricare Management Activity, SAIC Other 5.2 Jan 2009 CheckFree Corp. Financial Services 5.0 Exhibit 2: Top Ten Data Breaches across Industries Affecting U.S. Consumers (2007-2011) * Includes TJMaxx, Marshalls and Winners in U.S., Puerto Rico, Canada, U.K. and Ireland