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Before investing in investment company securities, be sure to carefully consider the security's objectives, risks, charge, and expenses. For a prospectus containing this and other important information, contact the investment company or a TD AMERITRADE Client Services representative. Please read the prospectus carefully before investing.
ETFs are subject to risks similar to those of stocks and trading prices may not reflect the actual net asset value of the underlying securities. There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses.
Morningstar Instant X-RayTM analyzes mutual funds, U.S.-based stocks, ADRs, plus cash and bond positions when entered using a ticker CASH$ or BOND$, respectively. All other security types are not analyzed.
TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc. Amerivest Investment Management LLC is a subsidiary of TD AMERITRADE Holding Corp.
TD AMERITRADE does not provide tax advice. We suggest that you seek the advice of a tax-planning professional with regard to your personal circumstances.
Rules about contributions and distributions apply to all IRAs under your direction. The contribution and distribution amounts here only include contributions or withdrawals in your TD AMERITRADE account.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC (“Amverivest”), an SEC-registered investment advisor. Brokerage services provided by TD AMERITRADE, Inc. TD AMERITRADE, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD AMERITRADE Holding Corporation. Amerivest is a trademark of TD AMERITRADE IP Company, Inc. Amerivest provides non-discretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities.
Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds selected by Morningstar Associates, LLC for the Premier List have been derived from a universe of mutual funds made available through TD AMERITRADE. Both the universe of mutual funds defined by TD Ameritrade and the Premier List are subject to change without notice. Morningstar Associates, LLC does not warrant this information to be accurate, complete or timely. Morningstar Associates, LLC is not responsible for any damages or losses arising from the use of this information. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD AMERITRADE that are appropriate. Past performance is no guarantee of future results.
Morningstar Associates provides consulting services to Amerivest with respect to the fund allocations for the Amerivest Guided Portfolios, but is not acting in the capacity of advisor to individual investors. Morningstar Associates selects funds for the Amerivest Guided Portfolios from the TD AMERITRADE Premier List, which is derived from a universe of mutual funds made available through TD AMERITRADE. The asset allocation targets are determined by Amerivest. Morningstar Associates strives to meet the asset allocation targets as closely as possible while accounting for fund-specific attributes; however, the actual allocations will fluctuate due to the nature of mutual fund investment activity and changes in the underlying holdings. Target allocations are subject to change without notice. Morningstar Associates establishes the fund allocations using asset classification as defined by its parent company, Morningstar, Inc. If alternative classification methods are used, the allocations may not meet the asset allocation targets. Morningstar Associates is not affiliated with Amerivest or TD AMERITRADE. The Morningstar name and logo are used under license from Morningstar Associates.