Before investing in an ETF or mutual fund, carefully consider the investing objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.

WealthRuler does not make specific asset or security recommendations. Users enter their desired retirement age, income and planned retirement expense information, plan end date and current allocation percentages of stocks, bonds and cash (to determine the user's risk tolerance). The tool then runs multiple simulations based on the information provided to determine if their assets are likely to cover their expenses over the life of the plan, during average and poor market conditions. Results may vary with each use and over time.

For complete details on criteria, methodology, limitations and key assumptions, please see Methodologies & Assumptions.

IMPORTANT: The projections or other information generated by WealthRuler regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

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. Normal brokerage commissions apply.

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 Funds, Inc. ETFs are distributed by ALPS Distributors, Inc.