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Before investing in investment company securities, be sure to carefully consider the security’s objectives, risks, charges, and expenses. For a prospectus containing this and other important information, contact the investment company for a TD AMERITRADE Client Services representative. Please read the prospectus carefully before investing.
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.
ETFs are subject to risk similar to those of stocks, and trading prices may not reflect the actual net asset value of the underlying securities. “Target Date” refers to a time in the future, generally a specified year, in which the investor expects to retire or otherwise require the use of the invested funds. Target date funds are generally more aggressive the further the target date is from the present, with an objective of capital appreciation. As the target date approaches, the fund’s objective will generally become more conservative, aiming to achieve a higher level of capital preservation. Investors should note that although target date funds aim to preserve capital as the target date approaches, there is no guarantee that the fund will achieve this objective Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor.
Diversification does not eliminate the risk of experiencing investment losses.
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 wit TDX Independence Funds, Inc. or ALPS Distributors, Inc. Amerivest Investment Management LLC is a subsidiary of TD AMERITRADE Holding Corporation.
*Steady income subject to the credit risk of the issuer of the bond. If an issuer defaults, no future income payments will be made.
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.
Amerivest is an investment advisory service of Amerivest Investment Management, LLC (“Amerivest”), an SEC-registered investment advisor.
Amerivest provides non-discretionary and discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying securities. Brokerage services are 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. Unauthorized access and use is prohibited. Usage is monitored.
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 Investment Management or TD AMERITRADE. The Morningstar name and logo are used under license from Morningstar Associates.