TDD is a lifecycle fund designed for investors who retired or had a life event in 2010. The fund looks to employ a very conservative asset allocation strategy with heavy exposure to bonds and, to a lesser extent, large cap equities.
This gives the fund an extreme focus on high quality low risk securities and minimal loss potential, a situation that should be perfect for those who are currently in retirement or just experienced a life event. Investors should also note that the fund looks to automatically move down the risk glide path to gradually increase its risk exposure to match that of the Lipper Conservative Funds Index by the end of 2015. TDD will then seek to replicate the Lipper equity allocation (currently 33%) on a static basis, into perpetuity. For more information check out TDD’s home page.
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