• TDX Independence ETFs

  • Simple portfolio management

Whether you're looking for a portfolio solution or looking to add to an existing strategy, Independence ETFs can simplify the planning process and your investing decisions to help you reach your goal. Each fund's portfolio is professionally allocated based on a specific time horizon, then as the target date gets nearer they are automatically adjusted for the shorter resulting time frame.

The fund begins by seeking growth of your assets while accepting more risk. The longer the horizon, the greater the risk accepted. Then, asset allocations are adjusted to accept less risk and help preserve capital as your withdrawal date approaches. An Independence ETF can be purchased directly through your TD AMERITRADE account the same way you place a stock order. Just enter the ETF symbol and amount of shares.

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Before investing in an ETF, carefully consider the investment 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.

TDX Independence In-Target ETF
(Ticker Symbol: TDX)

This fund initially is highly weighted toward fixed-income securities in order to seek conservation of capital. For five years, the fund will gradually increase exposure to equities up to a moderately conservative allocation, which it will then maintain.

TDX Independence 2010 ETF
(Ticker Symbol: TDD)

This fund has some exposure to equity securities, but is weighted toward fixed-income assets to seek capital preservation as 2010 approaches.

TDX Independence 2020 ETF
(Ticker Symbol: TDH)

This fund is initially weighted toward equities, and then shifts to a more conservative allocation until 2020.

TDX Independence 2030 ETF
(Ticker Symbol: TDN)

This fund is aggressively weighted toward equity securities for nearly half its life cycle, and then gradually allocates to more fixed-income investments.

TDX Independence 2040 ETF
(Ticker Symbol: TDV)

This fund has the longest and most aggressive exposure to domestic and international equities to seek capital appreciation, and then steadily shifts to more fixed-income allocations until 2040.

 
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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.

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 Corporation.

TDX Independence ETFs named "Most Innovative ETF for The Americas" category, presented at the 4th Annual Global ETF Awards on 04/17/08. More information on the award is available at www.exchangetradedfunds.com