What are Amerivest Target Date Investment Portfolios?
Amerivest Target Date Investment Portfolios are allocated and adjusted with a specific date in mind — simplifying the portfolio management process for you. They are designed to have an investor withdraw their assets at or after a specific calendar year. They are diversified, index-based investment portfolios that are gradually adjusted over time according to the specified date. You choose one of six portfolios to match your target date.
Amerivest Target Date Investment Portfolios aim at a specific date – simplifying the portfolio management process for you. They are designed to have an investor withdraw their assets at or after a specific calendar year. They are diversified, index-based investment portfolios that are gradually adjusted over time according to the specified date. You choose one of six portfolios to match your target date.
Related Questions
- Why should a retirement plan sponsor and its investment advisor consider building custom target date portfolios, instead of using off-the-shelf mutual funds?
- How do the trustees evaluate the performances of the Funds portfolios and investment advisors?
- What are Amerivest Target Date Investment Portfolios?
