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TDAX Independence 2040 ETF (TDV)

Overview

TDX Independence 2040 ETF (TDV) is a lifecycle fund designed for investors planning for a life event or retirement in 2040. TDV invests in a variety of asset classes and gradually shifts from the initial portfolio allocation to a more conservative allocation in order to prudently maximize capital appreciation as the fund’s target date approaches.

TDV seeks investment results generally corresponding to the performance, before fees and expenses, of the Zacks 2040 Lifecycle Index-a passively managed, rules based methodology comprised of publicly traded common stock, bonds and ADRs developed by Zacks Investment Research. Index constituents represent a diversified group of securities from three broad asset classes: international equities, domestic equities and fixed income.

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Fund Information

  • Fund Manager - TDAX Independence ETFs
  • Inception Date - 10/01/2007
  • Exchange – NYSE Arca
  • Index Ticker – TDV
  • Intra-day NAV Ticker – TDV.IV
  • Expense Ratio - 0.65%

Top Holdings

Weighting Name Security Type Ticker Market Price Amount Held**
3.20%EXXON MOBIL CORP EQ XOM 7315999
2.25%MICROSOFT CORP EQ MSFT $29.57 27792
1.87%WAL-MART STORES INC EQ WMT $54.41 12549
1.55%GOOGLE INC-CL A EQ GOOG $587.05 962
1.50%AT&T INC EQ T $27.61 19805
1.49%JOHNSON & JOHNSON EQ JNJ $64.25 8436
1.47%PROCTER & GAMBLE CO EQ PG $61.87 8658
1.45%APPLE INC EQ AAPL $189.87 2788
1.39%INTL BUSINESS MACHINES CORP EQ IBM $126.80 3985
1.38%CHEVRON CORP EQ CVX $76.76 6576
Holdings as of 12/08/2009

References

  1. - Overview of TDAX Independence 2040 ETF (TDV)
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