The StarPath Funds, refers to two groups of collective investment funds ("CIFs") that are maintained by TD Ameritrade Trust Company: The StarTrack Funds† and the StarCore Funds†. TD Ameritrade Trust, as Trustee of the CIFs, has retained Rogers Wealth Group to provide subadvisory services in connection with the CIFs, and utilizes models developed by Rogers Wealth Group for investing CIF assets. Information about Rogers Wealth Group may be accessed at http://www.rogerswealth.co.
Information regarding the following CIFs is contained on this Web site.
The StarTrack Funds® are CIFs designed for participants seeking to retire at a specific date. The allocation of these target date funds will get more conservative as the target date approaches.
The StarCore Funds® are CIFs that target and maintain specific levels of risk and return, rather than targeting specific dates.
Additional information about TD Ameritrade Trust, the Trustee of the CIFs, as well as Rogers Wealth Group, the subadvisor to the Trustee, is also available on this Web site. Employers can obtain information on how to add a CIF to their qualified retirement plan investment menu by reviewing the remaining pages.
For information regarding the risk of investing in these CIFs, please see the Fund Summary Document listed under the CIF Information tab.
For more information on the StarPath Funds®, please contact Scott Redman at 303-294-5354.