TDV is a lifecycle fund designed for investors who were planning to retire or have a life event in 2040. The fund looks to employ an aggressive asset allocation strategy with heavy exposure to equities and a very small holding in bonds.

This db-X In-Target Date Fund 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. Currently, fixed income makes up just under one-tenth of the portfolio while international equities make up a little under one-fourth of the total holdings, leaving the vast majority of the fund in domestic stocks (close to 65%). Investors should note that as the retirement date approaches, the fund will shift more of its equity exposure over into fixed income, thereby reducing volatility but also cutting down on the possibility for returns. For more information check out TDV's home page.


 
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