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35.255
+1.380
+4.09%
30/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 84.47M
TDA Managed Retirement Growth Class II
35.255
+1.380
+4.09%
- Overview
- Profile
- Historical Data
- Holdings
Managed Retirement Growth Class Ii Overview
On this page you'll find an in-depth profile of Managed Retirement Growth Class Ii. Learn about the key management, total assets, investment strategy and contact information of 0P0000G6P4 among other information.
Investment Strategy
The Growth Fund is an asset allocation fund whose primary objective is growth of capital with some consideration for income. The Fund is invested in a diversified mix of underlying vehicles including mutual funds, ETFs, stable value and other pooled funds. The Growth Fund typically invests 75% of its assets in equities, a portion of which is allocated to international equities and real estate, and 5% in bonds, a portion of which is allocated to international bonds, stable value funds, and cash vehicles. Tactical changes may be made to take advantage of valuation opportunities from time to time. To ensure the Fund’s strategy remains consistent, the allocation may be rebalanced when it deviates significantly from strategic targets. Investors in this fund should be willing to accept fluctuation in value and be able to tolerate the market risk that comes from the volatility of capital markets.
Contact Information
Address
Matrix Trust Company
,
United States
,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Keith L. Shadrick | - | 2007 | Now |
| Biography | Keith Shadrick has 25 years experience in the areas of asset allocation, portfolio management and ERISA consulting. He is a Certified Consultant as bestowed him by the Center for Fiduciary Studies. He is a graduate of Callan’s Center for Investment Training, an educational forum focusing on investment policy and the monitoring and controlling of an institutional investment program. He is also a member of the Revere Coalition, a non-profit fiduciary advocacy group of independent investment fiduciaries. | ||
| Robyn D. Shelley | - | 2007 | Now |
| Biography | Robyn Shelley graduated with distinction from Indiana University in 1999 with a B.A. in Economics. She was previously employed as a member of the Private Partnership Group of Lincoln Capital Management. She is a member of Phi Beta Kappa and has earned the right to use the Chartered Financial Analyst (CFA) designation. | ||
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