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16.398
+0.310
+1.94%
30/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 5.85M
TDA Managed Retirement Real Asset Class I
16.398
+0.310
+1.94%
- Overview
- Profile
- Historical Data
- Holdings
Managed Retirement Real Asset Class I Overview
On this page you'll find an in-depth profile of Managed Retirement Real Asset Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000X703 among other information.
Investment Strategy
The Real Asset Fund is an asset allocation fund whose primary objective is income and stability. It is designed for investors concerned about the prospect of rising inflation. The Fund is invested in a diversified mix of underlying vehicles including mutual funds, ETFs, stable value and other pooled funds. The Real Asset Fund will allocate its investments among stable value investments, domestic and international fixed income, real estate and REITs, commodities and natural resources, and other alternative investment strategies. Allocations will be monitored and tactically adjusted to take advantage of valuation opportunities from time to time. The fund 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 | - | 2012 | 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 | - | 2012 | 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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