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Retirement Advocate Aggressive Fund (0P0000WH99)

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38.710 +1.620    +4.37%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  TD Ameritrade Trust Company
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 233.72M
Retirement Advocate Aggressive Fund 38.710 +1.620 +4.37%

0P0000WH99 Overview

 
On this page you'll find an in-depth profile of Retirement Advocate Aggressive Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000WH99 among other information.
Category

Allocation--85%+ Equity

Total Assets

233.72M

Expenses

0.50%

Inception Date

Sep 30, 2011

Contact Information

Address Matrix Trust Company
,
United States
Phone -

Top Executives

Name Title Since Until
Management Team - 2021 Now
Biography Team Managed
Luke Ferraro - 2020 2021
William Allen Hornbarger - 2011 2020
Biography Chief Fixed Income Strategist and member of Investment Strategy Committee for A.G. Edwards and successor companies (Wachovia Securities and Wells Fargo Advisors) from 1994 through 2009. Spent the first 7 years (1987 through 1994) at A.G. Edwards as a fixed income credit analyst. At the end of his tenure at Wells Fargo Advisors, Mr. Hornbarger was the lead portfolio manager for the firm's Cyclical Asset Allocation Program, a $2 billion multi- asset, risk based ETF managed account.
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