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Managed Retirement Balanced Class I (0P0000G6OZ)

US Funds

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29.525 +0.880 +3.08%

30/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 75.54M

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0P0000G6OZ Overview

On this page you'll find an in-depth profile of Managed Retirement Balanced Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000G6OZ among other information.

Contact Information

Address Matrix Trust Company
,
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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Recent Quotes

	Name	Price	Chg.	Chg. %
	TDA Managed Retir.	29.525	+0.880	+3.08%