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Managed Retirement Balanced Class Ii (0P0000G6P0)

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31.454 +0.930    +3.06%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 75.54M
TDA Managed Retirement Balanced Class II 31.454 +0.930 +3.06%

0P0000G6P0 Overview

 
On this page you'll find an in-depth profile of Managed Retirement Balanced Class Ii. Learn about the key management, total assets, investment strategy and contact information of 0P0000G6P0 among other information.
Category

Allocation--50% to 70% Equity

Total Assets

75.54M

Expenses

0.76%

Inception Date

Aug 31, 2006

Contact Information

Address Matrix Trust Company
,
United States
Phone -

Top Executives

Name Title Since Until
Keith L. Shadrick - 2006 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 - 2006 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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