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Managed Retirement Conservative Class I (0P0000G6P1)

US Funds

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23.629 +0.440 +1.88%

30/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 42.92M

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0P0000G6P1 Overview

Find basic information about the Managed Retirement Conservative Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000G6P1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change11.53%

Prev. Close23.192

Risk Rating

TTM YieldN/A

ROE23.26%

IssuerN/A

Turnover120.87%

ROA9.92%

Inception DateJun 29, 2007

Total Assets42.92M

Expenses0.55%

Min. InvestmentN/A

Market Cap64.03B

CategoryAllocation - - 30% to 50% Equity

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Managed Retirement Conservative Class I Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1073	1012	1115	1110	1272	1585
Fund Return	7.32%	1.19%	11.53%	3.53%	4.94%	4.72%
Place in category	-	-	-	-	-	-
% in Category	95	87	94	19	48	44

Top Equity Funds by Matrix Trust Company

Name	Total Assets	YTD%	3Y%	10Y%
Retirement Advocate Aggressive Fund	233.72M	18.98	6.83	8.59
Retirement Advocate Moderate Fund	232.65M	13.63	4.39	6.37
TDA Managed Retirement Growth Clas1	84.47M	13.21	5.30	8.64
TDA Managed Retirement Growth Clas2	84.47M	12.95	5.04	8.36
TDA Managed Retirement Balanced Cl1	75.54M	10.79	4.83	7.30

Top Funds for Allocation--30% to 50% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Wellesley Income Admiral	42.38B	9.19	2.86	5.57
Vanguard Tax-Managed Balanced Adm	10.51B	14.33	5.59	7.71
Vanguard LifeStrategy Cnsrv Gr Inv	10.47B	9.73	2.04	5.00
Vanguard Wellesley Income Inv	8.94B	9.11	2.77	5.49
BlackRock Multi-Asset Income Instl	5.97B	9.78	3.29	4.41

Top Holdings

Name	ISIN	Weight %	Last	Change %
Dodge & Cox Income X	-	34.33	-	-
TCW Emerging Markets Income Plan	-	6.80	-	-
Vanguard Russell 1000 Growth Index I	-	6.41	-	-
Dodge & Cox Global Bond X	-	4.52	-	-
Vanguard Russell 1000 Value Index I	-	2.64	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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	Name	Price	Chg.	Chg. %
	TDA Managed Retir.	23.629	+0.440	+1.88%