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Managed Retirement Conservative Class Ii (0P0000G6P2)

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24.167 +0.440    +1.86%
30/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 42.92M
TDA Managed Retirement Conservative Class II 24.167 +0.440 +1.86%

0P0000G6P2 Overview

 
On this page you'll find an in-depth profile of Managed Retirement Conservative Class Ii. Learn about the key management, total assets, investment strategy and contact information of 0P0000G6P2 among other information.
Category

Allocation--30% to 50% Equity

Total Assets

42.92M

Expenses

0.81%

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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