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The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds that have either adopted policies to invest at least 80% of their assets in equity securities of foreign companies, or invest substantially all of their assets in such equity securities. It will diversify its investments by investing primarily in investment companies that focus on different segments of the foreign equity markets, including emerging markets, with little or no focus on domestic equity markets.
Name | Title | Since | Until |
---|---|---|---|
Daniel J. List | Director | 2019 | Now |
Biography | Daniel J. List, Chief Compliance Officer and Vice President Of Portfolio Management of Matson Money, Inc. He is responsible for portfolio designs, compliance, trading and system designs. | ||
Mark E. Matson | CEO | 2007 | Now |
Biography | Mark E. Matson, Chief Executive Officer and Director of Matson Money, Inc., founded Matson Money, Inc. in 1991 and serves as head portfolio manager at Matson Money, Inc.. | ||
Sean Babin | Portfolio Manager | 2018 | 2019 |
Biography | Sean Babin, Portfolio Manager of Matson Money, Inc, has been employed by Matson Money, Inc since 2016. He is responsible for research, portfolio design, and management of the Funds. Previously, he served as Assistant Portfolio Manager for Matson Money, Inc from September 2016 through April 2018. Prior to joining the Matson Money, Inc, he served at Charles Schwab from January 2015 through September 2016 as an Institutional Relationship Manager. Before joining Charles Schwab, he served as an Investment Analyst for American Wealth Management from January 2013 through January 2015. | ||
Steven B. Miller | President of Operation | 2007 | 2018 |
Biography | Steven B. Miller, President of Operations and Portfolio Manager of Matson Money, Inc., has been employed by Matson Money, Inc. as a Portfolio Manager since April 2004. Prior that, he was a senior financial analyst with F+W Publications Inc. from November 2002 to April 2004, and a financial analyst with MidLand Enterprises, Inc. from April 2002 to November 2002. | ||
Kenneth E. Gatliff | Portfolio Manager | 2015 | 2018 |
Biography | Kenneth E. Gatliff, Portfolio Manager of Matson Money, Inc, has been employed by the firm since April 2007 as an Investment Services Coordinator, then as an Assistant Portfolio Manager from June 2008 to February 2014. He is responsible for research, portfolio design, and management of the Portfolios. | ||
Daniel J. List | Director | 2007 | 2015 |
Biography | Daniel J. List, Chief Compliance Officer and Vice President Of Portfolio Management of Matson Money, Inc. He is responsible for portfolio designs, compliance, trading and system designs. |
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