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Managed Retirement Balanced Class I (0P0000G6OZ)

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29.525 +0.880 +3.08%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 75.54M

Type: Fund

Market: United States

Asset Class: Equity

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0P0000G6OZ Overview

Find basic information about the Managed Retirement Balanced 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 0P0000G6OZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change16.12%

Prev. Close28.643

Risk Rating

TTM YieldN/A

ROE24.16%

IssuerN/A

Turnover96.18%

ROA10.45%

Inception DateJun 29, 2007

Total Assets75.54M

Expenses0.51%

Min. InvestmentN/A

Market Cap65.85B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1108	1027	1161	1152	1472	2022
Fund Return	10.79%	2.72%	16.12%	4.83%	8.05%	7.3%
Place in category	-	-	-	-	-	-
% in Category	88	64	85	46	40	36

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 Cl2	75.54M	10.54	4.57	7.03

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.65B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	56.6B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Advisor Balanced A	42.26B	18.41	6.40	9.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
Dodge & Cox Income X	-	20.14	-	-
Vanguard Russell 1000 Growth Index I	-	13.50	-	-
Vanguard Russell 1000 Value Index I	-	5.54	-	-
Reliance Tr Instl Retiremt Tr	-	5.52	-	-
DFA US Targeted Value I	-	5.51	-	-

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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Recent Quotes

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