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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
TDA Managed Retirement Balanced Class I 29.525 +0.880 +3.08%

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 Rating 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 Rating 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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