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Retirement Advocate Moderate Fund (0P0000WH9C)

US Funds

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26.541 +0.820 +3.19%

30/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 232.65M

Type: Fund

Market: United States

Issuer: TD Ameritrade Trust Company

Asset Class: Equity

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0P0000WH9C Overview

On this page you'll find an in-depth profile of Retirement Advocate Moderate Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000WH9C among other information.

Investment Strategy

The Retirement Advocate Funds are diversified asset allocation models created by Moneta, through a stringent due diligence process, selecting mutual funds, ETFs, or other pooled funds that represent various assets classes including equities, fixed income, and possibly alternative investment strategies. Moneta generally utilizes institutionally priced investment vehicles to control fees and expenses.

Contact Information

Address Matrix Trust Company
,
United States

Phone -

Top Executives

Name	Title	Since	Until
Management Team	-	2021	Now
Biography	Team Managed
Luke Ferraro	-	2020	2021
William Allen Hornbarger	-	2011	2020
Biography	Chief Fixed Income Strategist and member of Investment Strategy Committee for A.G. Edwards and successor companies (Wachovia Securities and Wells Fargo Advisors) from 1994 through 2009. Spent the first 7 years (1987 through 1994) at A.G. Edwards as a fixed income credit analyst. At the end of his tenure at Wells Fargo Advisors, Mr. Hornbarger was the lead portfolio manager for the firm's Cyclical Asset Allocation Program, a $2 billion multi- asset, risk based ETF managed account.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Retirement Advoca.	26.541	+0.820	+3.19%