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Starcore Iii Fund® (0P0000G6P9)

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33.970 +1.300    +3.97%
30/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 35.49M
Type:  Fund
Market:  United States
Issuer:  TD Ameritrade Trust Company
Asset Class:  Equity
StarCore III Fund 33.970 +1.300 +3.97%

0P0000G6P9 Overview

 
On this page you'll find an in-depth profile of Starcore Iii Fund®. Learn about the key management, total assets, investment strategy and contact information of 0P0000G6P9 among other information.
Category

Allocation--70% to 85% Equity

Total Assets

35.49M

Expenses

0.74%

Inception Date

Nov 30, 2006

Investment Strategy

The StarPath Funds® seek to add value through “asset class” investing rather than through an actively managed stock selection or a simple index approach. Rogers Wealth Group (“Rogers”) investment methodology does not depend on market timing, individual stock selection or economic forecasting, as Rogers believes these approaches typically prove to be more costly in terms of fees and tend to underperform the market. Instead, each StarPath Fund® utilizes “asset class” investing through institutional asset class mutual funds offered primarily by Dimensional Fund Advisors.

Contact Information

Address Matrix Trust Company
,
United States
Phone -

Top Executives

Name Title Since Until
Matt Lankford - 2006 Now
Biography As Vice President & Chief Investment Officer of Rogers Wealth Group, Matt has carried on the firm's tradition of managing globally diversified, risk-targeted portfolios, which reflect the firm's commitment to Fama/French research & Modern Portfolio Theory.
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