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Profile
Advisors Using This Fund
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Jason D. Preti, CFP®Kirkland, WA
<$1M in this fund -
Carlos P. SavaVernon, WI
<$1M in this fund -
Michael Smithwick, CFA, CPA, MBAEvesham Township, NJ
<$1M in this fund -
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Jason D. Preti, CFP®
Kirkland, WA
<$1M in this fund -
Carlos P. Sava
Vernon, WI
<$1M in this fund -
Michael Smithwick, CFA, CPA, MBA
Evesham Township, NJ
<$1M in this fund -
James Okland CannonBethesda, MD
<$1M in this fund
Assets
Net Assets
Total Net Assets
$42.3B
(Through Feb 2017)
There is no Net Asset data available to display at this time.
Flows
Net Flows
1 Year Net Flows
$9.11B
(Through Feb 2017)
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.
Performance
Retirement
Managers
Current Fund Managers
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Scott Radell
01-01-2010 - present
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James Mauro
01-01-2011 - present
