Common Funds

 

Collective Investment Funds

T Bank qualified retirement plan clients may elect to utilize our collective investment funds, some of which are managed by well known outside advisers. The funds include a variety of investment styles.

Fund Information:

Frequently Asked Questions
Collective Fund Investment Objectives
Collective Fund – Fund Fact Sheets
Fund Performance Report

Active Managers

Style Manager(s) Manager Since Manager Website
Large Cap Equity 12th Street Asset Management Company LLC
Aperio Group LLC
Lyrical Asset Management LP
2014-02
2019-07
2017-12
www.12thstreetasset.com
www.aperiogroup.com
www.lyricalam.com
Large Cap Value Yacktman Asset Management LP 2010-09 www.yacktman.com
Small/Mid Cap 12th Street Asset Management Company LLC
The London Company of Virginia LLC
2016-07
2010-06
www.12thstreetasset.com
www.tlcadvisory.com
International First Eagle Investment Management LLC
The Vanguard Group Inc
2012-09
2014-02
www.firsteaglefunds.com
www.vanguard.com
Fixed Income DoubleLine Funds
Guggenheim Investment Management
Pacific Investment Management Company LLC (“PIMCO”)
2017-11
2010-11
2011-02
www.doublelinefunds.com
www.guggenheimpartners.com
www.pimco.com
Flexible Allocation First Pacific Advisors LP 2010-01 www.fpafunds.com

For specific questions on the funds or individual managers, please contact the advisor to T Bank for these funds, Tectonic Advisors, LLC at (972) 233-3323.

T Bank