Collective Investment Funds
T Bank qualified retirement plan clients may elect to utilize our collective investment funds 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 FUND MANAGERS
| Style | Manager(s) | Manager Since | Manager Web site |
|---|---|---|---|
| Large Cap Equity | Lyrical Asset Management 12th Street Asset Management |
2017-12 2014-02 |
www.lyricalam.com www.12thstreetasset.com |
| Large Cap Value | Yacktman Asset Management | 2010-09 | www.yacktman.com |
| Small/Mid Cap | London Company 12th Street Asset Management |
2010-06 2016-07 |
www.tlcadvisory.com www.12thstreetasset.com |
| International | Vanguard FTSE Developed Mkts First Eagle |
2014-02 2012-09 |
www.vanguard.com www.firsteaglefunds.com |
| Core Fixed Income | PIMCO Doubleline Core Fixed Income |
2011-02 2017-11 |
www.pimco.com www.doublelinefunds.com |
| High Yield | Guggenheim Inv. Management | 2010-11 | www.guggenheimpartners.com |
| Flexible Allocation | International Value Advisors FPA Crescent |
2010-11 2010-01 |
www.ivafunds.com www.fpafunds.com |
| Strategic Income | Frontier Investment Management | 2014-02 | www.frontierinvest.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.