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Matrix Advisor Services

Donaldson Preservation Fund

NOTE: Matrix Trust Company’s collective investment trusts (CITs), also known as collective investment funds (CIFs), are pooled funds that are investment options available to certain tax-qualified, employer-sponsored retirement plans and are not available to the general public. The fund information and fact sheets on this site are for institutional use only and are not for plan participants. The information contained within is not investment, tax or legal advice. Plans and their fiduciaries should consult with their own competent investment, tax and legal advisors. The subadvisors managing these CITs are not affiliated with Matrix Trust Company. For information on risks associated with these CITs, please see the Fund Summary Document, the Global Risk Disclosure and the Declaration of Trust accessible through the links on the righthand side of this page and the Details for the CITs (Fund Fact Sheets) found below.

Collective investment trusts (CITs) have been edging out mutual funds for use in eligible retirement plans. With their lower operational costs, CITs have emerged as the more cost-effective, fiduciary-minded choice.

The investment objective of the Donaldson Preservation Fund is safety of principal. The Fund is intended to be a portfolio for clients seeking limited volatility and a high, secure level of income. Fixed income securities, whether corporate, government, or municipal bonds, will represent the primary types of investments utilized in this style of management. The portfolio may also include preferred stocks and collateralized mortgage obligations. Selection of this management style implies both a level of risk and an assumed total return significantly less than that of common stocks in general.

Find out more about Matrix Trust Company collective investment trusts