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Donaldson Rising Dividend 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. In response to this market shift, Matrix has launched the Matrix Trust Multi-Manager Stable Value Fund.

The Donaldson Rising Dividend Cornerstone Fund is a diversified portfolio of companies with market capitalizations of greater than $10 billion. The Fund seeks to generate income and long-term capital appreciation by investing in companies that have consistently paid and increased their dividend over time. The fund will invest exclusively in equities with up to a 3% allocation to cash or cash equivalents for liquidity purposes.

Find out more about Matrix Trust Company collective investment trusts

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