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866-935-6824
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Michael Hlavin, Vice President, Sales
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Jeff Allen, Vice President, Sales
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StarPath Funds®

Choose CITs by risk profile or retirement date

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.

The StarPath Funds seek to add value through asset-class investment. They are comprised of two groups of CITs:

  •  The StarTrack Funds® are designed for participants seeking to retire at a specific date, with allocations becoming more conservative as the target date approaches.
  • The StarCore Funds® target and maintain specific levels of risk and return rather than targeting specific dates.
*These financial statements represent 2019 performance, thus were completed by TD Ameritrade and were branded as such.

Subadvisor: Rogers Wealth Group

The Rogers Wealth Group, the subadvisor to the StarPath Funds, is a fee-only registered investment adviser offering wealth management services for high-net-worth, qualified individuals, as well as a wide array of investment services for retirement plans, trusts, endowments and qualified organizations. For more information, please visit rogersco.com.

Find out more about Matrix Trust Company collective investment trusts

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StarPath Funds®, StarTrack Funds® and StarCore Funds® are registered trademarks owned by Rogers Wealth Group, Inc.