Patrick McAllister - Presidential Managed Insider |
| Presidential Managed Risk 2040 A -- USA Fund | USD 10.18 0.00 0.00% |
Fund Manager since August 3, 2015
Mr. McAllister currently is Vice President of LIA and is responsible for leading LIAs risk management strategy. He is a member of LIAs Investment Committee Asset Allocation Committee and Derivatives Committee. He is also a member of LNCs Equity Risk Management Committee. Prior to joining Lincoln Life Mr. McAllister was an Executive Director at Morgan Stanley in the Equity Sales and Trading and Capital Markets Divisions doing trade structuring modeling and advisory work for clients in the insurance asset management and pension fund industries. Mr. McAllister holds a B.A. and a Ph.D. in Economics from Stanford University. Money Manager Since 2015 Ph.D
800-234-3500
Management Performance (%)
Similar Money Managers
| Found 2 records | One Year Return | |
| Alan Wilson | American Funds Growth Fund of A | -0.5% |
| Alan Wilson | American Funds Growth Fund of A | 0.57% |
Fund Summary
The fund operates under a "fund of funds" structure. It will invest at least 80% of or more of net assets in underlying funds, including exchange traded funds. Approximately 79% of these underlying funds will invest primarily in equity securities and 21% will invest primarily in fixed income securities. It is nondiversified.The fund is listed under null category and is part of null family.
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Top Management
Presidential Managed Leadership Team
| Patrick McAllister, Money Manager, Ph.D |
Fund Performance
Presidential Managed Performance Indicators
| Annual Yield | 1.33 % | ||
| Year to Date Return | (4.7) % | ||
| One Year Return | 1.19 % | ||
| Three Year Return | 6.73 % | ||
| Net Asset | 8.34 M | ||
| Minimum Initial Investment | 1 K | ||
| Last Dividend Paid | 0.15 | ||
| Holdings Turnover | 22 % | ||
| Cash Position Weight | 16.31 % | ||
| Equity Positions Weight | 65.21 % |