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Home > Financial Services > Mutual Funds > RSI
RSI
Ms.DaGiau has managed the Retirement System Investors (RSI) Actively Managed Bond Fund and the RSI Intermediate Term Bond Fund since 1995. Her involvement with the Funds began at Retirement System Investors Inc. in 1984 and continues at Shay Assets Management, Inc., the Funds' subadvisor since May 2004. Prior to managing the Funds, Deborah was employed by Allied Irish Banks.
RSI Retirement Trust Actively Managed Bond Fund seeks total return in excess of the Lipper U.S. Government Bond Funds Average measured over a period of 3 to 5 years. The fund normally invests at least 75 percent of assets in debt securities, and at least 65 percent in U.S. government securities. It may invest the remaining assets in corporate debt securities rated A or better.
RSI Retirement Trust Core Equity Fund seeks total return that exceeds that of the Lipper Growth and Income Mutual Funds Average measured over a period of three to five years. The fund normally invests at least 65 percent of assets in equities, particularly common stocks. The companies in which the fund invests generally have market capitalizations in excess of 750 million dollar. In selecting investments, the advisor focuses on growing companies with reasonable valuations, solid balance sheets, and strong profitability.
RSI Retirement Trust Emerging Growth Equity Fund seeks total return, primarily through capital appreciation. The fund normally invests at least 65 percent of assets in equity securities of emerging companies, seeking a total return exceeding the Lipper Small Company Growth Mutual Funds Average. Emerging growth companies may include newer companies, more mature companies with new products or services, or small- to medium-sized companies that are expected to experience accelerating earnings growth.
RSI Retirement Trust Intermediate-Term Bond Fund seeks total return exceeding the Lipper Intermediate U.S. Government Mutual Funds Average measured over 3 to 5 years. The fund normally invests at least 65 percent of assets in debt securities. It must invest at least 75 percent of assets in debt securities, at least 65 percent of assets in U.S. government obligations; the balance of assets in domestic, high-quality corporate debt. It may invest up to 10 percent of assets in foreign securities.
RSI Retirement Trust Value Equity Fund seeks a total return, primarily through capital appreciation, that exceeds the total return of the Lipper Large-Cap Value Funds Average measured over a period of 3 to 5 years. The fund normally invests at least 65 percent of assets in equity securities, primarily common stocks. The fund generally invests in companies with market capitalizations in excess of 1 billion dollar. It may invest up to 20 percent of assets in foreign securities.
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