MTC Northern Trust Index
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.
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.
MTC Northern Trust Aggregate Bond Index CIT:
The MTC Northern Trust Aggregate Bond Index CIT seeks to provide investment results that approximate the overall performance of an aggregate index of bonds in the United States (the “Index”).
. The Index is created and sponsored by Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (collectively. "Bloomberg"), as the index provider. Bloomberg determines the composition and relative weightings of the securities in the Index and publishes information regarding the market value of the Index. Bloomberg does not endorse any of the securities in the Index. It is not a sponsor of the Fund or the underlying CIT and is not affiliated with the Fund or the underlying CIT in any way.
MTC Northern Trust Large Cap Index CIT:
The MTC Northern Trust Large Cap Index CIT seeks to provide investment results that approximate the overall performance of the common stocks included in a composite stock price index of approximately 500 publicly traded common stocks, weighted by capitalization, representing a cross section of industry sectors and companies within each industry (the “Index”).
. The Index is created and sponsored by S&P® Dow Jones Indices ("S&P"), as the index provider. S&P determines the composition and relative weightings of the securities in the Index and publishes information regarding the market value of the Index. S&P does not endorse any of the securities in the Index. It is not a sponsor of the Fund or the underlying CIT and is not affiliated with the Fund or the underlying CIT in any way.
MTC Northern Trust Non-US Index CIT:
The MTC Northern Trust Non-US Index CIT seeks to provide investment results that approximate the overall performance of a non-United States stock market index, weighted by capitalization, representing a cross section of industry sectors and companies throughout the world (the “Index”).
. The Index is created and sponsored by Morgan Stanley Capital International ("MSCI"), as the index provider. MSCI determines the composition and relative weightings of the securities in the Index and publishes information regarding the market value of the Index. MSCI does not endorse any of the securities in the Index. It is not a sponsor of the Fund or the underlying CIT and is not affiliated with the Fund or the underlying CIT in any way.