Ultime Notizie
Ricevi uno sconto del 50% 0
Sblocca dati premium: Fino al 50% di sconto InvestingPro APPROFITTA DELLO SCONTO
Chiusura

Victory Low Duration Bond Fund Class A (RLDAX)

Crea una notifica
Nuovo!
Crea una notifica
Sito web
  • Con una notifica
  • Per utilizzare questa opzione, assicurati di aver effettuato l'accesso
App per cellulare
  • Per utilizzare questa opzione, assicurati di aver effettuato l'accesso
  • Assicurati di aver effettuato l'accesso con lo stesso profilo utente

Condizione

Frequenza

Una volta
%

Frequenza

Frequenza

Metodo di ricezione

Stato

Aggiungi/Rimuovi dal Portafoglio Aggiungere uno strumento a:
Aggiungi alla watchlist
Aggiungi Posizioni

Posizione aggiunta con successo a:

Nomina il tuo portafoglio holding
 
9,84 0,00    0,00%
21/06 - Chiuso. Valuta in USD ( Responsabilità )
  • Rating di Morningstar:
  • Asset totali: 50,93M
Tipologia:  Fondo
Mercato:  Stati Uniti
Emittente:  Victory
Tipo di investimento:  Obbligazione
Victory INCORE Low Duration Bond A 9,84 0,00 0,00%

RLDAX Panoramica

 
Su questa pagina troverai un profilo dettagliato su Victory Low Duration Bond Fund Class A. Scopri di più su gestione, asset totali, strategie di investimento e informazioni di contatto di RLDAX, ed altre informazioni.
Categoria

Short-Term Bond

Asset totali

50,93M

Costi

0,85%

Data di lancio

37832

Informazioni di contatto

Indirizzo 15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
Telefono 210-694-9700

Vertici Esecutivo

Nome Titolo Dal Fino a
Brian W. Smith Executive Director 2023 Adesso
Biografia Brian W. Smith, CFA, CPA, Executive Director Mutual Funds Portfolios. Mr. Smith has started to engage in investment management and worked for USAA since 1999 and 1985, respectively. Education: B.B.A., University of Texas at San Antonio, M.B.A., University of Texas at San Antonio. He is a member of the CFA Institute and the CFA Society of San Antonio.
Douglas J. Rollwitz Assistant Portfolio Manager 2023 Adesso
Biografia Douglas J. Rollwitz, CFA, CPA, Victory Capital Portfolio Manager-USAA Investments, a Victory Capital Investment Franchise, has co-managed the Fund since January 2023. Mr. Rollwitz has 23 years of investment management experience, including 19 years with AMCO, which was acquired by the Adviser's parent company in 2019. Education: B.B.A., University of Texas at San Antonio; M.B.A., University of Texas at Arlington. He holds the CFA designation and is a member of the CFA Institute and the San Antonio Financial Analysts Society.
Zach Winters - 2023 Adesso
Biografia CFA, Portfolio Manager and Senior Fixed Income Analyst, Victory Income Investors, a Victory Capital investment franchise, has co-managed the Fund since July 2023. Mr. Winters has 16 years of investment management experience, including 12 years with AMCO, which was acquired by the Adviser’s parent company in 2019. Along with his role as portfolio manager, Mr. Winters is also an analyst covering the commercial mortgage backed securities, cell tower, and lodging sectors. Prior to joining the fixed income team, he was on the equity research and asset allocation teams at AMCO. Education: B.B.A in finance, Texas State University; M.B.A., St. Mary’s University. He holds the CFA designation.
Edward D. Goard CIO (Chief Investment Officer) 2016 2023
Biografia Edward D. Goard is a Chief Investment Officer of INCORE Capital Management and has been a co-portfolio manager of the Victory INCORE Investment Quality Bond Fund and Victory INCORE Low Duration Bond Fund since 2016. Mr. Goard has been with the INCORE since 2014. From 2007-2014, he was an investment professional with Munder Capital Management, which was acquired by the INCORE in 2014. He was previously with Barclays Global Investors (BGI) as a senior portfolio manager and the head of interest rate and mortgage strategies. Mr. Goard is a CFA charterholder. Mr. Goard earned a B.S. in International Finance from San Francisco State University.
James R. Kelts Senior Portfolio Manager 2016 2023
Biografia James R. Kelts is a Senior Portfolio Manager of INCORE Capital Management and has been a co-portfolio manager of the Victory INCORE Investment Quality Bond Fund and Victory INCORE Low Duration Bond Fund since 2016. He has been with the INCORE since 2014. From 2003-2014, he was an investment professional with Munder Capital Management, which was acquired by the INCORE in 2014. Mr. Kelts is a CFA charterholder. Mr. Kelts earned a B.A. in Finance from Michigan State University, is a CFA® charterholder, and a member of the CFA Institute and the CFA Society of Detroit.
Richard A. Consul Senior Portfolio Manager 2016 2023
Biografia Richard A. Consul is a Senior Portfolio Manager of INCORE Capital Management and has been a co-portfolio manager of the Victory INCORE Investment Quality Bond Fund and Victory INCORE Low Duration Bond Fund since 2016. He has been with the Adviser since 2014. From 2010-2014, he was an investment professional with Munder Capital Management, which was acquired by the INCORE in 2014. Prior to that, Mr. Consul was a foreign exchange currency trader and a futures/options trader specializing in crude oil for a commodities hedge fund portfolio. Mr. Consul is a CFA charterholder. He earned a B.B.A. in Finance with a minor in Mathematics and an M.S.E. in Financial Engineering from the University of Michigan. He is a member of the International Association of Financial Engineers.
S.Brad Fush Wealth and Institutional Management 2016 2019
Biografia S. Brad Fush, CFA, is Director of Credit Research for the company’s fixed income strategies. Brad joined Boyd Watterson Asset Management in 2019. Prior to joining the company, Brad was the Director of Credit Research for Incore Capital Management and Munder Capital Management. At Incore, he was a senior member of the investment strategy committee and focused on credit analysis and credit modeling for the corporate sector. Brad started his career at Comerica Bank holding multiple positions including Manager, Commercial Lender and Commercial Credit Analyst. Brad holds a CFA Charter from the CFA Institute, an MS in Accounting and MBA in Finance from Wayne State University, and a BA in Economics from Albion College. He is also a member of the CFA Society of Detroit and the CFA Institute.
Greg Oviatt EVP, Senior Portfolio Manager 2016 2019
Biografia Greg D. Oviatt, CFA, is a Senior Portfolio Manager focusing on Boyd Watterson’s suite of taxable fixed income portfolios. Prior to joining Boyd Watterson Asset Management in 2019, Greg was a Senior Portfolio Manager at INCORE Capital Management and Munder Capital Management where he was a senior member of the investment strategy committee, managed institutional fixed income portfolios primarily for insurance companies, and performed credit research in the banking sector. Prior to joining Munder in 2000, Greg was a Money Market Portfolio Manager and Fixed Income Trader at National City Investment Management Company, First of America Investment Corporation and First of America Bank Corporation. Greg began his career in the investment management industry in 1994. Greg holds a CFA Charter from the CFA Institute and a BA in Economics from Kalamazoo College. He is also a member of the CFA Society of Detroit and the CFA Institute.
David J. Marmon Co-Portfolio Manager 2014 2016
Biografia David is a managing director for Guardian Life and head of public fixed income investment strategy. He has many years experience in fixed income portfolio management with leadership positions in corporate credit, mortgage-backed securities as well as global developed and emerging markets. Prior to joining Guardian Life, David served as Head of Global Portfolios and US Core Portfolio Management at Fischer Francis Trees & Watts and held analyst and research positions at Chase, First Boston, and Yamaichi International in futures and options. David holds a B.A. in economics from Alma College, and an M.A. in economics from Duke University.
Paul Jablansky Managing Director 2014 2016
Biografia Paul Jablansky is a managing director, head of fixed income strategy and investment grade research at Guardian Life. His previous investment management experience includes serving as the head of structured products at Western Asset Management from 2011 through 2013, where he was responsible for managing all aspects of structured products, including portfolio construction and management, trading, research, and surveillance. From 2010 through 2011, he was a managing director and head of non-agency mortgage-backed securities and asset-backed securities strategy at Royal Bank of Scotland. From 2008 through 2009, Mr. Jablansky was also co-managing partner and chief investment officer at 400 Capital Management, an investment management company he co-founded, where he focused on asset-backed, mortgage-backed, and commercial mortgage-backed strategies. Mr. Jablansky also served as a managing director at Banc of America Securities LLC from 2003 through 2008 and held previous positions focusing on asset-backed securities, including roles at Citigroup/Salomon Smith Barney from 1994 through 2003 and Goldman Sachs & Company from 1990 through 1994.
Guida sui Commenti

Ti consigliamo di utilizzare i commenti per interagire con gli utenti, condividere il tuo punto di vista e porre domande agli autori e agli altri iscritti. Comunque, per mantenere alto il livello del discorso, ti preghiamo di tenere a mente i seguenti criteri :

  • Arricchisci la conversazione
  • Rimani concentrato. Pubblica solo materiale che è rilevante all'argomento in discussione.
  • Sii rispettoso. Anche le opinioni negative possono essere trattate in modo positivo e diplomatico.
  • Utilizza lo stile standard di scrittura. Includi la punteggiatura,con lettere maiuscole e minuscole.
  • NOTA: messaggi contenenti spam, messaggi promozionali, link o riferimenti a siti esterni verranno rimossi.
  • Evita bestemmie, calunnie e gli attacchi personali rivolti a un autore o ad un altro utente.
  • Saranno consentiti solo commenti in Italiano.

Autori di spam o abuso verranno eliminati dal sito e vietati dalla registrazione futura a discrezione di Investing.com.

RLDAX Commenti

Scrivi ciò che pensi su Victory Low Duration Bond Fund Class A
 
Sei sicuro di voler cancellare questo grafico?
 
Posta
Pubblica anche su
 
Sostituire il grafico allegato con un nuovo grafico?
1000
La tua possibilità di commentare è stata sospesa per via di report negativi da parte di altri utenti. La tua situazione sarà controllata dai nostri moderatori.
Attendi un minuto prima di commentare di nuovo.
Grazie per aver commentato. Il commento è in attesa di approvazione da parte dei moderatori. Il commento sarà pubblicato sul nostro sito non appena approvato.
 
Sei sicuro di voler cancellare questo grafico?
 
Posta
 
Sostituire il grafico allegato con un nuovo grafico?
1000
La tua possibilità di commentare è stata sospesa per via di report negativi da parte di altri utenti. La tua situazione sarà controllata dai nostri moderatori.
Attendi un minuto prima di commentare di nuovo.
Allega un Grafico ai Commenti
Conferma blocco

Sei sicuro di voler bloccare %USER_NAME%?

Confermando il blocco tu e %USER_NAME% non potrete più vedere reciprocamente i vostri post su Investing.com.

%USER_NAME% è stato aggiunto correttamente alla lista di utenti bloccati

Poiché hai appena sbloccato questa persona, devi aspettare 48 ore prima di bloccarla nuovamente.

Segnala questo commento

Considero questo commento come:

Commento contrassegnato

Grazie!

La tua segnalazione è stata inviata ai nostri moderatori che la esamineranno
Registrati tramite Google
o
Registrati tramite email