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اقرأ المزيد
(NWJUX) Nationwide Loomis Short Term Bond Fund Class R6
إضافة إلى/حذف من محفظة
أضف محفظة
9.95
0.00
0%
10/02 - تأخر البيانات. العملة ب USD
- تقييم وكالة (مورننغستار):
- مجموع الأصول: 68.87M
Nationwide HighMark Short Term Bd Instl
9.95
0.00
0%
- عام
- الرسم البياني
- تقني
- المنتدى
- نظرة عامة
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- بيانات تاريخية
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نظرة عامة - NWJUX
تجد في هذه الصفحة تعريفًا تفصيليًا لـ Nationwide Loomis Short Term Bond Fund Class R6. تعرف على أهم أعضاء الكادر الإداري لـNWJUX وإجمالي أصولها واستراتيجيتها الاستثمارية وبيانات الاتصال بها، فضلاً عن معلومات أخرى.
معلومات الإتصال
العنوان
One Nationwide Plaza
Columbus,OH 43215
United States
Columbus,OH 43215
United States
الهاتف
+1 8008480920
الموقع الإلكتروني
www.nationwide.com/mutualfunds
كبار المسؤولين التنفيذيين
| اسم | العنوان | منذ | حتى |
|---|---|---|---|
| Daniel Conklin | Portfolio Manager | 2019 | الآن |
| السيرة الذاتية | Dan Conklin is a portfolio manager for the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income and Intermediate Duration Fixed Income strategies. Dan has 13 years of investment industry experience and joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the relative return team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. Previously, Dan was a middle office analyst at Putnam Investments, supporting the firm’s derivative collateralization process. Dan earned a BS from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. | ||
| Clifton V. Rowe | Vice President | 2017 | الآن |
| السيرة الذاتية | Cliff Rowe is a portfolio manager for the relative return team and mortgage and structured finance team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration strategies. He has 31 years of investment industry experience that began when he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive positions of portfolio assistant, research analyst, mortgage trader and portfolio manager. He earned a BBA from James Madison University and an MBA from the University of Chicago. | ||
| Christopher T. Harms | Vice President | 2017 | الآن |
| السيرة الذاتية | .Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 43 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University. | ||
| Kurt L. Wagner | Investment Analyst | 2017 | 2020 |
| السيرة الذاتية | Kurt Wagner is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. He also co-manages the Loomis Sayles Short Duration, Intermediate Duration, Core and Corporate Bond strategies. Kurt joined Loomis Sayles in 1994 and has 40 years of investment industry experience. Prior to Loomis Sayles, he was a fixed income portfolio manager for Fiduciary Management Associates, and a senior pension investment analyst for Commonwealth Edison. Kurt earned a BA from Haverford College and an MBA from the University of Chicago. | ||
| David Wines | President | 2013 | 2017 |
| السيرة الذاتية | Mr. Wines, CFA, is President and Chief Fixed Income Officer of HighMark and has been associated with HighMark since 2004. Prior to joining HighMark, Mr. Wines was the Director of Investment Strategies at AssetMark Investment Services. Mr. Wines earned a Bachelor of Science degree in Finance from the University of Oregon and a Master of Business Administration in Management from Golden Gate University. | ||
| Jeffrey L. Klein | Managing Director | 2010 | 2017 |
| السيرة الذاتية | Mr. Klein, CFA, is Managing Director, Senior Fixed Income Portfolio Manager of HighMark, and has been associated with HighMark since 2010. Prior to 2010, Mr. Klein was Senior Portfolio Manager of Bishop Street Capital Management from 2009 to 2010; Managing Director, Co-Head U.S. Fixed Income and Head of U.S. Credit Management of Halbis Capital Management from 2005 to 2007; and Portfolio Manager of Dodge & Cox from 1992 to 2004. Mr. Klein earned a BA in political science with a minor in English Literature from Columbia University. Mr. Klein is a CFA Charterholder, a member of the CFA Institute, the CFA Society of San Francisco and the New York Society of Security Analysts. | ||
| E. Jack Montgomery | Managing Director | 2004 | 2017 |
| السيرة الذاتية | Mr. Montgomery, CFA, is Managing Director, Director, Taxable Fixed Income of HighMark, and has been associated with HighMark and its predecessors since 1994. Prior to 1994, Mr. Montgomery was the portfolio manager of the San Francisco Employees’ Retirement Systems fixed income portfolio, and spent 11 years at Interstate Bank of Oregon, managing employee benefit fixed income portfolios. Mr. Montgomery earned a BA in finance from the University of Oklahoma and an MBA in finance from the University of Oregon at Eugene. Mr. Montgomery is a member of the San Francisco Society of Financial Analysts and is also a CFA charterholder. | ||
| Gregory B. Lugosi | Vice President | 2004 | 2017 |
| السيرة الذاتية | Mr. Lugosi is Vice President, Fixed Income Portfolio Manager of HighMark and has been associated with HighMark and its predecessors since 1991. Mr. Lugosi earned a Bachelor of Arts degree in Business Administration from Woodbury University. | ||
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