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Hyödynnä tarjous
Fidelity Managed Retirement 2005 Fund (0P00009DCR)
Lisää salkkuun / Poista salkusta
Lisää luetteloon
60,495
-0,005
-0,01%
17/07 - Tieto myöhässä. Valuutta USD
Tyyppi:
Rahasto
Markkinat:
Yhdysvallat
Liikkeeseenlaskija:
Fidelity Investments
Omaisuusluokka:
Joukkovelkakirja
- Morningstar-luokitus:
- Pääoma yhteensä: 4,38M
Fidelity Managed Retirement 2005 Fund
60,495
-0,005
-0,01%
0P00009DCR - yleiskatsaus
Tältä sivulta löytyy syväluotaava Fidelity Managed Retirement 2005 Fund-profiili. Saat lisätietoja 0P00009DCR-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Yhteystiedot
Osoite
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Puhelin
416-307-5200
Faksi
1-800-387-8092
Ylin johto
| Nimi | Otsikko | Vuodesta | Saakka |
|---|---|---|---|
| Brett F. Sumsion | Portfolio Manager | 2014 | now |
| Elämäkerta | Brett Sumsion is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, he is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Income Replacement Funds, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Sumsion joined Fidelity in 2014 and has been in the investments industry since 2001. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder. | ||
| Andrew Dierdorf | Portfolio Manager | 2009 | now |
| Elämäkerta | Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Mr. Dierdorf is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Dierdorf joined Fidelity in 2004 and has been in the industry since 1993. Mr. Dierdorf earned his bachelor of science degree from the University of Delaware. He is a CFA charterholder, a Fellow of the Society of Actuaries, Chartered Market Technician, and Member of the American Academy of Actuaries. | ||
| Christopher Sharpe | Portfolio Manager | 2011 | 2014 |
| Elämäkerta | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
| Jonathan Shelon | Portfolio Manager | 2007 | 2011 |
| Elämäkerta | Jonathan Shelon, Managing Partner and Chief Operating Officer at Krane, also serves as a portfolio manager of each Fund and supports Mr. Schlarbaum and Krane’s investment team with respect to each Fund. Mr. Shelon has been a portfolio manager of each Fund since August 2018 (in the case of KraneShares CSI China Internet ETF, KraneShares Electric Vehicles and Future Mobility Index ETF, KraneShares Emerging Markets Consumer Technology Index ETF, KraneShares MSCI All China Healthcare Index ETF, KraneShares MSCI All China Index ETF, KraneShares MSCI China Environment Index ETF, KraneShares MSCI One Belt One Road Index ETF and KraneShares Zacks New China ETF) or since inception (in the case of KraneShares Emerging Markets Healthcare Index ETF, KraneShares MSCI All China Consumer Discretionary Index ETF, KraneShares MSCI All China Consumer Staples Index ETF and KraneShares MSCI China A Inclusion Hedged Index ETF,). Mr. Shelon joined Krane in 2015 as a Managing Partner. Mr. Shelon has spent the majority of his career managing investment portfolios and diverse teams at leading asset management organizations. Most recently, he was the Chief Investment Officer of a 40-person global Specialized Strategies Team at J.P. Morgan with $40 billion AUM. Prior to joining J.P. Morgan, Mr. Shelon spent ten years as a portfolio manager at Fidelity Investments since 2001 where he was responsible for the investment performance, process and evolution of their target-date strategies for retirement savings, college savings and income generation. Prior to joining, he was a quantitative consultant at Callan Associates, Inc. | ||
| Christopher Sharpe | Portfolio Manager | 2007 | 2009 |
| Elämäkerta | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
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