Tuoreimmat uutiset
Hanki 50% alennus 0
50 % alennusta! Päihitä markkinat vuonna 2025 InvestingPro-tilauksen ansiosta
HYÖDYNNÄ TARJOUS
Sulje

Wilmington Municipal Bond Fund Class Institutional (WTAIX)

Luo hälytys
Uusi!
Luo hälytys
Verkkosivusto
  • Hälytysilmoituksena
  • Varmista, että olet kirjautunut tilillesi käyttääksesi tätä toimintoa.
Mobiilisovellus
  • Varmista, että olet kirjautunut tilillesi käyttääksesi tätä toimintoa.
  • Varmista, että olet kirjautunut samalla käyttäjäprofiililla.

Ehto

Tiheys

Kerran
%

Tiheys

Tiheys

Toimitustapa

Tila

Lisää salkkuun / Poista salkusta Lisää salkkuun
Lisää tarkkailuluetteloon
Lisää positio

Position lisääminen onnistui kohteeseen:

Nimeä holdings-salkkusi
 
12,22 0,00    0,00%
23/12 - Tieto myöhässä. Valuutta USD
Tyyppi:  Rahasto
Markkinat:  Yhdysvallat
Liikkeeseenlaskija:  Wilmington Funds
Omaisuusluokka:  Osake
  • Morningstar-luokitus:
  • Pääoma yhteensä: 302,28M
Wilmington Municipal Bond Instl 12,22 0,00 0,00%

WTAIX - yleiskatsaus

 
Tältä sivulta löytyy syväluotaava Wilmington Municipal Bond Fund Class Institutional-profiili. Saat lisätietoja WTAIX-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Kategoria

Muni National Interm

Pääoma yhteensä

302,28M

Kulut

0,48%

Voimaantulopäivämäärä

34274

Yhteystiedot

Osoite 100 e. Pratt Street,17th Floor
Baltimore,MD 21202
United States
Puhelin 1-800-836-2211

Ylin johto

Nimi Otsikko Vuodesta Saakka
Jason Hannon - 2019 now
Elämäkerta Jason Hannon, CFA, is Vice President, Head of Municipal Strategy and Senior Portfolio Manager for WTIA . He plays a critical role in assessing market structure and guiding the risk measurement and research process. Most recently, Jason was a vice president at New York Private Bank & Trust/Emigrant Bank where he oversaw the municipal, MBS and treasury portfolios for separately managed accounts and the Bank’s Capital Markets Group. Previous roles include senior trader at Arbor Research & Trading and Vanguard. He holds a B.S. in Finance from the Pennsylvania State University.
John J. Malloy Portfolio Manager 2011 now
Elämäkerta John J. Malloy, Jr., Vice President and Senior Municipal Bond Portfolio Manager, is responsible for managing tax exempt assets. He uses key rate duration to provide the client’s portfolio with the interest rate exposure of the proper benchmark index. He also conducts continual yield curve and volatility analyses in order to maximize total return and minimize risk across his municipal fixed income portfolios. John joined Wilmington Trust in 2006, specializing in municipal bond trading and portfolio management. Earlier in his career, he was a senior fixed income trader at The Vanguard Group. He holds an MBA in Finance from Saint Joseph’s University and a bachelor’s degree in Business Administration from Arcadia University.
Daniel Scholl Vice President 2019 2024
Elämäkerta Dan Scholl, CFA is an Administrative Vice President and Head of Municipal Fixed Income for WTIA, leading the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he will lead the municipal group in portfolio management, credit surveillance and work in collaboration with the internal sales partners in the field. Dan brings more than 30 years’ experience in the fixed income and municipal markets, including leadership positions in asset management and the public sector. Prior to joining Wilmington Trust in 2019 he served as co-head of tax-exempt fixed income at Schroder Investment Management since 2003. As a member of the global fixed income investment and management committees, Dan was responsible for over $130B in assets. Previous roles include director and senior portfolio manager for municipal fixed income for Morgan Grenfell Asset management and Deutsche Asset Management. He holds a M.G.A from the University of Pennsylvania in Government Administration and a B.A. from Ursinus College in Political Science and Finance.
Rebecca J. Rogers Vice President 2011 2019
Elämäkerta Rebecca J. Rogers, Vice President and Senior Portfolio Manager at Wilmington Trust Investment Advisors, is responsible for managing collective funds and separately managed portfolios of tax-exempt municipal bonds. Rebecca works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, and liquidity. After taking the time to listen to her client’s objectives and to understand any tax, legal, and personal considerations, Rebecca then structures a well-diversified portfolio in keeping with her recommended asset allocation program. Rebecca continually monitors and rebalances her clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities. Rebecca joined Wilmington Trust in 2010 from PNC Capital Advisors, where she was Director of Portfolio Management and Trading. She holds a B.A from Dickinson College.
Stephen P. Winterstein Managing Director 2011 2019
Elämäkerta Stephen P. Winterstein, Managing Director and Chief Municipal Fixed Income Strategist, is responsible for collaborating with senior staff to establish the municipal bond portfolio management and research processes at Wilmington Trust Investment Advisors. He also sets strategy for the firm’s institutional and individual clients. Most recently he was managing director of municipal fixed income with PNC Capital Advisors, LLC in Philadelphia for more than 12 years, where he established and led a team of 15 municipal fixed income professionals dedicated to municipal bond management for high-net-worth individuals and institutional clients. He earned his B.A in Economics from Millersville University, and his MBA from Lehigh University. Stephen is an active member of the National Federation of Municipal Analysts, the Fixed Income Analysts Society, Inc., and the Municipal Analysts Group of New York, and was the chairperson of the 2011 Municipal Bond Buyers Conference. He is also involved with Standard & Poor’s in the development and refinement of their family of tax-exempt municipal indexes. Mr. Winterstein serves on the Advisory Board of Directors for Lumesis, Inc., a Software-as-a-Service (SaaS), cloud-based financial technology company. In addition, he currently serves as a member of the Board of Directors for the Pennsylvania State System of Higher Education Foundation, Inc., and is a former board member of the Millersville University Foundation.
Robert F. Collins Director 2011 2018
Elämäkerta Robert F. Collins, CFA, Director of Municipal Fixed Income, leads the team responsible for municipal fixed income investing as part of WTIA’s Fixed Income Group. In this role he oversees credit analysis on municipal fixed income securities and portfolio management of tax-exempt municipal fixed income portfolios for Wilmington Trust’s high-net-worth clients. In addition, Rob is the portfolio manager. Rob first worked at Wilmington Trust from 1982 to 1999, during which time he held several positions of increasing responsibility. He began as a credit analyst and bond trader and progressed to become a tax-exempt fixed income portfolio manager and leader of the tax-exempt fixed income group. Rob also managed cash portfolios and assisted with the expansion of Wealth Advisory Services to support clients in California, Florida, and New York. Rob then worked for five years as a senior vice president at PNC Financial Corp., in Philadelphia, where he started and co-managed the investment group dedicated to managing municipal bond portfolios for high-net-worth clients. He was also a senior vice president at Delaware Investments in Philadelphia for five years. There, he was a senior portfolio manager of tax-exempt municipal bonds in mutual funds and institutional accounts. These portfolios included national and state-specific mandates, intermediate- and long-term funds, and high-yield funds. Rob holds a bachelor’s degree in Economics from Ursinus College in Collegeville, Pennsylvania.
Clayton M. Albright Managing Director 2010 2011
Elämäkerta Albright, III Vice President of RSMC and WTIM, is a member of the investment team primarily responsible for the day-to-day management of the Short/Intermediate Term Bond and Broad Market Bond Funds. Mr. Albright has been affiliated with the Wilmington Trust Corporation since 1976 and with RSMC since 1987. Since 1987, he has specialized in the management of intermediate and long-term fixed income funds. In 2007, he became Managing Director of Fixed Income, responsible for all fixed income products.
Dominick J. D'Eramo Senior Vice President 2010 2011
Elämäkerta Dominick J. D’Eramo, CFA, is Senior Vice President and Head of Fixed Income at Wilmington Trust Investment Advisors. He is a member of the investment team . Mr. D’Eramo has been affiliated with Wilmington Trust Corporation since 1986 and with WFMC since 1987 as a Fixed Income Trader. He was promoted to a Portfolio Manager in 1990. In 2007, he became Director of Institutional Fixed Income, responsible for all institutional fixed income products. A graduate of the University of Delaware with a bachelor's degree in Business Administration, Mr. D'Eramo earned his M.B.A. from Widener University and his designation as a Chartered Financial Analyst. Mr. D'Eramo is a member of the Financial Analysts of Philadelphia and has served as a grader for the Chartered Financial Analyst exam.
Scott Edmonds Vice President, Portfolio Manager 2002 2010
Elämäkerta Edmonds is Vice President of RSMC and WTIM. Edmonds has been affiliated with Wilmington Trust Corporation and RSMC since 1989 as an assistant portfolio manager. He was promoted to a portfolio manager in 1991.
Lisa W. More Assistant Vice President, Portfolio Manager 1999 2007
Elämäkerta More is assistant vice president and portfolio manager with Wilmington Trust, her employer since 1988. Previously, she was a registered investment representative with The Acacia Group from 1986 to 1988. More is a member of the Association for Investment Management and Research, the Financial Analysts of Wilmington, and the National Federation of Municipal Analysts.
Ohjeita kommentoimiseen

Kannustamme sinua kirjoittamaan kommentteja päästäksesi yhteyteen muiden käyttäjien kanssa, jakamaan näkemyksesi sekä esittämään kysymyksiä artikkelien kirjoittajille ja muille käyttäjille. Pitääksemme yllä keskustelun korkeaa tasoa, jota kaikki arvostavat ja odottavat, pidä seuraavat kriteerit mielessä:

  • Rikastuta keskustelua
  • Keskity aiheeseen ja pysy asiassa. Postita ainoastaan sellaista aineistoa, joka on merkityksellistä keskusteltavan aiheen kannalta.
  • Kunnioita muita käyttäjiä. Myös kielteiset mielipiteet voidaan esittää myönteisellä ja diplomaattisella tavalla.
  • Käytä normaalia kirjoituskieltä. Käytä välimerkkejä sekä isoja ja pieniä kirjaimia. 
  • HUOMIO: roskaposti ja/tai myynninedistämiseen tarkoitetut viestit ja linkit poistetaan kommenteista.
  • Vältä herjaamista, kirosanoja ja kirjoittajiin tai muihin käyttäjiin kohdistuvia henkilökohtaisia hyökkäyksiä.
  • Ainoastaan suomenkieliset kommentit ovat sallittuja.

Roskapostin lähettäjät ja verkkosivustoa väärinkäyttävät henkilöt poistetaan sivustolta ja heidän rekisteröitymisensä kielletään tulevaisuudessa Investing.com'n harkinnan mukaan.

WTAIX kommentit

Kirjoita ajatuksiasi kohteesta Wilmington Municipal Bond Fund Class Institutional
 
Haluatko varmasti poistaa tämän graafin?
 
Lähetä
Lähetä myös kohteeseen :
 
Korvaa liitteenä oleva graafi uudella graafilla?
1000
Kommentointi on tällä hetkellä keskeytetty kielteisten käyttäjäraporttien vuoksi. Moderaattorimme tarkistavat tilasi.
Odota minuutti ennen kuin yrität kommentoida uudelleen.
Kiitos kommentistasi. Huomaathan, että kaikki kommentit ovat keskeneräisiä, kunnes moderaattorimme hyväksyvät ne. Siksi saattaakin kestää hetken ennen kuin ne näkyvät verkkosivustollamme.
 
Haluatko varmasti poistaa tämän graafin?
 
Lähetä
 
Korvaa liitteenä oleva graafi uudella graafilla?
1000
Kommentointi on tällä hetkellä keskeytetty kielteisten käyttäjäraporttien vuoksi. Moderaattorimme tarkistavat tilasi.
Odota minuutti ennen kuin yrität kommentoida uudelleen.
Lisää graafi kommenttiin
Vahvista esto

Haluatko varmasti estää käyttäjän %USER_NAME%?

Toimiessasi näin sinä ja %USER_NAME% ette voi nähdä toistenne Investing.com-julkaisuja.

Käyttäjän %USER_NAME% lisääminen estoluetteloosi onnistui

Koska olet juuri poistanut eston tämän henkilön kohdalla, sinun täytyy odottaa 48 tuntia ennen estämisen uusimista.

Raportoi tämä kommentti

Mielestäni tämä kommentti on:

Kommentti merkitty

Kiitos!

Raporttisi on lähetetty moderaattoreidemme tarkastettavaksi
Kirjaudu Appleen
Google+:n avulla
tai
Rekisteröidy sähköpostitse