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Critical Facts You Need to Know About Preferred Stocks
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Rating
Sector Rating
Recommendation *
Avoid
Neutral
Fair
Quality
Rating Breakdown
Avg.
Relative Strength
The relative strength of a dividend stock indicates whether the stock is uptrending or not. The major determining factor in this rating is whether the stock is trading close to its 52-week-high.
Overall Yield Attractiveness
If a stock’s yield is above or near the market average then it will be rated higher within this parameter. High dividend yields (usually over 10%) should be considered extremely risky, while low dividend yields (1% or less) are simply not very beneficial to long-term investors.
Dividend Reliability
A stock’s dividend reliability is determined by a healthy payout ratio that is higher than other stocks. A company that pays out close to half its earnings as dividends and retains the other half of earnings has ample room to grow its business and pay out more dividends in the future.
Dividend Uptrend
A stock’s Dividend Uptrend rating is dependent on the company’s price-to-earnings (P/E) ratio to evaluate whether or not a stock’s dividend is likely to trend upward. If a stock is valued near, or slightly below the market average, research has shown that the market expects the stock’s dividend to increase.
Earnings Growth
A stock’s Earnings Growth rating evaluates a company’s expected EPS for the current financial year and compares it to next financial year’s expected EPS. Stocks with single-digit growth estimates will have a higher rating than others, as our research has shown that well-established dividend-paying companies have modest earnings growth estimates.
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WisdomTree U.S. LargeCap Dividend Fund
ETF
DLN
Payout Change
Pending
Price as of:
$61.82
+1.08
+1.78%
primary theme
U.S. Large-Cap Value Equity
DLN (ETF)
WisdomTree U.S. LargeCap Dividend Fund
Payout Change
Pending
Price as of:
$61.82
+1.08
+1.78%
primary theme
U.S. Large-Cap Value Equity
DLN (ETF)
WisdomTree U.S. LargeCap Dividend Fund
Payout Change
Pending
Price as of:
$61.82
+1.08
+1.78%
primary theme
U.S. Large-Cap Value Equity
Name
Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
0.8%
1 yr return
-0.3%
3 Yr Avg Return
10.8%
5 Yr Avg Return
9.3%
Net Assets
$3.48 B
Holdings in Top 10
29.0%
52 WEEK LOW AND HIGH
$60.7
$55.26
$64.63
Expenses
OPERATING FEES
Expense Ratio 0.28%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 19.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Exchange Traded Fund
Name
Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
DLN - Profile
Distributions
- YTD Total Return 0.8%
- 3 Yr Annualized Total Return 10.8%
- 5 Yr Annualized Total Return 9.3%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.28%
- Dividend Yield 3.1%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameWisdomTree U.S. LargeCap Dividend Fund
-
Fund Family NameWisdomTree
-
Inception DateJun 16, 2006
-
Shares Outstanding54350000
-
Share ClassN/A
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerMarlene Walker-Smith
Fund Description
The Fund employs a “passive management” – or indexing – investment approach designed to track the performance of the Index. The Fund generally uses a representative sampling strategy to achieve its investment objective, meaning it generally will invest in a sample of the securities in the Index whose risk, return and other characteristics resemble the risk, return and other characteristics of the Index as a whole. Under normal circumstances, at least 95% of the Fund’s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the Index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities.
The Index is a fundamentally weighted index that is comprised of the large-capitalization segment of the U.S. dividend-paying market. The Index is comprised of the 300 largest companies ranked by market capitalization from the WisdomTree U.S. Dividend Index, which defines the dividend-paying universe of companies in the U.S. stock market. As of June 30, 2022, the Index had a market capitalization range from $6 billion to $2.3 trillion, with an average market capitalization of $80.1 billion. To be eligible for inclusion in the Index, a company must meet the following criteria as of the annual Index screening date: (i) payment of regular cash dividends on shares of common stock during the preceding 12 months; (ii) market capitalization of at least $100 million; and (iii) average daily dollar trading volume of at least $100,000 for the preceding three months.
The Index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year, based on the most recently declared dividend per share, a measure of fundamental value. Companies projected to pay more dividends are more heavily weighted. The maximum weight of any one sector in the Index, at the time of the Index’s annual screening date, is capped at 25% (with the exception of the real estate sector, which is capped at 5%); however, sector weights may fluctuate above the specified cap in response to market conditions and/or the application of volume factor adjustments and will be reset at each annual rebalance date. The Index methodology applies a volume factor adjustment to reduce a component security’s weight in the Index and reallocate the reduction in weight pro rata among the other securities if, as of the annual Index screening date, a component security no longer meets certain trading volume thresholds.
WisdomTree Investments, Inc. (“WisdomTree Investments”), as Index provider, currently uses Standard & Poor’s Global Industry Classification Standards (“S&P GICS”) to define companies within a sector. The following sectors are included in the Index: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, communication services, and utilities. A sector is comprised of multiple industries. For example, the energy sector is comprised of companies in, among others, the natural gas, oil and petroleum industries. As of June 30, 2022, companies in the information technology, health care and consumer staples sectors comprised a significant portion of the Index.
To the extent that the Index concentrates (i.e., holds 25% or more of its total assets) in the securities of a particular industry or group of industries, the Fund will concentrate its investments to approximately the same extent as the Index.
DLN - Performance
Return Ranking - Trailing
| Period | DLN Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.8% | -21.2% | 27.4% | 90.02% |
| 1 Yr | -0.3% | -61.1% | 51.5% | 14.68% |
| 3 Yr | 10.8%* | -22.7% | 64.3% | 13.79% |
| 5 Yr | 9.3%* | -17.2% | 29.8% | 5.28% |
| 10 Yr | 10.3%* | -16.4% | 14.3% | 5.14% |
* Annualized
Return Ranking - Calendar
| Period | DLN Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2022 | -3.8% | -65.1% | 38.0% | 11.58% |
| 2021 | 12.1% | -25.3% | 29.0% | 11.68% |
| 2020 | 1.5% | -8.4% | 56.7% | 17.46% |
| 2019 | 6.6% | -24.3% | 10.4% | 3.22% |
| 2018 | -1.2% | -9.4% | 21.9% | 6.40% |
Total Return Ranking - Trailing
| Period | DLN Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 0.8% | -21.2% | 27.4% | 89.62% |
| 1 Yr | -0.3% | -61.1% | 61.5% | 16.34% |
| 3 Yr | 10.8%* | -22.7% | 64.3% | 14.11% |
| 5 Yr | 9.3%* | -16.2% | 32.9% | 7.63% |
| 10 Yr | 10.3%* | -3.7% | 21.1% | 6.19% |
* Annualized
Total Return Ranking - Calendar
| Period | DLN Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2022 | -3.8% | -65.1% | 38.0% | 11.58% |
| 2021 | 12.1% | -25.3% | 29.0% | 11.68% |
| 2020 | 1.5% | -8.4% | 56.7% | 17.46% |
| 2019 | 6.6% | -24.3% | 10.4% | 3.22% |
| 2018 | -1.2% | -8.9% | 21.9% | 15.19% |
DLN - Holdings
Concentration Analysis
| DLN | Category Low | Category High | DLN % Rank | |
|---|---|---|---|---|
| Net Assets | 3.48 B | 390 K | 151 B | 23.67% |
| Number of Holdings | 300 | 2 | 1727 | 6.11% |
| Net Assets in Top 10 | 1.01 B | 2.1 K | 32.3 B | 23.28% |
| Weighting of Top 10 | 29.00% | 5.0% | 99.2% | 41.80% |
Top 10 Holdings
- Microsoft Corp 4.07%
- Exxon Mobil Corp 4.05%
- Apple Inc 3.32%
- Johnson & Johnson 3.22%
- Chevron Corp 2.72%
- The Home Depot Inc 2.57%
- JPMorgan Chase & Co 2.53%
- Philip Morris International Inc 2.37%
- Pfizer Inc 2.36%
- AbbVie Inc 2.27%
Asset Allocation
| Weighting | Return Low | Return High | DLN % Rank | |
|---|---|---|---|---|
| Stocks | 100.00% | 28.02% | 125.26% | 7.42% |
| Preferred Stocks | 0.00% | 0.00% | 19.30% | 63.19% |
| Other | 0.00% | -2.02% | 26.80% | 59.55% |
| Convertible Bonds | 0.00% | 0.00% | 3.66% | 61.10% |
| Cash | 0.00% | -88.20% | 71.98% | 93.43% |
| Bonds | 0.00% | 0.00% | 80.18% | 61.95% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | DLN % Rank | |
|---|---|---|---|---|
| Healthcare | 17.15% | 0.00% | 30.77% | 54.11% |
| Consumer Defense | 15.59% | 0.00% | 34.10% | 5.36% |
| Financial Services | 14.06% | 0.00% | 58.05% | 87.11% |
| Technology | 13.85% | 0.00% | 54.02% | 25.08% |
| Energy | 10.91% | 0.00% | 54.00% | 16.85% |
| Industrials | 8.10% | 0.00% | 42.76% | 85.17% |
| Utilities | 5.98% | 0.00% | 27.04% | 28.73% |
| Real Estate | 5.07% | 0.00% | 90.54% | 19.88% |
| Consumer Cyclical | 4.64% | 0.00% | 22.74% | 74.53% |
| Communication Services | 2.79% | 0.00% | 26.58% | 85.25% |
| Basic Materials | 1.86% | 0.00% | 21.69% | 81.21% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | DLN % Rank | |
|---|---|---|---|---|
| US | 100.00% | 24.51% | 121.23% | 2.24% |
| Non US | 0.00% | 0.00% | 45.02% | 95.82% |
DLN - Expenses
Operational Fees
| DLN Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.28% | 0.01% | 4.02% | 91.16% |
| Management Fee | 0.28% | 0.00% | 1.50% | 8.05% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.50% | N/A |
Sales Fees
| DLN Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 0.95% | 5.00% | N/A |
Trading Fees
| DLN Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| DLN Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 19.00% | 0.00% | 488.00% | 18.79% |
DLN - Distributions
Dividend Yield Analysis
| DLN | Category Low | Category High | DLN % Rank | |
|---|---|---|---|---|
| Dividend Yield | 3.11% | 0.00% | 42.27% | 5.00% |
Dividend Distribution Analysis
| DLN | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Annually | Quarterly | Annually |
Net Income Ratio Analysis
| DLN | Category Low | Category High | DLN % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.28% | -1.51% | 4.28% | 8.85% |
Capital Gain Distribution Analysis
| DLN | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Quarterly | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| May 30, 2023 | $0.160 | OrdinaryDividend |
| Apr 27, 2023 | $0.090 | OrdinaryDividend |
| Mar 30, 2023 | $0.220 | OrdinaryDividend |
| Feb 27, 2023 | $0.090 | OrdinaryDividend |
| Jan 30, 2023 | $0.050 | OrdinaryDividend |
| Dec 29, 2022 | $0.235 | OrdinaryDividend |
| Nov 29, 2022 | $0.110 | OrdinaryDividend |
| Oct 28, 2022 | $0.100 | OrdinaryDividend |
| Sep 29, 2022 | $0.175 | OrdinaryDividend |
| Aug 30, 2022 | $0.135 | OrdinaryDividend |
| Jul 28, 2022 | $0.110 | OrdinaryDividend |
| Jun 29, 2022 | $0.180 | OrdinaryDividend |
| May 27, 2022 | $0.105 | OrdinaryDividend |
| Apr 28, 2022 | $0.135 | OrdinaryDividend |
| Mar 30, 2022 | $0.185 | OrdinaryDividend |
| Feb 25, 2022 | $0.040 | OrdinaryDividend |
| Jan 28, 2022 | $0.055 | OrdinaryDividend |
| Dec 30, 2021 | $0.211 | OrdinaryDividend |
| Nov 29, 2021 | $0.075 | OrdinaryDividend |
| Oct 28, 2021 | $0.123 | OrdinaryDividend |
| Sep 29, 2021 | $0.143 | OrdinaryDividend |
| Aug 30, 2021 | $0.078 | OrdinaryDividend |
| Jul 29, 2021 | $0.120 | OrdinaryDividend |
| Jun 29, 2021 | $0.145 | OrdinaryDividend |
| May 27, 2021 | $0.070 | OrdinaryDividend |
| Apr 29, 2021 | $0.115 | OrdinaryDividend |
| Mar 30, 2021 | $0.125 | OrdinaryDividend |
| Feb 25, 2021 | $0.050 | OrdinaryDividend |
| Jan 28, 2021 | $0.078 | OrdinaryDividend |
| Jan 05, 2021 | $0.023 | OrdinaryDividend |
| Dec 24, 2020 | $0.180 | OrdinaryDividend |
| Nov 27, 2020 | $0.093 | OrdinaryDividend |
| Oct 30, 2020 | $0.143 | OrdinaryDividend |
| Sep 25, 2020 | $0.098 | OrdinaryDividend |
| Aug 28, 2020 | $0.225 | OrdinaryDividend |
| Jul 31, 2020 | $0.205 | OrdinaryDividend |
| Jun 26, 2020 | $0.280 | OrdinaryDividend |
| May 29, 2020 | $0.250 | OrdinaryDividend |
| Apr 24, 2020 | $0.170 | OrdinaryDividend |
| Mar 27, 2020 | $0.250 | OrdinaryDividend |
| Feb 28, 2020 | $0.300 | OrdinaryDividend |
| Jan 24, 2020 | $0.110 | OrdinaryDividend |
| Dec 27, 2019 | $0.299 | OrdinaryDividend |
| Nov 29, 2019 | $0.250 | OrdinaryDividend |
| Oct 25, 2019 | $0.180 | OrdinaryDividend |
| Sep 27, 2019 | $0.195 | OrdinaryDividend |
| Aug 30, 2019 | $0.275 | OrdinaryDividend |
| Jul 26, 2019 | $0.180 | OrdinaryDividend |
| Jun 28, 2019 | $0.210 | OrdinaryDividend |
| May 31, 2019 | $0.265 | OrdinaryDividend |
| Apr 26, 2019 | $0.200 | OrdinaryDividend |
| Mar 29, 2019 | $0.325 | OrdinaryDividend |
| Feb 22, 2019 | $0.145 | OrdinaryDividend |
| Jan 25, 2019 | $0.130 | OrdinaryDividend |
| Dec 28, 2018 | $0.374 | OrdinaryDividend |
| Nov 23, 2018 | $0.145 | OrdinaryDividend |
| Oct 26, 2018 | $0.145 | OrdinaryDividend |
| Sep 28, 2018 | $0.331 | OrdinaryDividend |
| Aug 24, 2018 | $0.135 | OrdinaryDividend |
| Jul 27, 2018 | $0.240 | OrdinaryDividend |
| Jun 28, 2018 | $0.280 | OrdinaryDividend |
| May 25, 2018 | $0.125 | OrdinaryDividend |
| Apr 27, 2018 | $0.105 | OrdinaryDividend |
| Mar 23, 2018 | $0.378 | OrdinaryDividend |
| Feb 23, 2018 | $0.080 | OrdinaryDividend |
| Jan 26, 2018 | $0.110 | OrdinaryDividend |
| Dec 29, 2017 | $0.342 | OrdinaryDividend |
| Nov 27, 2017 | $0.095 | OrdinaryDividend |
| Oct 27, 2017 | $0.155 | OrdinaryDividend |
| Sep 29, 2017 | $0.235 | OrdinaryDividend |
| Aug 25, 2017 | $0.170 | OrdinaryDividend |
| Jul 28, 2017 | $0.180 | OrdinaryDividend |
| Jun 30, 2017 | $0.240 | OrdinaryDividend |
| May 26, 2017 | $0.145 | OrdinaryDividend |
| Apr 28, 2017 | $0.090 | OrdinaryDividend |
| Mar 31, 2017 | $0.260 | OrdinaryDividend |
| Feb 24, 2017 | $0.125 | OrdinaryDividend |
| Jan 27, 2017 | $0.110 | OrdinaryDividend |
| Dec 30, 2016 | $0.287 | OrdinaryDividend |
| Nov 28, 2016 | $0.165 | OrdinaryDividend |
| Oct 28, 2016 | $0.145 | OrdinaryDividend |
| Sep 30, 2016 | $0.215 | OrdinaryDividend |
| Aug 26, 2016 | $0.175 | OrdinaryDividend |
| Jul 29, 2016 | $0.180 | OrdinaryDividend |
| Jun 24, 2016 | $0.170 | OrdinaryDividend |
| May 27, 2016 | $0.145 | OrdinaryDividend |
| Apr 29, 2016 | $0.189 | OrdinaryDividend |
| Mar 28, 2016 | $0.180 | OrdinaryDividend |
| Feb 26, 2016 | $0.160 | OrdinaryDividend |
| Jan 29, 2016 | $0.100 | OrdinaryDividend |
| Dec 28, 2015 | $0.251 | OrdinaryDividend |
| Nov 30, 2015 | $0.160 | OrdinaryDividend |
| Oct 30, 2015 | $0.170 | OrdinaryDividend |
| Sep 25, 2015 | $0.170 | OrdinaryDividend |
| Aug 28, 2015 | $0.165 | OrdinaryDividend |
| Jul 31, 2015 | $0.150 | OrdinaryDividend |
| Jun 26, 2015 | $0.175 | OrdinaryDividend |
| May 29, 2015 | $0.180 | OrdinaryDividend |
| Apr 24, 2015 | $0.131 | OrdinaryDividend |
| Mar 27, 2015 | $0.171 | OrdinaryDividend |
| Feb 27, 2015 | $0.189 | OrdinaryDividend |
| Jan 30, 2015 | $0.080 | OrdinaryDividend |
| Dec 26, 2014 | $0.238 | OrdinaryDividend |
| Nov 28, 2014 | $0.170 | OrdinaryDividend |
| Oct 31, 2014 | $0.102 | OrdinaryDividend |
| Sep 26, 2014 | $0.150 | OrdinaryDividend |
| Aug 29, 2014 | $0.151 | OrdinaryDividend |
| Jul 25, 2014 | $0.140 | OrdinaryDividend |
| Jun 27, 2014 | $0.145 | OrdinaryDividend |
| May 30, 2014 | $0.123 | OrdinaryDividend |
| Apr 25, 2014 | $0.120 | OrdinaryDividend |
| Mar 28, 2014 | $0.130 | OrdinaryDividend |
| Feb 28, 2014 | $0.130 | OrdinaryDividend |
| Jan 31, 2014 | $0.140 | OrdinaryDividend |
| Dec 31, 2013 | $0.172 | OrdinaryDividend |
| Nov 29, 2013 | $0.140 | OrdinaryDividend |
| Oct 25, 2013 | $0.140 | OrdinaryDividend |
| Sep 30, 2013 | $0.130 | OrdinaryDividend |
| Aug 30, 2013 | $0.130 | OrdinaryDividend |
| Jul 26, 2013 | $0.130 | OrdinaryDividend |
| Jun 28, 2013 | $0.130 | OrdinaryDividend |
| May 31, 2013 | $0.130 | OrdinaryDividend |
| Apr 26, 2013 | $0.130 | OrdinaryDividend |
| Mar 28, 2013 | $0.125 | OrdinaryDividend |
| Feb 25, 2013 | $0.125 | OrdinaryDividend |
| Jan 28, 2013 | $0.118 | OrdinaryDividend |
| Dec 31, 2012 | $0.201 | OrdinaryDividend |
| Nov 30, 2012 | $0.310 | OrdinaryDividend |
| Sep 28, 2012 | $0.375 | OrdinaryDividend |
| Jun 29, 2012 | $0.393 | OrdinaryDividend |
| Mar 30, 2012 | $0.323 | OrdinaryDividend |
| Dec 28, 2011 | $0.392 | OrdinaryDividend |
| Sep 30, 2011 | $0.353 | OrdinaryDividend |
| Jun 28, 2011 | $0.306 | OrdinaryDividend |
| Mar 25, 2011 | $0.295 | OrdinaryDividend |
| Dec 29, 2010 | $0.371 | OrdinaryDividend |
| Sep 24, 2010 | $0.265 | OrdinaryDividend |
| Jul 02, 2010 | $0.332 | OrdinaryDividend |
| Apr 05, 2010 | $0.272 | OrdinaryDividend |
| Dec 28, 2009 | $0.314 | OrdinaryDividend |
| Sep 25, 2009 | $0.254 | OrdinaryDividend |
| Jun 26, 2009 | $0.247 | OrdinaryDividend |
| Mar 27, 2009 | $0.338 | OrdinaryDividend |
| Dec 26, 2008 | $0.322 | OrdinaryDividend |
| Sep 26, 2008 | $0.399 | OrdinaryDividend |
| Jun 27, 2008 | $0.387 | OrdinaryDividend |
| Mar 28, 2008 | $0.337 | OrdinaryDividend |
| Dec 21, 2007 | $0.546 | OrdinaryDividend |
| Sep 28, 2007 | $0.418 | OrdinaryDividend |
| Jun 29, 2007 | $0.348 | OrdinaryDividend |
| Mar 30, 2007 | $0.250 | OrdinaryDividend |
| Dec 28, 2006 | $0.332 | OrdinaryDividend |
| Oct 10, 2006 | $0.214 | OrdinaryDividend |
DLN - Fund Manager Analysis
Managers
Marlene Walker-Smith
Start Date
Tenure
Tenure Rank
Oct 26, 2020
1.59
1.6%
Marlene is head of equity index portfolio management. She leads the team of equity index portfolio managers managing US and non-US equity index portfolios and is responsible for the refinement and implementation of the entire equity index portfolio management process. Previously, Marlene served as a senior portfolio manager within the equity index team and prior to joining the equity index team was an equity trader for the firm. Prior to joining the firm in 1995, Marlene was a trader for Banc One Investment Advisors Corporation and a brokerage services manager for Mid Atlantic Capital Corporation. Marlene has been in the investment industry since 1990. Marlene earned an MBA in finance from the University of Pittsburgh and a BA in history and Russian from Washington & Jefferson College.
David France
Start Date
Tenure
Tenure Rank
Jun 30, 2021
0.92
0.9%
Mr. France is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2009.
Todd Frysinger
Start Date
Tenure
Tenure Rank
Jun 30, 2021
0.92
0.9%
Mr. Frysinger is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2007.
Vlasta Sheremeta
Start Date
Tenure
Tenure Rank
Jun 30, 2021
0.92
0.9%
Ms. Sheremeta is a vice president and senior portfolio manager at Mellon. She has been employed by Mellon or a predecessor company since 2011.
Michael Stoll
Start Date
Tenure
Tenure Rank
Jun 30, 2021
0.92
0.9%
Mr. Stoll is a vice president and senior portfolio manager at Mellon. He has been employed by Mellon or a predecessor company since 2005.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.09 | 86.59 | 7.9 | 16.42 |
