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Critical Facts You Need to Know About Preferred Stocks
Have you ever wished for the safety of bonds, but the return potential...
Name
As of 12/12/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
12.9%
1 yr return
13.9%
3 Yr Avg Return
2.3%
5 Yr Avg Return
4.1%
Net Assets
$1.04 B
Holdings in Top 10
11.3%
Expense Ratio 2.04%
Front Load N/A
Deferred Load 5.00%
Turnover 57.00%
Redemption Fee N/A
Standard (Taxable)
$1,000
IRA
N/A
Fund Type
Open End Mutual Fund
Name
As of 12/12/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | MKTRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 12.9% | -23.7% | 16.4% | 60.52% |
1 Yr | 13.9% | -8.9% | 48.3% | 65.45% |
3 Yr | 2.3%* | -2.2% | 16.4% | 78.40% |
5 Yr | 4.1%* | -0.7% | 13.4% | 82.48% |
10 Yr | 4.5%* | 0.9% | 11.8% | 43.73% |
* Annualized
Period | MKTRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.4% | -40.8% | 20.6% | 56.54% |
2022 | -15.5% | -21.0% | 24.5% | 45.10% |
2021 | 1.8% | -24.2% | 27.8% | 74.07% |
2020 | 4.6% | -23.1% | 11.7% | 25.62% |
2019 | 10.5% | -100.0% | 20.6% | 76.57% |
Period | MKTRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 12.9% | -23.7% | 16.4% | 59.23% |
1 Yr | 13.9% | -12.8% | 48.3% | 85.38% |
3 Yr | 2.3%* | -3.4% | 16.4% | 84.06% |
5 Yr | 4.1%* | -1.1% | 13.4% | 85.13% |
10 Yr | 4.5%* | 0.9% | 11.8% | 41.44% |
* Annualized
Period | MKTRX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 8.5% | -40.8% | 20.6% | 56.54% |
2022 | -14.3% | -21.0% | 24.5% | 45.10% |
2021 | 9.0% | -24.2% | 27.8% | 74.07% |
2020 | 6.1% | -23.1% | 11.7% | 10.92% |
2019 | 17.1% | -2.9% | 23.1% | 64.03% |
MKTRX | Category Low | Category High | MKTRX % Rank | |
---|---|---|---|---|
Net Assets | 1.04 B | 1.12 M | 110 B | 28.73% |
Number of Holdings | 590 | 2 | 10961 | 30.48% |
Net Assets in Top 10 | 119 M | -31.7 M | 22 B | 47.39% |
Weighting of Top 10 | 11.26% | 10.8% | 100.0% | 98.89% |
Weighting | Return Low | Return High | MKTRX % Rank | |
---|---|---|---|---|
Stocks | 59.70% | -45.72% | 98.42% | 84.13% |
Bonds | 34.01% | -39.76% | 93.84% | 11.27% |
Other | 2.94% | -1.25% | 197.12% | 90.61% |
Cash | 2.72% | -97.12% | 185.58% | 52.82% |
Convertible Bonds | 1.98% | 0.00% | 25.49% | 18.37% |
Preferred Stocks | 0.00% | -0.03% | 14.00% | 40.71% |
Weighting | Return Low | Return High | MKTRX % Rank | |
---|---|---|---|---|
Technology | 17.20% | 0.00% | 39.48% | 37.58% |
Healthcare | 13.34% | 0.00% | 30.30% | 35.03% |
Financial Services | 12.73% | 0.00% | 30.34% | 58.81% |
Industrials | 11.28% | 0.09% | 32.39% | 33.55% |
Consumer Defense | 10.89% | 0.00% | 31.85% | 17.20% |
Utilities | 7.80% | 0.00% | 40.29% | 21.44% |
Consumer Cyclical | 7.72% | 0.00% | 20.84% | 54.78% |
Communication Services | 6.06% | 0.00% | 28.59% | 62.63% |
Basic Materials | 5.62% | 0.00% | 60.23% | 48.20% |
Energy | 4.40% | 0.00% | 38.61% | 59.66% |
Real Estate | 2.96% | 0.00% | 90.14% | 67.09% |
Weighting | Return Low | Return High | MKTRX % Rank | |
---|---|---|---|---|
US | 45.24% | -4.82% | 95.75% | 65.14% |
Non US | 14.46% | -46.69% | 57.06% | 85.18% |
Weighting | Return Low | Return High | MKTRX % Rank | |
---|---|---|---|---|
Corporate | 37.36% | 0.00% | 99.90% | 25.68% |
Securitized | 21.34% | 0.00% | 83.28% | 11.90% |
Government | 3.87% | 0.00% | 98.64% | 79.54% |
Cash & Equivalents | 1.65% | 0.10% | 100.00% | 42.38% |
Derivative | 0.44% | 0.00% | 41.88% | 83.72% |
Municipal | 0.21% | 0.00% | 31.28% | 15.87% |
Weighting | Return Low | Return High | MKTRX % Rank | |
---|---|---|---|---|
US | 34.01% | -177.12% | 87.76% | 7.72% |
Non US | 0.00% | -39.00% | 137.36% | 51.98% |
MKTRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 2.04% | 0.16% | 2.71% | 9.60% |
Management Fee | 0.63% | 0.00% | 1.70% | 43.04% |
12b-1 Fee | 1.00% | 0.00% | 1.00% | 90.04% |
Administrative Fee | N/A | 0.01% | 0.70% | N/A |
MKTRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.00% | 5.75% | N/A |
Deferred Load | 5.00% | 1.00% | 5.50% | 4.88% |
MKTRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 2.00% | 2.00% | N/A |
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.
MKTRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 57.00% | 0.00% | 441.00% | 48.56% |
MKTRX | Category Low | Category High | MKTRX % Rank | |
---|---|---|---|---|
Dividend Yield | 2.18% | 0.00% | 10.92% | 77.75% |
MKTRX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
MKTRX | Category Low | Category High | MKTRX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.13% | -5.20% | 6.33% | 63.83% |
MKTRX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Date | Amount | Type |
---|---|---|
Nov 29, 2024 | $0.039 | OrdinaryDividend |
Oct 31, 2024 | $0.010 | OrdinaryDividend |
Sep 30, 2024 | $0.027 | OrdinaryDividend |
Aug 30, 2024 | $0.035 | OrdinaryDividend |
Jul 31, 2024 | $0.014 | OrdinaryDividend |
Apr 30, 2024 | $0.044 | OrdinaryDividend |
Mar 28, 2024 | $0.042 | OrdinaryDividend |
Feb 29, 2024 | $0.032 | OrdinaryDividend |
Jan 31, 2024 | $0.024 | OrdinaryDividend |
Dec 21, 2023 | $0.064 | OrdinaryDividend |
Nov 30, 2023 | $0.023 | OrdinaryDividend |
Oct 31, 2023 | $0.012 | OrdinaryDividend |
Sep 29, 2023 | $0.023 | OrdinaryDividend |
Aug 31, 2023 | $0.027 | OrdinaryDividend |
Jul 31, 2023 | $0.017 | OrdinaryDividend |
Jun 30, 2023 | $0.027 | OrdinaryDividend |
May 31, 2023 | $0.057 | OrdinaryDividend |
Apr 28, 2023 | $0.027 | OrdinaryDividend |
Mar 31, 2023 | $0.038 | OrdinaryDividend |
Feb 28, 2023 | $0.034 | OrdinaryDividend |
Jan 31, 2023 | $0.008 | OrdinaryDividend |
Dec 21, 2022 | $0.015 | OrdinaryDividend |
Nov 30, 2022 | $0.039 | OrdinaryDividend |
Oct 31, 2022 | $0.010 | OrdinaryDividend |
Sep 30, 2022 | $0.020 | OrdinaryDividend |
Aug 31, 2022 | $0.025 | OrdinaryDividend |
Jul 29, 2022 | $0.007 | OrdinaryDividend |
Jun 30, 2022 | $0.027 | OrdinaryDividend |
May 31, 2022 | $0.054 | OrdinaryDividend |
Apr 29, 2022 | $0.015 | OrdinaryDividend |
Mar 31, 2022 | $0.023 | OrdinaryDividend |
Feb 28, 2022 | $0.021 | OrdinaryDividend |
Jan 31, 2022 | $0.005 | OrdinaryDividend |
Dec 16, 2021 | $1.167 | OrdinaryDividend |
Nov 30, 2021 | $0.013 | OrdinaryDividend |
Sep 30, 2021 | $0.021 | OrdinaryDividend |
Aug 31, 2021 | $0.013 | OrdinaryDividend |
Jul 30, 2021 | $0.010 | OrdinaryDividend |
Jun 30, 2021 | $0.027 | OrdinaryDividend |
May 28, 2021 | $0.030 | OrdinaryDividend |
Apr 30, 2021 | $0.027 | OrdinaryDividend |
Mar 31, 2021 | $0.053 | OrdinaryDividend |
Feb 26, 2021 | $0.054 | OrdinaryDividend |
Jan 29, 2021 | $0.035 | OrdinaryDividend |
Dec 17, 2020 | $0.022 | OrdinaryDividend |
Nov 30, 2020 | $0.020 | OrdinaryDividend |
Oct 30, 2020 | $0.020 | OrdinaryDividend |
Sep 30, 2020 | $0.019 | OrdinaryDividend |
Aug 31, 2020 | $0.021 | OrdinaryDividend |
Jul 31, 2020 | $0.013 | OrdinaryDividend |
Jun 30, 2020 | $0.026 | OrdinaryDividend |
May 29, 2020 | $0.027 | OrdinaryDividend |
Apr 30, 2020 | $0.006 | OrdinaryDividend |
Mar 31, 2020 | $0.033 | OrdinaryDividend |
Mar 29, 2020 | $0.027 | OrdinaryDividend |
Feb 28, 2020 | $0.024 | OrdinaryDividend |
Jan 31, 2020 | $0.013 | OrdinaryDividend |
Dec 19, 2019 | $0.020 | OrdinaryDividend |
Dec 19, 2019 | $0.290 | CapitalGainShortTerm |
Dec 19, 2019 | $0.474 | CapitalGainLongTerm |
Nov 29, 2019 | $0.030 | OrdinaryDividend |
Oct 31, 2019 | $0.011 | OrdinaryDividend |
Sep 30, 2019 | $0.027 | OrdinaryDividend |
Aug 30, 2019 | $0.027 | OrdinaryDividend |
Jul 31, 2019 | $0.026 | OrdinaryDividend |
Jun 28, 2019 | $0.034 | OrdinaryDividend |
May 31, 2019 | $0.076 | OrdinaryDividend |
Apr 30, 2019 | $0.024 | OrdinaryDividend |
Mar 29, 2019 | $0.039 | OrdinaryDividend |
Feb 28, 2019 | $0.032 | OrdinaryDividend |
Jan 31, 2019 | $0.028 | OrdinaryDividend |
Dec 20, 2018 | $0.323 | CapitalGainLongTerm |
Dec 20, 2018 | $0.030 | OrdinaryDividend |
Nov 30, 2018 | $0.036 | OrdinaryDividend |
Oct 31, 2018 | $0.010 | OrdinaryDividend |
Sep 28, 2018 | $0.025 | OrdinaryDividend |
Aug 31, 2018 | $0.028 | OrdinaryDividend |
Jul 31, 2018 | $0.014 | OrdinaryDividend |
Jun 29, 2018 | $0.041 | OrdinaryDividend |
May 31, 2018 | $0.062 | OrdinaryDividend |
Apr 30, 2018 | $0.033 | OrdinaryDividend |
Mar 29, 2018 | $0.027 | OrdinaryDividend |
Feb 28, 2018 | $0.027 | OrdinaryDividend |
Jan 31, 2018 | $0.013 | OrdinaryDividend |
Dec 21, 2017 | $0.097 | CapitalGainShortTerm |
Dec 21, 2017 | $0.391 | CapitalGainLongTerm |
Dec 21, 2017 | $0.038 | OrdinaryDividend |
Nov 30, 2017 | $0.035 | OrdinaryDividend |
Oct 31, 2017 | $0.011 | OrdinaryDividend |
Sep 29, 2017 | $0.017 | OrdinaryDividend |
Aug 31, 2017 | $0.028 | OrdinaryDividend |
Jul 31, 2017 | $0.018 | OrdinaryDividend |
Jun 30, 2017 | $0.040 | OrdinaryDividend |
May 31, 2017 | $0.056 | OrdinaryDividend |
Apr 28, 2017 | $0.024 | OrdinaryDividend |
Mar 31, 2017 | $0.039 | OrdinaryDividend |
Feb 28, 2017 | $0.018 | OrdinaryDividend |
Jan 31, 2017 | $0.012 | OrdinaryDividend |
Dec 13, 2016 | $0.104 | OrdinaryDividend |
Sep 30, 2016 | $0.088 | OrdinaryDividend |
Jun 30, 2016 | $0.126 | OrdinaryDividend |
Mar 31, 2016 | $0.109 | OrdinaryDividend |
Dec 10, 2015 | $0.123 | OrdinaryDividend |
Dec 10, 2015 | $0.587 | CapitalGainLongTerm |
Sep 30, 2015 | $0.104 | OrdinaryDividend |
Jun 30, 2015 | $0.160 | OrdinaryDividend |
Mar 31, 2015 | $0.114 | OrdinaryDividend |
Dec 08, 2014 | $0.145 | OrdinaryDividend |
Dec 08, 2014 | $0.167 | CapitalGainShortTerm |
Dec 08, 2014 | $0.698 | CapitalGainLongTerm |
Sep 29, 2014 | $0.105 | OrdinaryDividend |
Jun 27, 2014 | $0.175 | OrdinaryDividend |
Mar 28, 2014 | $0.117 | OrdinaryDividend |
Dec 06, 2013 | $0.129 | OrdinaryDividend |
Dec 06, 2013 | $0.521 | CapitalGainLongTerm |
Sep 27, 2013 | $0.114 | OrdinaryDividend |
Jun 26, 2013 | $0.162 | OrdinaryDividend |
Mar 28, 2013 | $0.118 | OrdinaryDividend |
Dec 05, 2012 | $0.108 | OrdinaryDividend |
Sep 27, 2012 | $0.116 | OrdinaryDividend |
Jun 28, 2012 | $0.166 | OrdinaryDividend |
Mar 29, 2012 | $0.099 | OrdinaryDividend |
Dec 13, 2011 | $0.107 | OrdinaryDividend |
Sep 29, 2011 | $0.116 | OrdinaryDividend |
Jun 29, 2011 | $0.170 | OrdinaryDividend |
Mar 30, 2011 | $0.097 | OrdinaryDividend |
Dec 20, 2010 | $0.061 | OrdinaryDividend |
Sep 29, 2010 | $0.135 | OrdinaryDividend |
Jun 29, 2010 | $0.163 | OrdinaryDividend |
Mar 30, 2010 | $0.090 | OrdinaryDividend |
Dec 16, 2009 | $0.053 | OrdinaryDividend |
Oct 26, 2009 | $0.013 | ExtraDividend |
Sep 25, 2009 | $0.063 | OrdinaryDividend |
Jun 26, 2009 | $0.049 | OrdinaryDividend |
Mar 27, 2009 | $0.053 | OrdinaryDividend |
Dec 15, 2008 | $0.068 | OrdinaryDividend |
Sep 24, 2008 | $0.037 | OrdinaryDividend |
Jun 25, 2008 | $0.046 | OrdinaryDividend |
Mar 26, 2008 | $0.051 | OrdinaryDividend |
Dec 12, 2007 | $0.044 | OrdinaryDividend |
Dec 07, 2007 | $0.456 | CapitalGainShortTerm |
Dec 07, 2007 | $1.814 | CapitalGainLongTerm |
Sep 26, 2007 | $0.054 | OrdinaryDividend |
Jun 27, 2007 | $0.044 | OrdinaryDividend |
Mar 28, 2007 | $0.061 | OrdinaryDividend |
Dec 14, 2006 | $0.049 | OrdinaryDividend |
Dec 12, 2006 | $0.064 | CapitalGainShortTerm |
Dec 12, 2006 | $1.537 | CapitalGainLongTerm |
Sep 26, 2006 | $0.048 | OrdinaryDividend |
Jun 27, 2006 | $0.028 | OrdinaryDividend |
Mar 28, 2006 | $0.023 | OrdinaryDividend |
Dec 15, 2005 | $0.025 | OrdinaryDividend |
Dec 08, 2005 | $0.046 | CapitalGainShortTerm |
Dec 08, 2005 | $0.722 | CapitalGainLongTerm |
Sep 30, 2005 | $0.004 | OrdinaryDividend |
Jun 30, 2005 | $0.020 | OrdinaryDividend |
Mar 31, 2005 | $0.016 | OrdinaryDividend |
Dec 16, 2004 | $0.023 | OrdinaryDividend |
Dec 13, 2004 | $0.333 | CapitalGainLongTerm |
Sep 30, 2004 | $0.014 | OrdinaryDividend |
Jun 30, 2004 | $0.010 | OrdinaryDividend |
Dec 18, 2003 | $0.017 | OrdinaryDividend |
Jun 30, 2003 | $0.020 | OrdinaryDividend |
Mar 31, 2003 | $0.031 | OrdinaryDividend |
Dec 19, 2002 | $0.054 | OrdinaryDividend |
Sep 30, 2002 | $0.035 | OrdinaryDividend |
Jun 28, 2002 | $0.035 | OrdinaryDividend |
Mar 28, 2002 | $0.033 | OrdinaryDividend |
Dec 18, 2001 | $0.052 | OrdinaryDividend |
Dec 18, 2001 | $0.027 | CapitalGainShortTerm |
Dec 18, 2001 | $0.192 | CapitalGainLongTerm |
Sep 28, 2001 | $0.054 | OrdinaryDividend |
Jun 29, 2001 | $0.045 | OrdinaryDividend |
Mar 30, 2001 | $0.051 | OrdinaryDividend |
Dec 19, 2000 | $0.060 | OrdinaryDividend |
Dec 19, 2000 | $3.461 | CapitalGainLongTerm |
Sep 29, 2000 | $0.046 | OrdinaryDividend |
Jun 30, 2000 | $0.038 | OrdinaryDividend |
Mar 31, 2000 | $0.039 | OrdinaryDividend |
Dec 21, 1999 | $0.042 | OrdinaryDividend |
Dec 21, 1999 | $1.417 | CapitalGainLongTerm |
Sep 30, 1999 | $0.035 | OrdinaryDividend |
Mar 31, 1998 | $0.059 | OrdinaryDividend |
Dec 27, 1997 | $0.075 | OrdinaryDividend |
Dec 19, 1997 | $0.070 | OrdinaryDividend |
Dec 19, 1997 | $0.146 | CapitalGainShortTerm |
Dec 19, 1997 | $1.691 | CapitalGainLongTerm |
Sep 30, 1997 | $0.079 | OrdinaryDividend |
Jun 30, 1997 | $0.068 | OrdinaryDividend |
Mar 31, 1997 | $0.075 | OrdinaryDividend |
Dec 27, 1996 | $0.509 | CapitalGainLongTerm |
Sep 30, 1996 | $0.071 | OrdinaryDividend |
Jun 28, 1996 | $0.069 | OrdinaryDividend |
Mar 29, 1996 | $0.059 | OrdinaryDividend |
Dec 29, 1995 | $0.068 | OrdinaryDividend |
Sep 29, 1995 | $0.077 | OrdinaryDividend |
Jun 30, 1995 | $0.093 | OrdinaryDividend |
Mar 31, 1995 | $0.090 | OrdinaryDividend |
Nov 30, 1994 | $0.115 | OrdinaryDividend |
Aug 31, 1994 | $0.093 | OrdinaryDividend |
May 31, 1994 | $0.083 | OrdinaryDividend |
Feb 28, 1994 | $0.071 | OrdinaryDividend |
Nov 30, 1993 | $0.123 | OrdinaryDividend |
Aug 31, 1993 | $0.087 | OrdinaryDividend |
May 28, 1993 | $0.099 | OrdinaryDividend |
Mar 01, 1993 | $0.066 | OrdinaryDividend |
Dec 01, 1992 | $0.255 | OrdinaryDividend |
Sep 01, 1992 | $0.047 | OrdinaryDividend |
Jun 01, 1992 | $0.059 | OrdinaryDividend |
Mar 02, 1992 | $0.054 | OrdinaryDividend |
Start Date
Tenure
Tenure Rank
Jun 30, 2009
12.93
12.9%
Mr. William Priest is a Co-Founder and serves as Chief Executive Officer, Portfolio Manager & Co-Chief Investment Officer at Epoch Investment Partners. Prior to cofounding Epoch in 2004 with David Pearl, Tim Taussig and Phil Clark, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years. Before joining Steinberg
Start Date
Tenure
Tenure Rank
Jun 30, 2009
12.93
12.9%
Mike is Co-Chief Investment Officer of Epoch Investment Partners. He is also Chief Risk Officer. Mike is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management.
Start Date
Tenure
Tenure Rank
Feb 28, 2014
8.26
8.3%
Kera is a portfolio manager for Epoch's Equity Shareholder Yield strategies. Prior to joining the Shareholder Yield team Kera was an analyst within Epoch’s Quantitative Research and Risk Management team. Before joining Epoch in 2005, she was a portfolio manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds. She also worked at Credit Suisse Asset Management. Kera received her BA in Mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business.
Start Date
Tenure
Tenure Rank
Feb 28, 2014
8.26
8.3%
John is a portfolio manager for Epoch’s Equity Shareholder Yield strategies. Prior to joining Epoch in 2012, John taught undergraduate economics as a lecturer at Fordham University. Before that he spent four years at HSBC Global Asset Management as a senior research analyst and almost twenty years at Credit Suisse Asset Management where he was a senior research analyst for the U.S. High Yield Bond team. Previously he worked at Bankers Trust Company where he began his career. John received AB, AM and PhD degrees in Economics from Fordham University.
Start Date
Tenure
Tenure Rank
Feb 28, 2018
4.25
4.3%
Jae Yoon, CFA. From 2005-2009, Mr. Yoon was employed by New York Life Investments where he led the Investment Consulting Group. In 2009, Mr. Yoon joined MacKay Shields LLC as a Senior Managing Director responsible for Risk Management. In his role at MacKay Shields, Mr. Yoon worked side-by-side with the portfolio managers directly enhancing the risk management processes across all portfolios. In January 2011, Mr. Yoon re-joined New York Life Investments and leads the Investment Consulting Group. Mr. Yoon obtained a B.S. and a Masters degree from Cornell University and attended New York University’s Stern School of Business MBA program. He earned his Chartered Financial Analyst designation in 1998 and has been in the investment industry since 1991.
Start Date
Tenure
Tenure Rank
Feb 28, 2018
4.25
4.3%
Jonathan Swaney was an employee of New York Life Investments from 1997-2009 and was responsible both for managing quantitative equity portfolios and performing research at New York Life Investments’ Equity Investors Group. Also within New York Life Investments, Mr. Swaney previously worked with the Investment Consulting Group and was a portfolio manager with the Quantitative Strategies unit. In 2009, Mr. Swaney joined Madison Square Investors LLC, an indirect, wholly-owned subsidiary of New York Life. While at Madison Square Investors LLC, Mr. Swaney was responsible both for managing quantitative equity portfolios and performing research. In January 2011, Mr. Swaney re-joined New York Life Investments as part of the Investment Consulting Group. Mr. Swaney began his career in financil services working on the fixed income desk at the Vanguard Group after earned his B.A. in Political Science from The College of William & Mary in 1991. He also spent several years with a hedge fund of funds before coming to New York Life Investments in 1997.
Start Date
Tenure
Tenure Rank
Oct 18, 2018
3.62
3.6%
Neil Moriarty is a Senior Portfolio Manager of the Global Fixed Income team. Neil is responsible for managing all Multi- Sector and related strategies. Prior to joining MacKay Shields in January 2018, he was with Aberdeen via the 2005 acquisition of Deutsche Asset Management's London and Philadelphia fixed income businesses. While at Aberdeen, his responsibilities included Head of US Core, Structured Products and Co-Head of US Core Short Duration. Neil joined Deutsche in 2002 from Swathmore/Cypress Capital Management where he worked in fixed income portfolio management. Previously, he worked for Chase Securities in fixed income trading and research. Prior to that, Neil worked for Paine Webber in fixed income trading and research. Neil graduated with a BA from University of Massachusetts, Amherst. He has been working in the investment industry since 1987.
Start Date
Tenure
Tenure Rank
Oct 18, 2018
3.62
3.6%
Steve Cianci, CFA, is the Head of the Global Fixed Income team and a Senior Portfolio Manager. Steve is responsible for managing all Multi-Sector and related strategies and in addition, he is responsible for strategic initiatives as the team’s business head. He is an adjunct professor of finance and a member of the Business Advisory Council at Widener University. Steve graduated with a MBA and BA from Widener University and is a CFA charterholder. He has been working in the investment industry since 1992.
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.03 | 30.27 | 6.52 | 9.25 |
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