Dividend Investing Ideas Center
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 12/06/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
3.3%
1 yr return
5.9%
3 Yr Avg Return
-2.0%
5 Yr Avg Return
-0.2%
Net Assets
$44.5 B
Holdings in Top 10
13.0%
Expense Ratio 1.35%
Front Load N/A
Deferred Load 1.00%
Turnover 59.00%
Redemption Fee N/A
Standard (Taxable)
$1,000
IRA
N/A
Fund Type
Open End Mutual Fund
Name
As of 12/06/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | OBOCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 3.3% | -6.1% | 11.5% | 80.62% |
1 Yr | 5.9% | -3.5% | 15.7% | 84.97% |
3 Yr | -2.0%* | -10.5% | 28.4% | 68.26% |
5 Yr | -0.2%* | -7.2% | 59.0% | 83.51% |
10 Yr | 1.0%* | -2.8% | 74.1% | 86.01% |
* Annualized
Period | OBOCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.0% | -16.2% | 8.1% | 58.73% |
2022 | -14.5% | -34.7% | 131.9% | 13.62% |
2021 | -3.7% | -11.6% | 4.4% | 64.18% |
2020 | 3.9% | -9.9% | 946.1% | 51.90% |
2019 | 4.9% | -1.7% | 16.9% | 70.35% |
Period | OBOCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 3.3% | -6.1% | 11.5% | 80.62% |
1 Yr | 5.9% | -3.5% | 15.7% | 84.97% |
3 Yr | -2.0%* | -10.5% | 28.4% | 68.26% |
5 Yr | -0.2%* | -7.2% | 59.0% | 83.51% |
10 Yr | 1.0%* | -2.8% | 74.1% | 86.01% |
* Annualized
Period | OBOCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 4.7% | -11.3% | 11.9% | 88.98% |
2022 | -13.1% | -32.2% | 131.9% | 33.09% |
2021 | -1.9% | -9.4% | 9.2% | 83.20% |
2020 | 7.2% | -1.9% | 1009.0% | 76.18% |
2019 | 7.6% | 1.1% | 21668.0% | 79.95% |
OBOCX | Category Low | Category High | OBOCX % Rank | |
---|---|---|---|---|
Net Assets | 44.5 B | 2.9 M | 314 B | 5.39% |
Number of Holdings | 3740 | 1 | 17880 | 10.80% |
Net Assets in Top 10 | 6.18 B | 1.62 M | 35.1 B | 7.27% |
Weighting of Top 10 | 13.04% | 4.7% | 3984.6% | 87.49% |
Weighting | Return Low | Return High | OBOCX % Rank | |
---|---|---|---|---|
Bonds | 83.53% | 0.00% | 9231.88% | 87.98% |
Other | 12.14% | -27.25% | 1695.17% | 21.39% |
Cash | 4.58% | -54.51% | 237.69% | 35.41% |
Convertible Bonds | 1.93% | 0.00% | 7.93% | 34.41% |
Stocks | 0.00% | 0.00% | 99.98% | 85.18% |
Preferred Stocks | 0.00% | 0.00% | 72.34% | 82.87% |
Weighting | Return Low | Return High | OBOCX % Rank | |
---|---|---|---|---|
Securitized | 40.35% | 0.00% | 98.40% | 21.76% |
Government | 29.63% | 0.00% | 86.23% | 41.74% |
Corporate | 25.32% | 0.00% | 100.00% | 67.47% |
Cash & Equivalents | 4.58% | 0.00% | 237.69% | 34.06% |
Municipal | 0.36% | 0.00% | 100.00% | 53.66% |
Derivative | -0.02% | -6.56% | 44.82% | 82.24% |
Weighting | Return Low | Return High | OBOCX % Rank | |
---|---|---|---|---|
US | 83.53% | 0.00% | 9042.62% | 86.19% |
Non US | 0.00% | 0.00% | 189.26% | 86.29% |
OBOCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.35% | 0.01% | 39.64% | 14.63% |
Management Fee | 0.28% | 0.00% | 1.76% | 27.91% |
12b-1 Fee | 0.75% | 0.00% | 1.00% | 81.84% |
Administrative Fee | 0.08% | 0.01% | 0.50% | 45.09% |
OBOCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 2.00% | 5.75% | N/A |
Deferred Load | 1.00% | 1.00% | 4.00% | 76.60% |
OBOCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 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.
OBOCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 59.00% | 2.00% | 493.39% | 23.67% |
OBOCX | Category Low | Category High | OBOCX % Rank | |
---|---|---|---|---|
Dividend Yield | 3.12% | 0.00% | 10.11% | 91.09% |
OBOCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
OBOCX | Category Low | Category High | OBOCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.15% | -1.28% | 4.79% | 83.35% |
OBOCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Date | Amount | Type |
---|---|---|
Nov 26, 2024 | $0.027 | OrdinaryDividend |
Oct 29, 2024 | $0.028 | OrdinaryDividend |
Sep 26, 2024 | $0.026 | OrdinaryDividend |
Aug 28, 2024 | $0.027 | OrdinaryDividend |
Jul 29, 2024 | $0.026 | OrdinaryDividend |
Apr 26, 2024 | $0.029 | OrdinaryDividend |
Mar 26, 2024 | $0.025 | OrdinaryDividend |
Feb 27, 2024 | $0.023 | OrdinaryDividend |
Jan 29, 2024 | $0.022 | OrdinaryDividend |
Dec 27, 2023 | $0.026 | OrdinaryDividend |
Nov 28, 2023 | $0.026 | OrdinaryDividend |
Oct 27, 2023 | $0.022 | OrdinaryDividend |
Sep 27, 2023 | $0.024 | OrdinaryDividend |
Aug 29, 2023 | $0.023 | OrdinaryDividend |
Jul 27, 2023 | $0.023 | OrdinaryDividend |
Jun 28, 2023 | $0.023 | OrdinaryDividend |
May 26, 2023 | $0.022 | OrdinaryDividend |
Apr 26, 2023 | $0.026 | OrdinaryDividend |
Mar 29, 2023 | $0.020 | OrdinaryDividend |
Feb 24, 2023 | $0.020 | OrdinaryDividend |
Jan 27, 2023 | $0.020 | OrdinaryDividend |
Dec 28, 2022 | $0.019 | OrdinaryDividend |
Dec 13, 2022 | $0.001 | CapitalGainLongTerm |
Nov 28, 2022 | $0.020 | OrdinaryDividend |
Oct 27, 2022 | $0.016 | OrdinaryDividend |
Sep 28, 2022 | $0.018 | OrdinaryDividend |
Aug 29, 2022 | $0.018 | OrdinaryDividend |
Jul 27, 2022 | $0.016 | OrdinaryDividend |
Jun 28, 2022 | $0.015 | OrdinaryDividend |
May 26, 2022 | $0.013 | OrdinaryDividend |
Apr 27, 2022 | $0.015 | OrdinaryDividend |
Mar 29, 2022 | $0.011 | OrdinaryDividend |
Feb 24, 2022 | $0.009 | OrdinaryDividend |
Jan 27, 2022 | $0.009 | OrdinaryDividend |
Dec 29, 2021 | $0.011 | OrdinaryDividend |
Dec 13, 2021 | $0.088 | CapitalGainLongTerm |
Nov 26, 2021 | $0.010 | OrdinaryDividend |
Oct 27, 2021 | $0.010 | OrdinaryDividend |
Sep 28, 2021 | $0.012 | OrdinaryDividend |
Aug 27, 2021 | $0.012 | OrdinaryDividend |
Jul 28, 2021 | $0.011 | OrdinaryDividend |
Jun 28, 2021 | $0.012 | OrdinaryDividend |
May 26, 2021 | $0.012 | OrdinaryDividend |
Apr 28, 2021 | $0.016 | OrdinaryDividend |
Mar 29, 2021 | $0.012 | OrdinaryDividend |
Feb 24, 2021 | $0.012 | OrdinaryDividend |
Jan 27, 2021 | $0.010 | OrdinaryDividend |
Dec 29, 2020 | $0.015 | OrdinaryDividend |
Dec 11, 2020 | $0.159 | CapitalGainLongTerm |
Dec 11, 2020 | $0.043 | CapitalGainShortTerm |
Nov 25, 2020 | $0.013 | OrdinaryDividend |
Oct 28, 2020 | $0.014 | OrdinaryDividend |
Sep 28, 2020 | $0.013 | OrdinaryDividend |
Aug 27, 2020 | $0.014 | OrdinaryDividend |
Jul 29, 2020 | $0.015 | OrdinaryDividend |
Jun 26, 2020 | $0.016 | OrdinaryDividend |
May 27, 2020 | $0.016 | OrdinaryDividend |
Apr 28, 2020 | $0.020 | OrdinaryDividend |
Mar 27, 2020 | $0.017 | OrdinaryDividend |
Feb 26, 2020 | $0.016 | OrdinaryDividend |
Jan 29, 2020 | $0.015 | OrdinaryDividend |
Dec 27, 2019 | $0.018 | OrdinaryDividend |
Dec 12, 2019 | $0.000 | CapitalGainShortTerm |
Dec 12, 2019 | $0.056 | CapitalGainLongTerm |
Nov 26, 2019 | $0.018 | OrdinaryDividend |
Oct 29, 2019 | $0.018 | OrdinaryDividend |
Sep 26, 2019 | $0.019 | OrdinaryDividend |
Aug 28, 2019 | $0.018 | OrdinaryDividend |
Jul 29, 2019 | $0.019 | OrdinaryDividend |
Jun 26, 2019 | $0.019 | OrdinaryDividend |
May 29, 2019 | $0.019 | OrdinaryDividend |
Apr 26, 2019 | $0.023 | OrdinaryDividend |
Mar 27, 2019 | $0.019 | OrdinaryDividend |
Feb 26, 2019 | $0.017 | OrdinaryDividend |
Jan 29, 2019 | $0.016 | OrdinaryDividend |
Dec 27, 2018 | $0.020 | OrdinaryDividend |
Dec 12, 2018 | $0.000 | CapitalGainShortTerm |
Dec 12, 2018 | $0.011 | CapitalGainLongTerm |
Nov 28, 2018 | $0.019 | OrdinaryDividend |
Oct 29, 2018 | $0.019 | OrdinaryDividend |
Sep 26, 2018 | $0.019 | OrdinaryDividend |
Aug 29, 2018 | $0.018 | OrdinaryDividend |
Jul 27, 2018 | $0.018 | OrdinaryDividend |
Jun 27, 2018 | $0.018 | OrdinaryDividend |
May 29, 2018 | $0.018 | OrdinaryDividend |
Apr 26, 2018 | $0.022 | OrdinaryDividend |
Mar 27, 2018 | $0.017 | OrdinaryDividend |
Feb 26, 2018 | $0.017 | OrdinaryDividend |
Jan 29, 2018 | $0.014 | OrdinaryDividend |
Dec 27, 2017 | $0.018 | OrdinaryDividend |
Dec 13, 2017 | $0.001 | CapitalGainShortTerm |
Dec 13, 2017 | $0.026 | CapitalGainLongTerm |
Nov 28, 2017 | $0.018 | OrdinaryDividend |
Oct 27, 2017 | $0.016 | OrdinaryDividend |
Sep 27, 2017 | $0.017 | OrdinaryDividend |
Aug 29, 2017 | $0.017 | OrdinaryDividend |
Jul 27, 2017 | $0.018 | OrdinaryDividend |
Jun 28, 2017 | $0.017 | OrdinaryDividend |
May 26, 2017 | $0.018 | OrdinaryDividend |
Apr 26, 2017 | $0.021 | OrdinaryDividend |
Mar 29, 2017 | $0.017 | OrdinaryDividend |
Feb 24, 2017 | $0.016 | OrdinaryDividend |
Jan 27, 2017 | $0.012 | OrdinaryDividend |
Dec 28, 2016 | $0.017 | OrdinaryDividend |
Dec 14, 2016 | $0.002 | CapitalGainShortTerm |
Dec 14, 2016 | $0.041 | CapitalGainLongTerm |
Nov 28, 2016 | $0.016 | OrdinaryDividend |
Oct 27, 2016 | $0.016 | OrdinaryDividend |
Sep 28, 2016 | $0.016 | OrdinaryDividend |
Aug 29, 2016 | $0.016 | OrdinaryDividend |
Jul 27, 2016 | $0.016 | OrdinaryDividend |
Jun 28, 2016 | $0.012 | OrdinaryDividend |
May 26, 2016 | $0.016 | OrdinaryDividend |
Apr 27, 2016 | $0.016 | OrdinaryDividend |
Mar 29, 2016 | $0.016 | OrdinaryDividend |
Feb 25, 2016 | $0.013 | OrdinaryDividend |
Jan 27, 2016 | $0.013 | OrdinaryDividend |
Dec 29, 2015 | $0.014 | OrdinaryDividend |
Nov 25, 2015 | $0.015 | OrdinaryDividend |
Oct 28, 2015 | $0.018 | OrdinaryDividend |
Sep 28, 2015 | $0.014 | OrdinaryDividend |
Aug 27, 2015 | $0.015 | OrdinaryDividend |
Jul 29, 2015 | $0.013 | OrdinaryDividend |
Jun 26, 2015 | $0.017 | OrdinaryDividend |
May 27, 2015 | $0.014 | OrdinaryDividend |
Apr 28, 2015 | $0.013 | OrdinaryDividend |
Mar 27, 2015 | $0.012 | OrdinaryDividend |
Feb 25, 2015 | $0.012 | OrdinaryDividend |
Jan 29, 2015 | $0.013 | OrdinaryDividend |
Dec 30, 2014 | $0.021 | OrdinaryDividend |
Dec 12, 2014 | $0.001 | CapitalGainShortTerm |
Dec 12, 2014 | $0.014 | CapitalGainLongTerm |
Nov 28, 2014 | $0.015 | OrdinaryDividend |
Oct 31, 2014 | $0.016 | OrdinaryDividend |
Sep 30, 2014 | $0.016 | OrdinaryDividend |
Aug 29, 2014 | $0.016 | OrdinaryDividend |
Jul 31, 2014 | $0.019 | OrdinaryDividend |
Jun 30, 2014 | $0.019 | OrdinaryDividend |
May 30, 2014 | $0.017 | OrdinaryDividend |
Apr 30, 2014 | $0.014 | OrdinaryDividend |
Mar 31, 2014 | $0.018 | OrdinaryDividend |
Feb 28, 2014 | $0.015 | OrdinaryDividend |
Jan 31, 2014 | $0.013 | OrdinaryDividend |
Dec 31, 2013 | $0.023 | OrdinaryDividend |
Dec 12, 2013 | $0.001 | CapitalGainShortTerm |
Dec 12, 2013 | $0.061 | CapitalGainLongTerm |
Nov 29, 2013 | $0.018 | OrdinaryDividend |
Oct 31, 2013 | $0.022 | OrdinaryDividend |
Sep 30, 2013 | $0.018 | OrdinaryDividend |
Aug 30, 2013 | $0.017 | OrdinaryDividend |
Jul 31, 2013 | $0.017 | OrdinaryDividend |
Jun 28, 2013 | $0.016 | OrdinaryDividend |
May 31, 2013 | $0.017 | OrdinaryDividend |
Apr 30, 2013 | $0.016 | OrdinaryDividend |
Mar 28, 2013 | $0.020 | OrdinaryDividend |
Feb 28, 2013 | $0.017 | OrdinaryDividend |
Jan 31, 2013 | $0.016 | OrdinaryDividend |
Dec 31, 2012 | $0.023 | OrdinaryDividend |
Dec 13, 2012 | $0.001 | CapitalGainShortTerm |
Dec 13, 2012 | $0.014 | CapitalGainLongTerm |
Nov 30, 2012 | $0.018 | OrdinaryDividend |
Oct 31, 2012 | $0.018 | OrdinaryDividend |
Sep 28, 2012 | $0.019 | OrdinaryDividend |
Aug 31, 2012 | $0.020 | OrdinaryDividend |
Jul 31, 2012 | $0.022 | OrdinaryDividend |
Jun 29, 2012 | $0.021 | OrdinaryDividend |
May 31, 2012 | $0.021 | OrdinaryDividend |
Apr 30, 2012 | $0.022 | OrdinaryDividend |
Mar 30, 2012 | $0.024 | OrdinaryDividend |
Feb 29, 2012 | $0.023 | OrdinaryDividend |
Jan 31, 2012 | $0.024 | OrdinaryDividend |
Dec 30, 2011 | $0.026 | OrdinaryDividend |
Dec 15, 2011 | $0.022 | CapitalGainLongTerm |
Nov 30, 2011 | $0.026 | OrdinaryDividend |
Oct 31, 2011 | $0.028 | OrdinaryDividend |
Sep 30, 2011 | $0.028 | OrdinaryDividend |
Aug 31, 2011 | $0.028 | OrdinaryDividend |
Jul 29, 2011 | $0.026 | OrdinaryDividend |
Jun 30, 2011 | $0.027 | OrdinaryDividend |
May 31, 2011 | $0.028 | OrdinaryDividend |
Apr 29, 2011 | $0.028 | OrdinaryDividend |
Mar 31, 2011 | $0.029 | OrdinaryDividend |
Feb 28, 2011 | $0.028 | OrdinaryDividend |
Jan 31, 2011 | $0.028 | OrdinaryDividend |
Dec 31, 2010 | $0.030 | OrdinaryDividend |
Nov 30, 2010 | $0.029 | OrdinaryDividend |
Oct 29, 2010 | $0.029 | OrdinaryDividend |
Sep 30, 2010 | $0.028 | OrdinaryDividend |
Aug 31, 2010 | $0.027 | OrdinaryDividend |
Jul 30, 2010 | $0.030 | OrdinaryDividend |
Jun 30, 2010 | $0.025 | OrdinaryDividend |
May 28, 2010 | $0.028 | OrdinaryDividend |
Apr 30, 2010 | $0.028 | OrdinaryDividend |
Mar 31, 2010 | $0.025 | OrdinaryDividend |
Feb 26, 2010 | $0.032 | OrdinaryDividend |
Jan 29, 2010 | $0.033 | OrdinaryDividend |
Dec 31, 2009 | $0.036 | OrdinaryDividend |
Nov 30, 2009 | $0.034 | OrdinaryDividend |
Oct 30, 2009 | $0.037 | OrdinaryDividend |
Sep 30, 2009 | $0.037 | OrdinaryDividend |
Aug 31, 2009 | $0.040 | OrdinaryDividend |
Jul 31, 2009 | $0.044 | OrdinaryDividend |
Jun 23, 2009 | $0.044 | OrdinaryDividend |
May 29, 2009 | $0.048 | OrdinaryDividend |
Apr 30, 2009 | $0.050 | OrdinaryDividend |
Mar 31, 2009 | $0.049 | OrdinaryDividend |
Feb 27, 2009 | $0.046 | OrdinaryDividend |
Jan 30, 2009 | $0.043 | OrdinaryDividend |
Dec 31, 2008 | $0.040 | OrdinaryDividend |
Nov 28, 2008 | $0.038 | OrdinaryDividend |
Oct 31, 2008 | $0.038 | OrdinaryDividend |
Sep 30, 2008 | $0.039 | OrdinaryDividend |
Aug 29, 2008 | $0.037 | OrdinaryDividend |
Jul 31, 2008 | $0.039 | OrdinaryDividend |
Jun 30, 2008 | $0.035 | OrdinaryDividend |
May 30, 2008 | $0.038 | OrdinaryDividend |
Apr 30, 2008 | $0.037 | OrdinaryDividend |
Mar 31, 2008 | $0.038 | OrdinaryDividend |
Feb 29, 2008 | $0.036 | OrdinaryDividend |
Jan 31, 2008 | $0.035 | OrdinaryDividend |
Dec 31, 2007 | $0.035 | OrdinaryDividend |
Nov 30, 2007 | $0.034 | OrdinaryDividend |
Oct 31, 2007 | $0.034 | OrdinaryDividend |
Sep 28, 2007 | $0.032 | OrdinaryDividend |
Aug 31, 2007 | $0.034 | OrdinaryDividend |
Jul 31, 2007 | $0.035 | OrdinaryDividend |
Jun 29, 2007 | $0.034 | OrdinaryDividend |
May 31, 2007 | $0.035 | OrdinaryDividend |
Apr 30, 2007 | $0.033 | OrdinaryDividend |
Mar 30, 2007 | $0.034 | OrdinaryDividend |
Feb 28, 2007 | $0.032 | OrdinaryDividend |
Jan 31, 2007 | $0.033 | OrdinaryDividend |
Dec 29, 2006 | $0.032 | OrdinaryDividend |
Nov 30, 2006 | $0.033 | OrdinaryDividend |
Oct 31, 2006 | $0.032 | OrdinaryDividend |
Sep 29, 2006 | $0.031 | OrdinaryDividend |
Aug 31, 2006 | $0.031 | OrdinaryDividend |
Jul 31, 2006 | $0.032 | OrdinaryDividend |
Jun 30, 2006 | $0.034 | OrdinaryDividend |
May 31, 2006 | $0.033 | OrdinaryDividend |
Apr 28, 2006 | $0.032 | OrdinaryDividend |
Mar 31, 2006 | $0.035 | OrdinaryDividend |
Feb 28, 2006 | $0.033 | OrdinaryDividend |
Jan 31, 2006 | $0.032 | OrdinaryDividend |
Dec 30, 2005 | $0.033 | OrdinaryDividend |
Nov 30, 2005 | $0.036 | OrdinaryDividend |
Oct 31, 2005 | $0.038 | OrdinaryDividend |
Sep 30, 2005 | $0.035 | OrdinaryDividend |
Aug 31, 2005 | $0.036 | OrdinaryDividend |
Jul 29, 2005 | $0.036 | OrdinaryDividend |
Jun 30, 2005 | $0.037 | OrdinaryDividend |
May 31, 2005 | $0.038 | OrdinaryDividend |
Apr 29, 2005 | $0.036 | OrdinaryDividend |
Mar 31, 2005 | $0.036 | OrdinaryDividend |
Feb 28, 2005 | $0.015 | OrdinaryDividend |
Feb 15, 2005 | $0.030 | OrdinaryDividend |
Jan 31, 2005 | $0.038 | OrdinaryDividend |
Dec 31, 2004 | $0.040 | OrdinaryDividend |
Start Date
Tenure
Tenure Rank
Sep 14, 2015
6.72
6.7%
Richard Figuly, Managing Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Rick is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1993, Rick previously served as a fixed income trader trading all taxable fixed income securities while specializing in structured products. Prior to joining the firm, Rick was a fiduciary tax accountant at the Bank One Ohio Trust Company. Rick is also a retired Major of the Ohio Army National Guard. He holds a B.S. in finance from The Ohio State University.
Start Date
Tenure
Tenure Rank
Mar 27, 2019
3.18
3.2%
Justin Rucker, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Justin is a portfolio manager for the U.S. Value Driven team and is responsible for managing Long Duration & Core Bond institutional taxable bond portfolios and fund vehicles. Justin is responsible for long duration strategies with benchmarks that span the range from actively managed to custom liability-based across a broad spectrum of fixed income sectors. An employee since 2006, Justin most recently was a member of the Mid Institutional Portfolio Management team specializing in structured product sectors & managing Core Bond portfolios. He also spent three years in the client portfolio management group for Global Fixed Income & three years as an Internal Client Advisor for JPMorgan Mutual Funds. Prior to joining the firm, Justin worked the trade desk for Open E Cry, LLC, a brokerage firm specializing in Futures and FX trading. Justin holds a B.S. in finance from the University of Dayton, an M.B.A. from Capital University, and is a CFA charterholder.
Start Date
Tenure
Tenure Rank
Jan 06, 2021
1.4
1.4%
Mr. Lear is the U.S. Chief Investment Officer within the GFICC group. An employee since 2008. Mr. Lear is responsible for overseeing fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value.
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 33.43 | 6.77 | 1.16 |
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