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 11/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
YTD Return
N/A
1 yr return
N/A
3 Yr Avg Return
N/A
5 Yr Avg Return
N/A
Net Assets
$295 M
Holdings in Top 10
14.4%
Expense Ratio 1.19%
Front Load N/A
Deferred Load N/A
Turnover 47.00%
Redemption Fee N/A
Standard (Taxable)
N/A
IRA
N/A
Fund Type
Closed-end mutual fund
Name
As of 11/01/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | N/A | -9.5% | 17.0% | 81.97% |
1 Yr | N/A | -6.0% | 22.6% | 41.91% |
3 Yr | N/A* | -17.0% | 16.3% | 96.52% |
5 Yr | N/A* | -14.5% | 14.0% | 95.32% |
10 Yr | N/A* | -7.0% | 6.8% | 94.51% |
* Annualized
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.2% | -12.0% | 8.9% | 3.08% |
2022 | -22.8% | -31.8% | 18.4% | 96.21% |
2021 | -4.8% | -16.2% | 25.7% | 90.03% |
2020 | -2.2% | -31.1% | 18.7% | 77.09% |
2019 | 5.3% | -6.1% | 15.3% | 40.69% |
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | N/A | -9.5% | 17.0% | 81.97% |
1 Yr | N/A | -6.0% | 22.6% | 41.91% |
3 Yr | N/A* | -17.0% | 16.3% | 96.52% |
5 Yr | N/A* | -14.5% | 14.0% | 95.32% |
10 Yr | N/A* | -7.0% | 6.8% | 94.51% |
* Annualized
Period | XERCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 9.8% | -6.9% | 22.2% | 24.19% |
2022 | -22.8% | -31.8% | 21.1% | 98.58% |
2021 | -4.8% | -13.5% | 49.9% | 97.22% |
2020 | -2.2% | -28.6% | 24.1% | 90.23% |
2019 | 10.3% | -4.8% | 19.1% | 33.97% |
XERCX | Category Low | Category High | XERCX % Rank | |
---|---|---|---|---|
Net Assets | 295 M | 2.53 M | 143 B | 64.44% |
Number of Holdings | 504 | 4 | 9195 | 48.99% |
Net Assets in Top 10 | 62.6 M | -204 M | 80.4 B | 72.78% |
Weighting of Top 10 | 14.36% | 5.8% | 265.8% | 81.66% |
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
Bonds | 95.13% | 0.00% | 199.60% | 32.97% |
Cash | 3.47% | -94.66% | 91.07% | 48.52% |
Stocks | 0.95% | -6.18% | 99.66% | 40.59% |
Convertible Bonds | 0.28% | 0.00% | 33.50% | 73.48% |
Preferred Stocks | 0.17% | 0.00% | 26.42% | 29.08% |
Other | 0.00% | -73.61% | 147.15% | 85.38% |
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
Energy | 55.45% | 0.00% | 100.00% | 27.17% |
Real Estate | 44.55% | 0.00% | 100.00% | 5.20% |
Utilities | 0.00% | 0.00% | 100.00% | 94.22% |
Technology | 0.00% | 0.00% | 28.30% | 93.35% |
Industrials | 0.00% | 0.00% | 100.00% | 93.93% |
Healthcare | 0.00% | 0.00% | 18.60% | 93.64% |
Financial Services | 0.00% | 0.00% | 100.00% | 94.22% |
Communication Services | 0.00% | 0.00% | 100.00% | 95.66% |
Consumer Defense | 0.00% | 0.00% | 99.97% | 92.49% |
Consumer Cyclical | 0.00% | 0.00% | 89.95% | 93.93% |
Basic Materials | 0.00% | 0.00% | 100.00% | 93.06% |
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
US | 0.95% | -6.18% | 99.66% | 37.48% |
Non US | 0.00% | -0.26% | 17.73% | 88.34% |
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
Corporate | 71.18% | 0.00% | 96.66% | 8.19% |
Government | 18.25% | 0.00% | 99.43% | 32.91% |
Securitized | 7.06% | 0.00% | 99.65% | 73.03% |
Cash & Equivalents | 3.51% | 0.00% | 88.00% | 43.21% |
Derivative | 0.00% | -73.61% | 147.15% | 71.76% |
Municipal | 0.00% | 0.00% | 54.26% | 90.05% |
Weighting | Return Low | Return High | XERCX % Rank | |
---|---|---|---|---|
US | 66.90% | 0.00% | 199.60% | 67.81% |
Non US | 28.23% | 0.00% | 74.14% | 12.29% |
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.19% | 0.03% | 20.67% | 48.84% |
Management Fee | 0.55% | 0.00% | 2.29% | 41.67% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.05% | 0.00% | 0.70% | 20.66% |
XERCX 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 | 1.00% | 1.50% | N/A |
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.50% | 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.
XERCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 47.00% | 0.00% | 632.00% | 18.61% |
XERCX | Category Low | Category High | XERCX % Rank | |
---|---|---|---|---|
Dividend Yield | 8.02% | 0.00% | 23.30% | 99.08% |
XERCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annually | Monthly | Monthly |
XERCX | Category Low | Category High | XERCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 6.14% | -1.55% | 11.51% | 6.64% |
XERCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually |
Date | Amount | Type |
---|---|---|
Nov 12, 2024 | $0.066 | OrdinaryDividend |
Oct 15, 2024 | $0.066 | OrdinaryDividend |
Sep 13, 2024 | $0.066 | OrdinaryDividend |
Aug 12, 2024 | $0.066 | OrdinaryDividend |
Jul 11, 2024 | $0.066 | OrdinaryDividend |
Jun 13, 2024 | $0.066 | OrdinaryDividend |
May 10, 2024 | $0.066 | OrdinaryDividend |
Apr 11, 2024 | $0.065 | OrdinaryDividend |
Mar 11, 2024 | $0.065 | OrdinaryDividend |
Feb 12, 2024 | $0.065 | OrdinaryDividend |
Jan 12, 2024 | $0.065 | OrdinaryDividend |
Dec 11, 2023 | $0.065 | OrdinaryDividend |
Nov 13, 2023 | $0.065 | OrdinaryDividend |
Oct 12, 2023 | $0.065 | OrdinaryDividend |
Sep 11, 2023 | $0.065 | OrdinaryDividend |
Aug 11, 2023 | $0.065 | OrdinaryDividend |
Jun 13, 2019 | $0.100 | OrdinaryDividend |
May 13, 2019 | $0.101 | OrdinaryDividend |
Apr 11, 2019 | $0.101 | OrdinaryDividend |
Mar 11, 2019 | $0.102 | OrdinaryDividend |
Feb 13, 2019 | $0.103 | OrdinaryDividend |
Jan 15, 2019 | $0.103 | OrdinaryDividend |
Dec 14, 2018 | $0.104 | OrdinaryDividend |
Nov 13, 2018 | $0.105 | OrdinaryDividend |
Oct 12, 2018 | $0.106 | OrdinaryDividend |
Sep 14, 2018 | $0.106 | OrdinaryDividend |
Aug 14, 2018 | $0.107 | OrdinaryDividend |
Jul 13, 2018 | $0.107 | OrdinaryDividend |
Jun 12, 2018 | $0.108 | OrdinaryDividend |
May 14, 2018 | $0.108 | OrdinaryDividend |
Apr 13, 2018 | $0.108 | OrdinaryDividend |
Mar 13, 2018 | $0.108 | OrdinaryDividend |
Feb 13, 2018 | $0.108 | OrdinaryDividend |
Jan 16, 2018 | $0.108 | OrdinaryDividend |
Dec 12, 2017 | $0.108 | OrdinaryDividend |
Nov 14, 2017 | $0.108 | OrdinaryDividend |
Oct 13, 2017 | $0.108 | OrdinaryDividend |
Sep 12, 2017 | $0.108 | OrdinaryDividend |
Aug 11, 2017 | $0.107 | OrdinaryDividend |
Jul 13, 2017 | $0.107 | OrdinaryDividend |
Jun 12, 2017 | $0.106 | OrdinaryDividend |
May 16, 2017 | $0.106 | OrdinaryDividend |
Apr 13, 2017 | $0.105 | OrdinaryDividend |
Mar 13, 2017 | $0.104 | OrdinaryDividend |
Feb 13, 2017 | $0.103 | OrdinaryDividend |
Jan 12, 2017 | $0.092 | OrdinaryDividend |
Dec 12, 2016 | $0.092 | OrdinaryDividend |
Nov 14, 2016 | $0.092 | OrdinaryDividend |
Oct 13, 2016 | $0.092 | OrdinaryDividend |
Sep 12, 2016 | $0.092 | OrdinaryDividend |
Aug 11, 2016 | $0.092 | OrdinaryDividend |
Jul 11, 2016 | $0.092 | OrdinaryDividend |
Jun 13, 2016 | $0.092 | OrdinaryDividend |
May 12, 2016 | $0.097 | OrdinaryDividend |
Apr 11, 2016 | $0.097 | OrdinaryDividend |
Mar 11, 2016 | $0.097 | OrdinaryDividend |
Feb 11, 2016 | $0.097 | OrdinaryDividend |
Jan 14, 2016 | $0.097 | OrdinaryDividend |
Dec 11, 2015 | $0.097 | OrdinaryDividend |
Nov 12, 2015 | $0.097 | OrdinaryDividend |
Oct 13, 2015 | $0.097 | OrdinaryDividend |
Sep 11, 2015 | $0.097 | OrdinaryDividend |
Aug 13, 2015 | $0.097 | OrdinaryDividend |
Jul 13, 2015 | $0.097 | OrdinaryDividend |
Jun 11, 2015 | $0.097 | OrdinaryDividend |
May 11, 2015 | $0.097 | OrdinaryDividend |
Apr 13, 2015 | $0.097 | OrdinaryDividend |
Mar 12, 2015 | $0.097 | OrdinaryDividend |
Feb 11, 2015 | $0.097 | OrdinaryDividend |
Jan 12, 2015 | $0.097 | OrdinaryDividend |
Dec 11, 2014 | $0.097 | OrdinaryDividend |
Nov 13, 2014 | $0.100 | OrdinaryDividend |
Oct 14, 2014 | $0.100 | OrdinaryDividend |
Sep 11, 2014 | $0.100 | OrdinaryDividend |
Aug 11, 2014 | $0.100 | OrdinaryDividend |
Jul 11, 2014 | $0.100 | OrdinaryDividend |
Jun 12, 2014 | $0.100 | OrdinaryDividend |
May 12, 2014 | $0.100 | OrdinaryDividend |
Apr 11, 2014 | $0.100 | OrdinaryDividend |
Mar 13, 2014 | $0.100 | OrdinaryDividend |
Feb 13, 2014 | $0.100 | OrdinaryDividend |
Jan 13, 2014 | $0.100 | OrdinaryDividend |
Dec 12, 2013 | $0.100 | OrdinaryDividend |
Nov 12, 2013 | $0.100 | OrdinaryDividend |
Oct 10, 2013 | $0.100 | OrdinaryDividend |
Sep 13, 2013 | $0.100 | OrdinaryDividend |
Aug 12, 2013 | $0.100 | OrdinaryDividend |
Jul 11, 2013 | $0.100 | OrdinaryDividend |
Jun 13, 2013 | $0.100 | OrdinaryDividend |
May 13, 2013 | $0.100 | OrdinaryDividend |
Apr 12, 2013 | $0.100 | OrdinaryDividend |
Mar 12, 2013 | $0.100 | OrdinaryDividend |
Feb 11, 2013 | $0.100 | OrdinaryDividend |
Jan 11, 2013 | $0.100 | OrdinaryDividend |
Dec 13, 2012 | $0.100 | OrdinaryDividend |
Nov 13, 2012 | $0.100 | OrdinaryDividend |
Oct 11, 2012 | $0.100 | OrdinaryDividend |
Sep 14, 2012 | $0.100 | OrdinaryDividend |
Aug 10, 2012 | $0.100 | OrdinaryDividend |
Jul 12, 2012 | $0.100 | OrdinaryDividend |
Jun 11, 2012 | $0.100 | OrdinaryDividend |
May 11, 2012 | $0.100 | OrdinaryDividend |
Apr 12, 2012 | $0.100 | OrdinaryDividend |
Mar 12, 2012 | $0.100 | OrdinaryDividend |
Feb 13, 2012 | $0.100 | OrdinaryDividend |
Jan 13, 2012 | $0.100 | OrdinaryDividend |
Dec 12, 2011 | $0.100 | OrdinaryDividend |
Nov 14, 2011 | $0.100 | OrdinaryDividend |
Oct 13, 2011 | $0.100 | OrdinaryDividend |
Sep 12, 2011 | $0.100 | OrdinaryDividend |
Aug 11, 2011 | $0.100 | OrdinaryDividend |
Jul 11, 2011 | $0.100 | OrdinaryDividend |
Jun 13, 2011 | $0.100 | OrdinaryDividend |
May 12, 2011 | $0.100 | OrdinaryDividend |
Apr 11, 2011 | $0.100 | OrdinaryDividend |
Mar 11, 2011 | $0.100 | OrdinaryDividend |
Feb 11, 2011 | $0.108 | OrdinaryDividend |
Jan 13, 2011 | $0.108 | OrdinaryDividend |
Dec 13, 2010 | $0.108 | OrdinaryDividend |
Nov 10, 2010 | $0.108 | OrdinaryDividend |
Oct 13, 2010 | $0.108 | OrdinaryDividend |
Sep 13, 2010 | $0.108 | OrdinaryDividend |
Aug 12, 2010 | $0.108 | OrdinaryDividend |
Jul 13, 2010 | $0.108 | OrdinaryDividend |
Jun 11, 2010 | $0.108 | OrdinaryDividend |
May 12, 2010 | $0.108 | OrdinaryDividend |
Apr 13, 2010 | $0.108 | OrdinaryDividend |
Mar 11, 2010 | $0.108 | OrdinaryDividend |
Feb 11, 2010 | $0.108 | OrdinaryDividend |
Jan 14, 2010 | $0.108 | OrdinaryDividend |
Dec 11, 2009 | $0.108 | OrdinaryDividend |
Nov 12, 2009 | $0.108 | OrdinaryDividend |
Oct 09, 2009 | $0.108 | OrdinaryDividend |
Sep 14, 2009 | $0.108 | OrdinaryDividend |
Aug 13, 2009 | $0.108 | OrdinaryDividend |
Jul 13, 2009 | $0.108 | OrdinaryDividend |
Jun 11, 2009 | $0.108 | OrdinaryDividend |
May 11, 2009 | $0.108 | OrdinaryDividend |
Apr 13, 2009 | $0.108 | OrdinaryDividend |
Mar 11, 2009 | $0.108 | OrdinaryDividend |
Feb 11, 2009 | $0.108 | OrdinaryDividend |
Jan 14, 2009 | $0.108 | OrdinaryDividend |
Dec 24, 2008 | $1.120 | ExtraDividend |
Dec 11, 2008 | $0.108 | OrdinaryDividend |
Nov 13, 2008 | $0.108 | OrdinaryDividend |
Oct 14, 2008 | $0.108 | OrdinaryDividend |
Sep 12, 2008 | $0.108 | OrdinaryDividend |
Aug 11, 2008 | $0.108 | OrdinaryDividend |
Jul 11, 2008 | $0.108 | OrdinaryDividend |
Jun 12, 2008 | $0.108 | OrdinaryDividend |
May 12, 2008 | $0.108 | OrdinaryDividend |
Apr 11, 2008 | $0.108 | OrdinaryDividend |
Mar 13, 2008 | $0.108 | OrdinaryDividend |
Feb 11, 2008 | $0.108 | OrdinaryDividend |
Jan 14, 2008 | $0.108 | OrdinaryDividend |
Dec 13, 2007 | $0.108 | OrdinaryDividend |
Nov 13, 2007 | $0.108 | OrdinaryDividend |
Oct 11, 2007 | $0.108 | OrdinaryDividend |
Sep 13, 2007 | $0.108 | OrdinaryDividend |
Aug 13, 2007 | $0.108 | OrdinaryDividend |
Jul 12, 2007 | $0.108 | OrdinaryDividend |
Jun 11, 2007 | $0.108 | OrdinaryDividend |
May 11, 2007 | $0.108 | OrdinaryDividend |
Apr 12, 2007 | $0.108 | OrdinaryDividend |
Mar 12, 2007 | $0.108 | OrdinaryDividend |
Feb 12, 2007 | $0.108 | OrdinaryDividend |
Jan 12, 2007 | $0.108 | OrdinaryDividend |
Dec 11, 2006 | $0.117 | OrdinaryDividend |
Nov 13, 2006 | $0.117 | OrdinaryDividend |
Oct 12, 2006 | $0.117 | OrdinaryDividend |
Sep 11, 2006 | $0.117 | OrdinaryDividend |
Aug 11, 2006 | $0.117 | OrdinaryDividend |
Jul 13, 2006 | $0.117 | OrdinaryDividend |
Jun 12, 2006 | $0.117 | OrdinaryDividend |
May 11, 2006 | $0.117 | OrdinaryDividend |
Apr 13, 2006 | $0.117 | OrdinaryDividend |
Mar 10, 2006 | $0.117 | OrdinaryDividend |
Feb 10, 2006 | $0.117 | OrdinaryDividend |
Jan 13, 2006 | $0.117 | OrdinaryDividend |
Dec 28, 2005 | $0.036 | ExtraDividend |
Dec 28, 2005 | $0.015 | CapitalGainLongTerm |
Dec 12, 2005 | $0.117 | OrdinaryDividend |
Nov 10, 2005 | $0.117 | OrdinaryDividend |
Oct 13, 2005 | $0.117 | OrdinaryDividend |
Sep 12, 2005 | $0.117 | OrdinaryDividend |
Aug 11, 2005 | $0.117 | OrdinaryDividend |
Jul 11, 2005 | $0.117 | OrdinaryDividend |
Jun 13, 2005 | $0.117 | OrdinaryDividend |
May 12, 2005 | $0.117 | OrdinaryDividend |
Apr 11, 2005 | $0.117 | OrdinaryDividend |
Mar 10, 2005 | $0.117 | OrdinaryDividend |
Feb 11, 2005 | $0.117 | OrdinaryDividend |
Jan 13, 2005 | $0.117 | OrdinaryDividend |
Dec 13, 2004 | $0.131 | OrdinaryDividend |
Nov 10, 2004 | $0.131 | OrdinaryDividend |
Oct 13, 2004 | $0.131 | OrdinaryDividend |
Sep 13, 2004 | $0.131 | OrdinaryDividend |
Aug 12, 2004 | $0.131 | OrdinaryDividend |
Jul 13, 2004 | $0.131 | OrdinaryDividend |
Jun 14, 2004 | $0.131 | OrdinaryDividend |
May 12, 2004 | $0.131 | OrdinaryDividend |
Apr 13, 2004 | $0.131 | OrdinaryDividend |
Mar 11, 2004 | $0.131 | OrdinaryDividend |
Feb 12, 2004 | $0.131 | OrdinaryDividend |
Jan 13, 2004 | $0.131 | OrdinaryDividend |
Dec 29, 2003 | $0.057 | ExtraDividend |
Dec 11, 2003 | $0.131 | OrdinaryDividend |
Nov 13, 2003 | $0.131 | OrdinaryDividend |
Oct 10, 2003 | $0.131 | OrdinaryDividend |
Sep 11, 2003 | $0.131 | OrdinaryDividend |
Aug 13, 2003 | $0.131 | OrdinaryDividend |
Start Date
Tenure
Tenure Rank
Jun 25, 2003
18.95
19.0%
Alex Perrin is a portfolio manager for the Global Fixed Income team at Allspring Global Investments. His responsibilities include developing investment strategies, macro portfolio allocation, portfolio positioning, and risk management. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Alex began his investment industry career in 1992. He earned a bachelor’s degree in mathematics and computer science from Hull University. Alex is a member of the Society of Technical Analysts and an Associate Member of the U.K. Society of Investment Professionals.
Start Date
Tenure
Tenure Rank
Jun 25, 2003
18.95
19.0%
Michael Lee is a portfolio manager and head of trading for the Global Fixed Income team at Allspring Global Investments. His responsibilities include the day-to-day management and implementation of portfolio strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM from Evergreen Investments. Prior to that, Michael worked at Northern Trust Co. He has held investment positions at JPMorganChase and National Westminster Bank. Michael began his investment industry career in 1982. He is a member of the U.K. Society of Investment Professionals.
Start Date
Tenure
Tenure Rank
Sep 05, 2008
13.74
13.7%
Christopher Kauffman is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Christopher joined WFAM from Tattersall Advisory Group, where he served in a similar role. Before that, he was an investment officer for NISA Investment Advisors, where he was responsible for MBS analysis, risk assessment, and trading. He began his investment industry career in 1997. Christopher earned a bachelor’s degree in finance and economics and a master’s degree in business administration with an emphasis in finance from Washington University in St. Louis. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Institute.
Start Date
Tenure
Tenure Rank
Jan 14, 2015
7.38
7.4%
Noah Wise is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Noah joined WFAM as a research analyst and later became a portfolio manager. Prior to joining the firm, Noah worked as a lead market maker for Interactive Brokers. Noah began his investment industry career in 2001. He earned a bachelor’s degree in finance and a master’s degree in business administration with an emphasis in securities analysis from the University of Wisconsin, Madison. Noah has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Start Date
Tenure
Tenure Rank
Oct 03, 2018
3.66
3.7%
Lauren van Biljon is a portfolio manager for the Global Fixed Income team at Allspring Global Investments. Her responsibilities include macro portfolio allocation, portfolio positioning, and risk management. Lauren joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Before WFAM, Lauren was at Evergreen Investments. Prior to that, she served as an emerging market analyst with 4Cast Ltd. Lauren began her investment industry career in 2007. She earned a bachelor’s degree in economics from the University of Cape Town and a master’s degree in economics from the University of Edinburgh. Lauren has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of the Society of Technical Analysts.
Start Date
Tenure
Tenure Rank
Aug 06, 2020
1.82
1.8%
Michael (Mike) Schueller is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He joined WFAM as a senior investment research analyst from Strong Capital Management, where he held a similar position. Mike rejoined Strong in 2000, having left the firm to start a trust department for Community Bank & Trust in Sheboygan, Wisconsin. Before that, he served as associate counsel for Strong’s legal department. Prior to this, Mike practiced law with Reinhart, Boerner, Van Deuren, Norris & Rieselbach, S.C., in Milwaukee, specializing in corporate reorganizations, mergers, and acquisitions. He began his investment industry career in 1998. Mike earned a bachelor’s degree in economics from the University of Minnesota and a law degree from the University of Wisconsin, Madison. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Start Date
Tenure
Tenure Rank
Aug 06, 2020
1.82
1.8%
Chris Lee is a senior portfolio manager for the Plus Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). He also served as head of high-yield trading for the WFAM U.S. High Yield Fixed Income team. Prior to this, he served as a managing director, co-portfolio manager, and head of trading for Silver Lake Credit. Preceding this, he was a senior analyst and portfolio manager for the U.S. High Yield team at WFAM.
Start Date
Tenure
Tenure Rank
Feb 22, 2022
0.27
0.3%
Henrietta Pacquement is a senior portfolio manager and head of the Global Fixed Income team at Allspring Global Investments. She joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Henrietta joined WFAM as a quantitative analyst before becoming portfolio manager and then head of the European investment-grade business for the Global Fixed Income team in London. She has extensive buy-side experience in portfolio and risk management. Prior to joining WFAM, Henrietta was a quantitative analyst at Barclays Global Investors, where she specialized in investment solution design for institutional clients and multi-asset-class portfolio risk/return calibration. Earlier, Henrietta spent four years in Paris working for AXA Investment Management in a similar role. She began her investment industry career in 2001. Henrietta earned a master’s degree in astrophysics from Cambridge University. She has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 28.19 | 5.71 | 3.19 |
Dividend Investing Ideas Center
Have you ever wished for the safety of bonds, but the return potential...
Dividend Investing Ideas Center
If you are reaching retirement age, there is a good chance that you...
Dividend Investing Ideas Center
If you are reaching retirement age, there is a good chance that you...