Berita Tergempar
Dapatkan 50% Potongan 0
Buka Data Premium: Sehingga 50% Potongan InvestingPro TUNTUT JUALAN
Tutup

Sei Tax Exempt Trust California Municipal Bond Fund Class F (SBDAX)

Buat Makluman
Baru!
Buat Makluman
Laman web
  • Sebagai pemberitahuan makluman
  • Untuk menggunakan ciri ini, pastikan anda mendaftar masuk ke akaun anda
Aplikasi Mudah Alih
  • Untuk menggunakan ciri ini, pastikan anda mendaftar masuk ke akaun anda
  • Pastikan anda mendaftar masuk dengan profil pengguna yang sama

Keadaan

Frekuensi

Sekali
%

Frekuensi

Frekuensi

Kaedah Penyampaian

Status

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio
Tambah ke Senarai Lihat
Tambah Kedudukan

Kedudukan berjaya ditambah ke:

Sila namakan portfolio pegangan anda
 
10.07 0.00    0%
28/06 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )
Jenis:  Dana
Pasaran:  Amerika Syarikat
Penerbit:  SEI
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 215.3M
SEI California Municipal Bond F (STET) 10.07 0.00 0%

Tinjauan SBDAX

 
Di laman ini anda akan mendapat profil terperinci Sei Tax Exempt Trust California Municipal Bond Fund Class F. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi SBDAX antara maklumat lain.
Kategori

Muni California Intermediate

Jumlah Aset

215.3M

Perbelanjaan

0.60%

Tarikh Permulaan

36026

Maklumat Untuk Dihubungi

Alamat 1 Freedom Valley Drive
Oaks,PA 19456
United States
Telefon +1 8003425734

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Anthony Karaminas Head 2023 now
Biografi Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute.
Daniel Falkowski - 2022 now
Biografi Mr. Falkowski serves as an Assistant Portfolio Manager for the Funds. His duties include managing due diligence and selection. Mr. Falkowski has over 14 years of investment experience. Prior to joining SEI in 2016, Mr. Falkowski was a Senior Investment Officer at the City of Philadelphia Board of Pensions and Retirement. Mr. Falkowski received both his B.S. and M.S. in Finance from Villanova University.
Jeffrey Burger Senior Portfolio Manager 2013 now
Biografi Mr. Burger is a Senior Portfolio Manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond strategies for institutional, high net worth and mutual fund clients. Previously, Mr. Burger served as a senior analyst for the firm, specializing in land-secured and special tax bonds. Prior to joining the firm in 2009, he worked at Columbia Management as a portfolio manager and senior research analyst and at Fitch Ratings as a senior-level analyst. Mr. Burger is a former chairman and member of the executive committee and board of governors for the National Federation of Municipal Analysts. He is also a former president of the Boston Municipal Analysts Forum. Mr. Burger has been in the investment industry since 1998. He earned an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA degree, cum laude, in policy studies and public relations from Syracuse University.
Thomas C. Casey Portfolio Manager 2013 now
Biografi Thomas C. Casey Director, Senior Portfolio Manager Tom is a senior portfolio manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, insurance and high net worth clients. Previously, Tom worked as a trader and a portfolio analyst on the US Municipal team. Prior to joining the firm in 1993, Tom worked as an analyst at State Street Bank & Trust Company. Tom has been in the investment industry since 1988. Tom earned an MBA and a BA from Boston College.
Richard A. Bamford Portfolio Manager 1999 now
Biografi Richard A. Bamford serves as a Portfolio Manager for the Fixed Income Team within SIMC's Investment Management Unit. Mr. Bamford is responsible for investment grade debt and municipal bond portfolios. Mr. Bamford's duties include manager analysis and selection, strategy development and enhancement as well as investment research. Mr. Bamford has over 20 years of investment experience in investment management. Prior to joining SEI in 1999, Mr. Bamford worked as a Municipal Credit Analyst for Vanguard. Mr. Bamford received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and an M.B.A. with a concentration in Finance from St. Joseph's University.
Erin K. Garrett Portfolio Manager 2014 2020
Biografi Erin Garrett is a portfolio manager in the T. Rowe Price ActivePlus Portfolios Program, Target Allocation Active Series and an associate portfolio manager for the Target Allocation strategies. Erin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Erin’s investment experience began in 2007, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Erin was employed by SEI as a portfolio manager, overseeing $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. She was responsible for the selection of fund subadvisors and the allocations among these managers to optimize diversification of style, alpha source, and risk. She was shortlisted for best manager in the “Bonds” category for the 2019 Women in Asset Management Awards. Erin earned a B.S. in business administration/finance and an M.B.A., with concentrations in strategic management and international business, from Villanova University.
Dawn Daggy-Mangerson Vice President 2006 2013
Biografi Ms. Mangerson is Vice President and Senior Portfolio Manager in the Municipal Client Group. She has twenty-four years of investment industry experience. Ms. Mangerson is responsible for executing tax-exempt and taxable investment strategies for the Company’s client portfolios. In this capacity, her focus is on private client, institutional and sub-advised mutual fund portfolio management. Prior to joining the Company in June of 2006, Ms. Mangerson served as Managing Director and Fixed Income Portfolio Manager at ABN AMRO/Chicago Capital Management, where she was responsible for actively managing both taxable and tax-exempt bond portfolios for institutional, mutual fund and private clients. Prior to her service at ABN AMRO, Ms. Mangerson was a Portfolio Manager for INVESCO. Previously, Ms. Mangerson held portfolio management positions at both NationsBank and Stein Roe & Farnham. She received a B.S. degree in Finance from DePaul University.
James S. Grabovac Vice President 2002 2013
Biografi Mr. Grabovac is Vice President and Investment Strategist. He has thirty-seven years of investment industry experience. Mr. Grabovac is charged with executing tax-exempt and crossover investment strategies for the Company's client portfolios. Specifically, his responsibilities focus on institutional client portfolios and sub-advised mutual fund portfolio management. From 1998 to 2002, Mr. Grabovac was an independent futures trader, and from 1995 to 1998 he managed tax-exempt mutual funds at INVESCO Funds Group in Denver. Prior to that, Mr. Grabovac was employed by Stein Roe and Farnham in Chicago where he managed a high yield municipal bond fund. In addition to managing mutual funds, he has also worked extensively with insurance company clients. Mr. Grabovac received his B.A. degree in Economics from Lawrence University and his M.B.A. in Finance from the University of Michigan. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.
Steve Wlodarski Vice President 2001 2013
Biografi Mr. Wlodarski is Managing Director and Deputy Chief Investment Officer. He has thirty-six years of investment industry experience. Mr. Wlodarski supervises the development and implementation of investment strategies for the Company’s client portfolios. His specialty focus includes private client portfolios, tax efficient, income oriented strategies and ESG mandates. Through early 2015, Mr. Wlodarski served as Managing Director and Co-Head of Fixed Income Portfolio Management for the Company. From 1994 to 2001, Mr. Wlodarski held the position of Vice President and Senior Municipal Portfolio Manager of Van Kampen Management Inc. Prior to that, he amassed extensive experience in the municipal market which began with a trading position at First Chicago Corporation followed by one as manager of high net worth client portfolios at Continental Bank. Mr. Wlodarski earned his B.A. in Economics from Lewis University and his M.B.A. in Finance from DePaul University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.
Daniel T. Vande Velde Portfolio Manager 2007 2007
Biografi Mr. Vande Velde is a portfolio manager of the municipal bond capabilities. Mr. Vande Velde joined Lord Abbett in 2007, and was named Partner in 2012. His prior experience includes Portfolio Manager at McDonnell Investment Management and Municipal Surveillance Analyst at Van Kampen Investments. Mr. Vande Velde received a BBA from Loyola University and an MBA from DePaul University. He has been in the investment business since 1990.
Garis Panduan Komen

 

Kami menggalakkan anda agar menggunakan komen untuk berhubung dengan pengguna, berkongsi pandangan dan bertanya soalan tentang penulis dan satu sama lain. Bagaimanapun, bagi mengekalkan perbincangan terbaik yang kita jangka dan hargai, sila ambil perhatian akan kriteria berikut: 

  • Memperkayakan perbincangan.
  • Kekal fokus dan pada topik. Hanya nyatakan perkara yang relevan kepada topik yang dibincangkan.
  • Hormati yang lain. Pandangan negatif sekalipun boleh diutarakan dengan positif dan secara diplomatik.
  • Guna cara tulisan standard. Sertakan tanda dan huruf besar dan kecil.
  • NOTA: Mesej dan pautan spam dan/atau promosi dalam komen akan dikeluarkan.
  • Elakkan perkataan kotor, fitnah atau ancaman peribadi yang ditujukan kepada penulis atau pengguna lain.
  • Hanya komen Bahasa Melayu dibenarkan.
  • Jangan Memonopoli Perbualan. Kami hargai kesungguhan dan keyakinan, tetapi kami juga percaya dalam memberikan setiap orang peluang mengutarakan pandangan. Oleh itu, di samping interaksi beradab, kami berharap pemberi komen memberikan pandangan mereka dengan ringkas dan berhemah, tapi tidak terlalu kerap mengulanginya sehinggakan orang lain berasa tersinggung. Jika kami menerima aduan tentang individu yang memonopoli forum, kami berhak untuk menghalang mereka daripada laman ini, tanpa pampasan.

Pelaku spam atau penyalahgunaan akan dipadamkan daripada laman dan dilarang daripada pendaftaran akan datang pada budi bicara Investing.com.

Komen SBDAX

Tulis pendapat anda tentang Sei Tax Exempt Trust California Municipal Bond Fund Class F
 
Adakah anda pasti anda mahu padamkan carta ini?
 
Hantar
Hantarkan juga ke :
 
Gantikan carta yang disertakan dengan carta baru?
1000
Keupayaan anda untuk komen kini digantung kerana laporan negatif pengguna. Status anda akan disemak oleh moderator kami.
Sila tunggu seminit sebelum anda cuba untuk komen lagi.
Terima kasih atas komen anda. Sila ambil perhatian bahawa semua komen menanti sehingga diluluskan oleh moderator kami. Oleh itu ia mungkin mengambil masa sebelum ia terpapar di laman web kami.
 
Adakah anda pasti anda mahu padamkan carta ini?
 
Hantar
 
Gantikan carta yang disertakan dengan carta baru?
1000
Keupayaan anda untuk komen kini digantung kerana laporan negatif pengguna. Status anda akan disemak oleh moderator kami.
Sila tunggu seminit sebelum anda cuba untuk komen lagi.
Tambah Carta kepada Komen
Sahkan Halangan

Adakah anda pasti anda mahu halang %USER_NAME%?

Dengan berbuat demikian, anda dan %USER_NAME% tidak akan dapat melihat post satu sama lain.

%USER_NAME% telah berjaya ditambah ke Senarai Halangan anda

Oleh kerana anda baru sahaja berhenti halang orang ini, anda perlu menunggu 48 jam sebelum memperbaharui halangan itu.

Laporkan komen ini

Saya berpendapat komen ini:

Komen ditandakan

Thank You!

Laporan anda telah dihantar kepada moderator untuk semakan
Daftar dengan Google
atau
Daftar dengan E-mel