BMO Strategic Income Fund Class Y(MRGIX)

美國基金

從投資組合中新增/移除新增至觀察名單

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9.58 0.00 0%

10/12 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: BMO Funds

資產類別: 債券

晨星評級:
總資產: 52.01M

MRGIX綜觀

你可在本頁找到深入的BMO Strategic Income Fund Class Y公司檔案，包括MRGIX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Multisector Bond

總資產

52.01M

費用

0.80%

基金成立

33952

聯絡資訊

地址 BMO Funds
Boston,
United States

電話 1-800-236-3863

網絡 www.bmofunds.com

主要管理層

名稱	主旨	成立於	直至
Frank J. Reda	Portfolio Manager / Head of Trading	2017	2021
自傳	Frank is responsible for the firm’s investment policy and strategy and manages client portfolios. As head of trading, he oversees trading and broker relationship management. He joined the team in 2001. Frank holds an M.S. in finance from Florida International University and a B.S. in economics and finance from Barry University. He was awarded the Chartered Market Technician (CMT) designation in 2011.
Scott M. Kimball	Portfolio Manager	2013	2021
自傳	Scott is responsible for the firm’s investment policy and strategy and manages client portfolios. He joined BMO Global Asset Management in 2007 and served as a research analyst prior to joining the portfolio management team in 2011. Previously, Scott held positions at Merrill Lynch and other boutique investment firms. Scott holds an M.B.A. from the University of Miami and a B.A. in international business from Stetson University. He is also a CFA® charterholder.
Janelle Woodward	President	2017	2020
自傳	Janelle Woodward joined MacKay as President in 2020. She partners with the Chairman and Chief Executive Officer to oversee the firm’s autonomous investment teams, as well as partners with the Head of Global Distribution to further address growing demand for custom investment solutions. Additionally, she sits on the Senior Leadership Team and leads the firm’s Diversity and Inclusion initiatives. Prior to joining MacKay, she worked at BMO Global Asset Management, where she served as Global Head of Fixed Income. Janelle also served as President and Portfolio Manager of Taplin, Canida & Habacht, LLC (TCH), an independently regulated subsidiary of BMO focused on fixed income strategies and and was executive sponsor and advocate for diversity and inclusion initiatives within BMO and across the financial services industry. She holds an M.B.A. from Kellogg School of Management of Northwestern University, a B.S. in business systems from Taylor University and is a CFA charter holder. She has been working in the investment industry since 2001
Daniela M. Mardarovici	Portfolio Manager	2013	2019
自傳	Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies,
David M. Komberec	Vice President	2012	2014
自傳	Mr. Komberec, a Vice President and a Portfolio Manager of M&I Investment Management Corp. He joined M&I Investment Management Corp. in 2004.
Daniel P. Byrne	Vice President	2012	2013
自傳	Mr. Byrne, a Vice President and a Portfolio Manager of M&I Investment Management Corp. He joined M&I Investment Management Corp in 2010 and has co-managed the Fund since February 2012.
Jason D. Weiner	Vice President	2001	2013
自傳	Weiner serves as vice president and portfolio manager with M&I Investment Management Corp., his employer since 1993. In addition to the funds he manages, Weiner also manages the M&I Intermediate and Aggregate Fixed Income team. Weiner has earned the designation of a Chartered Financial Analyst.
Daniela M. Mardarovici	Portfolio Manager	2012	2012
自傳	Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies,
Joseph M. Cullen	Portfolio Manager	1999	2001
自傳	Cullen is a portfolio manager with M&I Investment Management, his employer since January 1999. Previously, he was a portfolio manager at Lincoln Investment Management, Inc. from 1997 to 1998. From 1994 to 1997 he was a fixed income portfolio manager at the Boston Company Asset Management, Inc. and from 1991 to 1994 he worked as portfolio analyst.
Mark D. Pittman	Vice President, Portfolio Manager	1998	1999
自傳	Pittman is currently a vice president and portfolio manager with M&I Investment Management, his employer since June 1994. Previously, he spent five years as a fixed-income portfolio manager with Valley Trust Company. Pittman holds the Chartered Financial Analyst designation.

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