Boston Trust Midcap Fund(0P0000954A)

美國基金

從投資組合中新增/移除新增至觀察名單

23.610 +0.030 +0.13%

28/06 - 關閉. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Boston Trust & Walden Funds

資產類別: 股票

晨星評級:
總資產: 238.37M

0P0000954A綜觀

你可在本頁找到深入的Boston Trust Midcap Fund公司檔案，包括0P0000954A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

Mid-Cap Blend

總資產

238.37M

費用

基金成立

2007年9月24日

聯絡資訊

地址 100 SUMMER STREET
Boston,MA 43229
United States

電話 617-814-1215

網絡 www.btim.com

主要管理層

名稱	主旨	成立於	直至
Mark B. Zagata	Portfolio Manager	2020	now
自傳	https://www.bostontrustwalden.com/people/mark-zagata-cfa/
Richard Q. Williams	Portfolio Manager	2017	now
自傳	https://www.bostontrustwalden.com/people/richard-q-williams-cfa/
Stephen J. Amyouny	Portfolio Manager	2007	now
自傳	https://www.bostontrustwalden.com/people/stephen-j-amyouny-cfa/
Belinda Cavazos	Portfolio Manager	2017	2020
自傳	Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.

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