Penn Series Funds, INC. Balanced Fund(0P0000AB3D)

美國基金

從投資組合中新增/移除新增至觀察名單

33.880 -0.010 -0.03%

26/06 - 延遲資料. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

資產類別: 股票

晨星評級:
總資產: 79.85M

0P0000AB3D綜觀

你可在本頁找到深入的Penn Series Funds, INC. Balanced Fund公司檔案，包括0P0000AB3D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

Allocation--50% to 70% Equity

總資產

79.85M

費用

0.21%

基金成立

2008年8月25日

聯絡資訊

地址 660 Dresher Road
Horsham,PA 19044
United States

電話 -

網絡 www.pennmutual.com

主要管理層

名稱	主旨	成立於	直至
Hong Mu	-	2023	now
Zhiwei Ren	Managing Director	2016	now
自傳	Mr. Zhiwei Ren serves as Managing Director and Portfolio Manager at Penn Mutual Asset Management. Prior to joining Penn Mutual, where his previous experience includes quantitative research and derivative hedging, he worked in various investment roles at Genworth Financial, including the director of quantitative research. He also held the position of investment managing consultant at Aflac. He graduated from Wuhan University with a Bachelor of Science degree in Computational Mathematics. He also earned a Master of Science degree in Applied Mathematics from Florida State University and a Master of Science degree in Financial Mathematics from Worcester Polytechnic Institute. He has been a Chartered Financial Analyst (CFA) Charterholder since 2009.
Mark Heppenstall	CIO (Chief Investment Officer)	2016	2023
自傳	Mr. Heppenstall joined Penn Mutual Asset Management, LLC in January 2015 and is responsible for all investment management functions. Prior to joining the firm, Mr. Heppenstall served as Managing Director and Portfolio Manager of Penn Mutual from June 2014 to December 2014. Prior to that, he worked for 16 years as Managing Director of Fixed-income at Pennsylvania Public School Employees’ Retirement System. Mr. Heppenstall graduated in 1984 from Vanderbilt University with a Bachelor of Arts degree in U.S. History. He also earned a Master of Science degree in Industrial Administration from the Tepper School of Business at Carnegie Mellon University in 1987.
Jennifer Moroney	Portfolio Manager	2014	2016
自傳	Jennifer Moroney, Portfolio Manager of ICMI, is co-manager for the Balanced, Aggressive Allocation, Moderately Aggressive Allocation, Moderate Allocation, Moderately Conservative Allocation and Conservative Allocation Funds. Ms. Moroney, with over 12 years of investment experience, also serves as Investment Product Fund Analyst for Penn Mutual where she has worked since 2007.
Keith G. Huckerby	Co-Portfolio Manager	2008	2016
自傳	Keith G. Huckerby, President and Chief Marketing Officer of PMAM, is co-portfolio manager for the Balanced, Aggressive Allocation, Moderately Aggressive Allocation, Moderate Allocation, Moderately Conservative Allocation and Conservative Allocation Funds. Mr. Huckerby, with over 20 years in the investment management industry, has also served as Assistant Vice President of Penn Mutual Life Insurance Company where he had worked since 1994.
Peter M. Sherman	President, Portfolio Manager	2008	2014
自傳	Sherman is president and portfolio manager of Independence Capital Management, Inc. He has served as portfolio manager of the Money Market and Quality Bond Funds since November 1992. Sherman is executive vice president and chief investment officer of Penn Mutual. Prior to May 1996, he was vice president, Fixed Income Portfolio Management of Penn Mutual. Sherman is a member of the Financial Analysts Federation. Sherman holds the Chartered Financial Analyst designation.
Willarn N. Woolbert	Vice President, Portfolio Manager	2008	2010
自傳	Woolbert is vice president and portfolio manager with Independence Capital Management, his employer since 1998. Prior to joining the firm, he was a vice president of PNC Bank from 1990 to 1998, where he had the responsibility for managing equity investments.

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