THE HARTFORD FLOATING RATE FUND
Name
As of 04/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
2.4%
1 yr return
10.0%
3 Yr Avg Return
3.6%
5 Yr Avg Return
3.3%
Net Assets
$1.27 B
Holdings in Top 10
18.1%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.06%
SALES FEES
Front Load 3.00%
Deferred Load N/A
TRADING FEES
Turnover 99.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$2,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
HFLAX - Profile
Distributions
- YTD Total Return 2.4%
- 3 Yr Annualized Total Return 3.6%
- 5 Yr Annualized Total Return 3.3%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 3.59%
- Dividend Yield 8.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameTHE HARTFORD FLOATING RATE FUND
-
Fund Family NameHARTFORD FUNDS
-
Inception DateMay 03, 2005
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerJeffrey Heuer
Fund Description
HFLAX - Performance
Return Ranking - Trailing
Period | HFLAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 2.4% | -1.1% | 4.7% | 59.40% |
1 Yr | 10.0% | -5.2% | 24.5% | 65.79% |
3 Yr | 3.6%* | -5.6% | 7.8% | 71.94% |
5 Yr | 3.3%* | -7.1% | 37.3% | 64.44% |
10 Yr | 3.3%* | -2.0% | 19.3% | 53.33% |
* Annualized
Return Ranking - Calendar
Period | HFLAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.5% | -12.0% | 17.3% | 76.32% |
2022 | -8.1% | -22.9% | 5.1% | 61.00% |
2021 | 1.1% | -12.2% | 12.0% | 47.04% |
2020 | -2.2% | -14.1% | 289.8% | 37.19% |
2019 | 3.7% | -8.1% | 14.6% | 20.51% |
Total Return Ranking - Trailing
Period | HFLAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 2.4% | -1.1% | 4.7% | 59.40% |
1 Yr | 10.0% | -5.2% | 24.5% | 65.79% |
3 Yr | 3.6%* | -5.6% | 7.8% | 71.94% |
5 Yr | 3.3%* | -7.1% | 37.3% | 64.44% |
10 Yr | 3.3%* | -2.0% | 19.3% | 53.33% |
* Annualized
Total Return Ranking - Calendar
Period | HFLAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 11.6% | -12.0% | 30.3% | 69.92% |
2022 | -3.5% | -22.9% | 5.1% | 70.66% |
2021 | 4.4% | -10.2% | 19.4% | 61.66% |
2020 | 1.6% | -14.1% | 306.9% | 54.96% |
2019 | 8.7% | -3.6% | 23.8% | 24.36% |
NAV & Total Return History
HFLAX - Holdings
Concentration Analysis
HFLAX | Category Low | Category High | HFLAX % Rank | |
---|---|---|---|---|
Net Assets | 1.27 B | 29.9 M | 13.5 B | 33.33% |
Number of Holdings | 310 | 2 | 1605 | 54.61% |
Net Assets in Top 10 | 227 M | -191 M | 2.48 B | 28.78% |
Weighting of Top 10 | 18.14% | 5.2% | 100.8% | 31.48% |
Top 10 Holdings
- BlackRock Liquidity FedFund 4.35%
- SPDR Blackstone Senior Loan ETF 2.94%
- Acrisure LLC 2020 Term Loan B 1.65%
- UFC Holdings LLC 2021 Term Loan B 1.49%
- McAfee Corp 2022 USD Term Loan B 1.41%
- HUB International Ltd 2023 Term Loan B 1.34%
- Sedgwick Claims Management Services Inc 2023 Term Loan B 1.29%
- Peraton Corp Term Loan B 1.25%
- USI Inc/NY 2023 Term Loan B 1.23%
- 1011778 BC ULC 2023 Term Loan B5 1.19%
Asset Allocation
Weighting | Return Low | Return High | HFLAX % Rank | |
---|---|---|---|---|
Bonds | 95.48% | 0.00% | 161.82% | 41.70% |
Cash | 5.01% | -61.90% | 18.85% | 45.39% |
Stocks | 4.61% | 0.00% | 100.78% | 17.71% |
Other | 0.74% | -52.39% | 26.58% | 22.51% |
Convertible Bonds | 0.58% | 0.00% | 5.51% | 6.32% |
Preferred Stocks | 0.00% | -3.99% | 6.42% | 49.45% |
Stock Sector Breakdown
Weighting | Return Low | Return High | HFLAX % Rank | |
---|---|---|---|---|
Utilities | 0.00% | 0.00% | 100.00% | 60.00% |
Technology | 0.00% | 0.00% | 100.00% | 58.22% |
Real Estate | 0.00% | 0.00% | 48.61% | 42.22% |
Industrials | 0.00% | 0.00% | 100.00% | 63.56% |
Healthcare | 0.00% | 0.00% | 100.00% | 44.89% |
Financial Services | 0.00% | 0.00% | 89.61% | 53.78% |
Energy | 0.00% | 0.00% | 100.00% | 23.11% |
Communication Services | 0.00% | 0.00% | 100.00% | 79.11% |
Consumer Defense | 0.00% | 0.00% | 100.00% | 62.22% |
Consumer Cyclical | 0.00% | 0.00% | 97.66% | 7.56% |
Basic Materials | 0.00% | 0.00% | 1.36% | 48.89% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | HFLAX % Rank | |
---|---|---|---|---|
US | 4.61% | -0.01% | 100.78% | 17.71% |
Non US | 0.00% | 0.00% | 0.68% | 43.54% |
Bond Sector Breakdown
Weighting | Return Low | Return High | HFLAX % Rank | |
---|---|---|---|---|
Corporate | 86.88% | 0.00% | 141.23% | 67.66% |
Cash & Equivalents | 5.01% | 0.00% | 25.03% | 41.33% |
Derivative | 0.74% | -8.79% | 1.12% | 8.49% |
Government | 0.06% | 0.00% | 3.18% | 14.50% |
Securitized | 0.00% | 0.00% | 91.68% | 62.45% |
Municipal | 0.00% | 0.00% | 0.47% | 33.83% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | HFLAX % Rank | |
---|---|---|---|---|
US | 84.30% | 0.00% | 144.71% | 73.43% |
Non US | 11.17% | 0.00% | 63.23% | 19.19% |
HFLAX - Expenses
Operational Fees
HFLAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.06% | 0.03% | 12.26% | 54.95% |
Management Fee | 0.62% | 0.00% | 1.89% | 47.12% |
12b-1 Fee | 0.25% | 0.00% | 1.00% | 32.35% |
Administrative Fee | N/A | 0.02% | 0.27% | N/A |
Sales Fees
HFLAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 3.00% | 1.00% | 5.75% | 48.21% |
Deferred Load | N/A | 1.00% | 1.00% | N/A |
Trading Fees
HFLAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
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.
HFLAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 99.00% | 4.00% | 180.00% | 85.94% |
HFLAX - Distributions
Dividend Yield Analysis
HFLAX | Category Low | Category High | HFLAX % Rank | |
---|---|---|---|---|
Dividend Yield | 8.04% | 0.00% | 10.27% | 45.52% |
Dividend Distribution Analysis
HFLAX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
HFLAX | Category Low | Category High | HFLAX % Rank | |
---|---|---|---|---|
Net Income Ratio | 3.59% | 1.77% | 9.82% | 50.38% |
Capital Gain Distribution Analysis
HFLAX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Apr 01, 2024 | $0.053 | OrdinaryDividend |
Mar 01, 2024 | $0.051 | OrdinaryDividend |
Feb 01, 2024 | $0.052 | OrdinaryDividend |
Jan 02, 2024 | $0.049 | OrdinaryDividend |
Dec 28, 2023 | $0.024 | OrdinaryDividend |
Dec 01, 2023 | $0.055 | OrdinaryDividend |
Nov 01, 2023 | $0.053 | OrdinaryDividend |
Oct 02, 2023 | $0.052 | OrdinaryDividend |
Sep 01, 2023 | $0.043 | OrdinaryDividend |
Aug 01, 2023 | $0.054 | OrdinaryDividend |
Jul 03, 2023 | $0.053 | OrdinaryDividend |
Jun 01, 2023 | $0.052 | OrdinaryDividend |
May 01, 2023 | $0.051 | OrdinaryDividend |
Apr 03, 2023 | $0.050 | OrdinaryDividend |
Mar 01, 2023 | $0.045 | OrdinaryDividend |
Feb 01, 2023 | $0.045 | OrdinaryDividend |
Jan 03, 2023 | $0.048 | DailyAccrualFund |
Dec 01, 2022 | $0.042 | DailyAccrualFund |
Nov 01, 2022 | $0.041 | DailyAccrualFund |
Oct 03, 2022 | $0.036 | DailyAccrualFund |
Sep 01, 2022 | $0.034 | DailyAccrualFund |
Aug 01, 2022 | $0.031 | DailyAccrualFund |
Jul 01, 2022 | $0.027 | DailyAccrualFund |
Jun 01, 2022 | $0.025 | DailyAccrualFund |
May 02, 2022 | $0.022 | DailyAccrualFund |
Apr 01, 2022 | $0.023 | DailyAccrualFund |
Mar 01, 2022 | $0.019 | DailyAccrualFund |
Feb 01, 2022 | $0.020 | DailyAccrualFund |
Jan 03, 2022 | $0.021 | DailyAccrualFund |
Dec 30, 2021 | $0.002 | DailyAccrualFund |
Dec 01, 2021 | $0.020 | DailyAccrualFund |
Nov 01, 2021 | $0.022 | DailyAccrualFund |
Oct 01, 2021 | $0.020 | DailyAccrualFund |
Sep 01, 2021 | $0.019 | DailyAccrualFund |
Aug 02, 2021 | $0.020 | DailyAccrualFund |
Jul 01, 2021 | $0.019 | DailyAccrualFund |
Jun 01, 2021 | $0.028 | DailyAccrualFund |
May 03, 2021 | $0.019 | DailyAccrualFund |
Apr 01, 2021 | $0.019 | DailyAccrualFund |
Mar 01, 2021 | $0.018 | DailyAccrualFund |
Feb 01, 2021 | $0.025 | DailyAccrualFund |
Jan 04, 2021 | $0.023 | DailyAccrualFund |
Dec 30, 2020 | $0.001 | DailyAccrualFund |
Dec 01, 2020 | $0.021 | DailyAccrualFund |
Nov 02, 2020 | $0.022 | DailyAccrualFund |
Oct 01, 2020 | $0.022 | DailyAccrualFund |
Sep 01, 2020 | $0.023 | DailyAccrualFund |
Aug 03, 2020 | $0.023 | DailyAccrualFund |
Jul 01, 2020 | $0.021 | DailyAccrualFund |
Jun 01, 2020 | $0.023 | DailyAccrualFund |
May 01, 2020 | $0.023 | DailyAccrualFund |
Apr 01, 2020 | $0.028 | DailyAccrualFund |
Mar 02, 2020 | $0.025 | DailyAccrualFund |
Feb 03, 2020 | $0.028 | DailyAccrualFund |
Jan 02, 2020 | $0.027 | DailyAccrualFund |
Dec 02, 2019 | $0.027 | DailyAccrualFund |
Nov 01, 2019 | $0.027 | DailyAccrualFund |
Oct 01, 2019 | $0.027 | DailyAccrualFund |
Sep 03, 2019 | $0.029 | DailyAccrualFund |
Aug 01, 2019 | $0.030 | DailyAccrualFund |
Jul 01, 2019 | $0.032 | OrdinaryDividend |
Jun 03, 2019 | $0.033 | DailyAccrualFund |
May 01, 2019 | $0.032 | DailyAccrualFund |
Apr 01, 2019 | $0.032 | DailyAccrualFund |
Mar 01, 2019 | $0.030 | DailyAccrualFund |
Feb 01, 2019 | $0.034 | DailyAccrualFund |
Jan 02, 2019 | $0.035 | DailyAccrualFund |
Dec 28, 2018 | $0.089 | ExtraDividend |
Dec 03, 2018 | $0.033 | DailyAccrualFund |
Nov 01, 2018 | $0.033 | DailyAccrualFund |
Sep 04, 2018 | $0.032 | DailyAccrualFund |
Aug 01, 2018 | $0.031 | DailyAccrualFund |
Jun 01, 2018 | $0.030 | DailyAccrualFund |
Mar 01, 2018 | $0.026 | DailyAccrualFund |
Jan 02, 2018 | $0.053 | DailyAccrualFund |
Nov 01, 2017 | $0.026 | DailyAccrualFund |
Oct 02, 2017 | $0.026 | DailyAccrualFund |
Sep 01, 2017 | $0.027 | DailyAccrualFund |
Aug 01, 2017 | $0.027 | DailyAccrualFund |
Jul 03, 2017 | $0.025 | DailyAccrualFund |
Jun 01, 2017 | $0.026 | DailyAccrualFund |
May 01, 2017 | $0.025 | DailyAccrualFund |
Apr 03, 2017 | $0.025 | DailyAccrualFund |
Mar 01, 2017 | $0.023 | DailyAccrualFund |
Feb 01, 2017 | $0.026 | DailyAccrualFund |
Jan 03, 2017 | $0.033 | DailyAccrualFund |
Dec 01, 2016 | $0.025 | DailyAccrualFund |
Nov 01, 2016 | $0.027 | DailyAccrualFund |
Aug 01, 2016 | $0.029 | DailyAccrualFund |
Jul 01, 2016 | $0.028 | DailyAccrualFund |
Jun 01, 2016 | $0.029 | DailyAccrualFund |
May 02, 2016 | $0.028 | DailyAccrualFund |
Apr 01, 2016 | $0.030 | DailyAccrualFund |
Mar 01, 2016 | $0.028 | DailyAccrualFund |
Jan 04, 2016 | $0.030 | DailyAccrualFund |
Dec 01, 2015 | $0.028 | DailyAccrualFund |
Oct 01, 2015 | $0.028 | DailyAccrualFund |
Sep 01, 2015 | $0.030 | DailyAccrualFund |
Aug 03, 2015 | $0.030 | DailyAccrualFund |
Jul 01, 2015 | $0.029 | DailyAccrualFund |
Jun 01, 2015 | $0.029 | DailyAccrualFund |
May 01, 2015 | $0.029 | DailyAccrualFund |
Apr 02, 2015 | $0.030 | DailyAccrualFund |
Mar 02, 2015 | $0.027 | DailyAccrualFund |
Feb 02, 2015 | $0.032 | DailyAccrualFund |
Jan 02, 2015 | $0.039 | DailyAccrualFund |
Dec 02, 2014 | $0.029 | DailyAccrualFund |
Nov 04, 2014 | $0.029 | DailyAccrualFund |
Oct 02, 2014 | $0.029 | DailyAccrualFund |
Sep 03, 2014 | $0.029 | DailyAccrualFund |
Aug 04, 2014 | $0.028 | DailyAccrualFund |
Jul 02, 2014 | $0.026 | DailyAccrualFund |
Jun 03, 2014 | $0.028 | DailyAccrualFund |
May 02, 2014 | $0.027 | DailyAccrualFund |
Apr 02, 2014 | $0.029 | DailyAccrualFund |
Mar 04, 2014 | $0.026 | DailyAccrualFund |
Feb 04, 2014 | $0.029 | DailyAccrualFund |
Jan 03, 2014 | $0.029 | DailyAccrualFund |
Dec 03, 2013 | $0.028 | DailyAccrualFund |
Nov 04, 2013 | $0.029 | DailyAccrualFund |
Oct 02, 2013 | $0.030 | DailyAccrualFund |
Sep 04, 2013 | $0.031 | DailyAccrualFund |
Aug 02, 2013 | $0.032 | DailyAccrualFund |
Jul 02, 2013 | $0.027 | DailyAccrualFund |
Jun 04, 2013 | $0.029 | DailyAccrualFund |
May 02, 2013 | $0.024 | DailyAccrualFund |
Apr 02, 2013 | $0.031 | DailyAccrualFund |
Mar 04, 2013 | $0.031 | DailyAccrualFund |
Feb 04, 2013 | $0.034 | DailyAccrualFund |
Jan 03, 2013 | $0.035 | DailyAccrualFund |
Dec 04, 2012 | $0.032 | DailyAccrualFund |
Nov 02, 2012 | $0.036 | DailyAccrualFund |
Oct 02, 2012 | $0.034 | DailyAccrualFund |
Sep 05, 2012 | $0.035 | DailyAccrualFund |
Aug 02, 2012 | $0.035 | DailyAccrualFund |
Jul 03, 2012 | $0.035 | DailyAccrualFund |
Jun 04, 2012 | $0.037 | DailyAccrualFund |
May 02, 2012 | $0.035 | DailyAccrualFund |
Apr 03, 2012 | $0.036 | DailyAccrualFund |
Mar 02, 2012 | $0.034 | DailyAccrualFund |
Feb 02, 2012 | $0.035 | DailyAccrualFund |
Jan 04, 2012 | $0.036 | DailyAccrualFund |
Dec 02, 2011 | $0.034 | DailyAccrualFund |
Nov 03, 2011 | $0.036 | DailyAccrualFund |
Oct 05, 2011 | $0.033 | DailyAccrualFund |
Sep 02, 2011 | $0.035 | DailyAccrualFund |
Aug 02, 2011 | $0.035 | DailyAccrualFund |
Jul 05, 2011 | $0.034 | DailyAccrualFund |
Jun 02, 2011 | $0.033 | DailyAccrualFund |
May 03, 2011 | $0.033 | DailyAccrualFund |
Apr 04, 2011 | $0.036 | DailyAccrualFund |
Mar 02, 2011 | $0.033 | DailyAccrualFund |
Feb 02, 2011 | $0.037 | DailyAccrualFund |
Jan 04, 2011 | $0.039 | DailyAccrualFund |
Dec 02, 2010 | $0.037 | DailyAccrualFund |
Nov 02, 2010 | $0.036 | DailyAccrualFund |
Oct 04, 2010 | $0.038 | DailyAccrualFund |
Sep 02, 2010 | $0.040 | DailyAccrualFund |
Aug 03, 2010 | $0.038 | DailyAccrualFund |
Jul 02, 2010 | $0.038 | DailyAccrualFund |
Jun 02, 2010 | $0.039 | DailyAccrualFund |
May 04, 2010 | $0.038 | DailyAccrualFund |
Apr 02, 2010 | $0.038 | DailyAccrualFund |
Mar 02, 2010 | $0.037 | DailyAccrualFund |
Feb 02, 2010 | $0.038 | DailyAccrualFund |
Jan 05, 2010 | $0.037 | DailyAccrualFund |
Dec 02, 2009 | $0.038 | DailyAccrualFund |
Nov 03, 2009 | $0.044 | DailyAccrualFund |
Oct 02, 2009 | $0.039 | DailyAccrualFund |
Sep 02, 2009 | $0.037 | DailyAccrualFund |
Aug 04, 2009 | $0.036 | DailyAccrualFund |
Jul 02, 2009 | $0.035 | DailyAccrualFund |
Jun 02, 2009 | $0.033 | DailyAccrualFund |
May 05, 2009 | $0.033 | DailyAccrualFund |
Apr 03, 2009 | $0.030 | DailyAccrualFund |
Mar 04, 2009 | $0.023 | DailyAccrualFund |
Feb 04, 2009 | $0.032 | DailyAccrualFund |
Jan 05, 2009 | $0.046 | DailyAccrualFund |
Dec 02, 2008 | $0.047 | DailyAccrualFund |
Nov 04, 2008 | $0.045 | DailyAccrualFund |
Oct 02, 2008 | $0.037 | DailyAccrualFund |
Sep 03, 2008 | $0.037 | DailyAccrualFund |
Aug 04, 2008 | $0.038 | DailyAccrualFund |
Jul 02, 2008 | $0.040 | DailyAccrualFund |
Jun 03, 2008 | $0.040 | DailyAccrualFund |
May 02, 2008 | $0.040 | DailyAccrualFund |
Apr 02, 2008 | $0.041 | DailyAccrualFund |
Mar 04, 2008 | $0.049 | DailyAccrualFund |
Feb 06, 2008 | $0.053 | DailyAccrualFund |
Jan 04, 2008 | $0.053 | DailyAccrualFund |
Dec 04, 2007 | $0.053 | DailyAccrualFund |
Nov 02, 2007 | $0.053 | DailyAccrualFund |
Oct 02, 2007 | $0.053 | DailyAccrualFund |
Sep 04, 2007 | $0.055 | DailyAccrualFund |
Aug 03, 2007 | $0.055 | DailyAccrualFund |
Jul 05, 2007 | $0.057 | DailyAccrualFund |
Jun 05, 2007 | $0.057 | DailyAccrualFund |
May 03, 2007 | $0.055 | DailyAccrualFund |
Apr 04, 2007 | $0.057 | DailyAccrualFund |
Mar 05, 2007 | $0.052 | DailyAccrualFund |
Feb 05, 2007 | $0.057 | DailyAccrualFund |
Dec 26, 2006 | $0.056 | DailyAccrualFund |
Nov 28, 2006 | $0.057 | OrdinaryDividend |
Sep 27, 2006 | $0.054 | OrdinaryDividend |
Aug 31, 2006 | $0.055 | OrdinaryDividend |
Jul 31, 2006 | $0.054 | OrdinaryDividend |
Jun 30, 2006 | $0.053 | OrdinaryDividend |
May 31, 2006 | $0.052 | OrdinaryDividend |
Apr 28, 2006 | $0.051 | OrdinaryDividend |
Mar 31, 2006 | $0.050 | OrdinaryDividend |
Feb 28, 2006 | $0.050 | OrdinaryDividend |
Dec 27, 2005 | $0.047 | OrdinaryDividend |
Nov 29, 2005 | $0.045 | OrdinaryDividend |
Oct 31, 2005 | $0.043 | OrdinaryDividend |
Sep 30, 2005 | $0.044 | OrdinaryDividend |
Aug 31, 2005 | $0.042 | OrdinaryDividend |
Jul 29, 2005 | $0.042 | OrdinaryDividend |
Jun 30, 2005 | $0.042 | OrdinaryDividend |
HFLAX - Fund Manager Analysis
Managers
Jeffrey Heuer
Start Date
Tenure
Tenure Rank
Sep 28, 2017
4.67
4.7%
Jeffrey W. Heuer, CFA, is Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Heuer joined Wellington Management as an investment professional in 2001, and has covered high yield bonds in the retail and supermarket, gaming, lodging, tobacco, textiles, and restaurant sectors. Prior to joining Wellington Management, Mr. Heuer worked as a leveraged loan analyst at CypressTree Investment Management, where he analyzed credits in the consumer products, textiles, cyclicals, and telecommunications industries (1999 – 2001). Mr. Heuer also held several credit analysis and lending positions at the former Chase Manhattan Bank and its predecessor organizations (1989 – 1998). Mr. Heuer received his MBA, with distinction, from the University of Pennsylvania (Wharton, 1994) and his BA from Williams College (1989). Additionally, Mr. Heuer holds the Chartered Financial Analyst designation.
David Marshak
Start Date
Tenure
Tenure Rank
Sep 28, 2017
4.67
4.7%
David B. Marshak, Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager since 2017 and has been involved in securities analysis since 2012. Mr. Marshak joined Wellington Management as an investment professional in 2004.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.09 | 21.18 | 6.01 | 3.25 |