JPMorgan Income Builder Fund
Name
As of 07/25/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
3.9%
1 yr return
7.6%
3 Yr Avg Return
-0.3%
5 Yr Avg Return
3.0%
Net Assets
$8.83 B
Holdings in Top 10
16.5%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.55%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 72.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 07/25/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
JNBCX - Profile
Distributions
- YTD Total Return 3.9%
- 3 Yr Annualized Total Return -0.3%
- 5 Yr Annualized Total Return 3.0%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.95%
- Dividend Yield 5.2%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameJPMorgan Income Builder Fund
-
Fund Family NameJPMorgan
-
Inception DateDec 18, 2009
-
Shares Outstanding165474995
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerMichael Schoenhaut
Fund Description
JNBCX - Performance
Return Ranking - Trailing
Period | JNBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 3.9% | 0.0% | 24.4% | 74.64% |
1 Yr | 7.6% | -1.3% | 29.6% | 63.88% |
3 Yr | -0.3%* | -16.2% | 6.7% | 77.62% |
5 Yr | 3.0%* | -2.2% | 7.8% | 82.18% |
10 Yr | 3.3%* | 0.9% | 8.5% | 72.18% |
* Annualized
Return Ranking - Calendar
Period | JNBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 3.8% | -1.0% | 27.4% | 81.58% |
2022 | -16.6% | -35.0% | -7.4% | 50.12% |
2021 | 0.5% | -11.5% | 14.6% | 67.99% |
2020 | 2.3% | -10.3% | 40.7% | 71.39% |
2019 | 10.1% | -9.5% | 22.1% | 51.08% |
Total Return Ranking - Trailing
Period | JNBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 3.9% | 0.0% | 24.4% | 74.64% |
1 Yr | 7.6% | -1.3% | 29.6% | 63.88% |
3 Yr | -0.3%* | -16.2% | 6.7% | 77.62% |
5 Yr | 3.0%* | -2.2% | 7.8% | 82.18% |
10 Yr | 3.3%* | 0.9% | 8.5% | 72.18% |
* Annualized
Total Return Ranking - Calendar
Period | JNBCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 8.7% | 2.6% | 28.2% | 77.75% |
2022 | -13.4% | -35.0% | -3.1% | 54.00% |
2021 | 8.5% | -11.5% | 32.0% | 32.26% |
2020 | 5.6% | -5.4% | 40.7% | 77.95% |
2019 | 14.2% | 4.5% | 27.7% | 62.97% |
NAV & Total Return History
JNBCX - Holdings
Concentration Analysis
JNBCX | Category Low | Category High | JNBCX % Rank | |
---|---|---|---|---|
Net Assets | 8.83 B | 244 K | 50.8 B | 5.01% |
Number of Holdings | 3099 | 2 | 3991 | 2.15% |
Net Assets in Top 10 | 1.4 B | 261 K | 9.91 B | 19.09% |
Weighting of Top 10 | 16.51% | 6.8% | 101.1% | 87.59% |
Top 10 Holdings
- JPMorgan Equity Premium Income ETF 5.22%
- JPMorgan Nasdaq Equity Premium Income ETF 4.39%
- JPMorgan Prime Money Market Fund, Class Institutional 2.03%
- JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares 1.21%
- U.S. Treasury Notes 0.99%
- Microsoft Corp. 0.70%
- Taiwan Semiconductor Manufacturing Co. Ltd. 0.66%
- JPMorgan Income ETF 0.51%
- JPMorgan Prime Money Market Fund, Class IM 0.43%
- UnitedHealth Group, Inc. 0.36%
Asset Allocation
Weighting | Return Low | Return High | JNBCX % Rank | |
---|---|---|---|---|
Bonds | 54.40% | 0.00% | 80.16% | 17.90% |
Stocks | 30.31% | 0.00% | 100.48% | 84.49% |
Cash | 3.88% | -35.68% | 21.36% | 25.54% |
Convertible Bonds | 3.31% | 0.00% | 71.77% | 10.36% |
Other | 0.89% | -0.69% | 62.24% | 15.27% |
Preferred Stocks | 0.56% | 0.00% | 21.95% | 9.79% |
Stock Sector Breakdown
Weighting | Return Low | Return High | JNBCX % Rank | |
---|---|---|---|---|
Financial Services | 14.82% | 0.00% | 83.50% | 47.57% |
Real Estate | 12.20% | 0.00% | 43.16% | 15.05% |
Healthcare | 10.09% | 0.00% | 24.25% | 88.11% |
Utilities | 9.95% | 0.00% | 48.33% | 4.37% |
Consumer Defense | 9.86% | 0.00% | 18.62% | 28.40% |
Technology | 9.22% | 0.22% | 27.92% | 85.92% |
Communication Services | 8.63% | 0.00% | 11.11% | 14.32% |
Industrials | 7.38% | 0.14% | 17.90% | 92.23% |
Energy | 6.96% | 0.00% | 62.93% | 26.46% |
Consumer Cyclical | 6.35% | 0.00% | 14.20% | 72.09% |
Basic Materials | 4.54% | 0.00% | 32.82% | 36.65% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | JNBCX % Rank | |
---|---|---|---|---|
Non US | 16.38% | 0.00% | 22.75% | 4.30% |
US | 13.94% | 0.00% | 100.48% | 86.16% |
Bond Sector Breakdown
Weighting | Return Low | Return High | JNBCX % Rank | |
---|---|---|---|---|
Corporate | 69.80% | 0.00% | 96.66% | 5.54% |
Securitized | 16.94% | 0.00% | 52.08% | 49.88% |
Cash & Equivalents | 3.88% | 0.00% | 22.48% | 22.67% |
Government | 3.65% | 0.00% | 63.33% | 91.08% |
Municipal | 0.00% | 0.00% | 99.85% | 90.84% |
Derivative | -0.79% | -0.79% | 62.23% | 100.00% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | JNBCX % Rank | |
---|---|---|---|---|
US | 53.83% | 0.00% | 80.16% | 14.80% |
Non US | 0.57% | 0.00% | 6.02% | 18.14% |
JNBCX - Expenses
Operational Fees
JNBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.55% | 0.06% | 21.26% | 17.42% |
Management Fee | 0.42% | 0.00% | 1.25% | 62.44% |
12b-1 Fee | 0.75% | 0.00% | 1.00% | 76.27% |
Administrative Fee | 0.08% | 0.01% | 0.70% | 41.90% |
Sales Fees
JNBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 5.75% | N/A |
Deferred Load | 1.00% | 1.00% | 5.00% | 66.04% |
Trading Fees
JNBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.00% | 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.
JNBCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 72.00% | 2.00% | 380.00% | 84.38% |
JNBCX - Distributions
Dividend Yield Analysis
JNBCX | Category Low | Category High | JNBCX % Rank | |
---|---|---|---|---|
Dividend Yield | 5.23% | 0.00% | 7.99% | 14.56% |
Dividend Distribution Analysis
JNBCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Quarterly | Quarterly |
Net Income Ratio Analysis
JNBCX | Category Low | Category High | JNBCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.95% | -1.22% | 6.83% | 16.71% |
Capital Gain Distribution Analysis
JNBCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Semi-Monthly | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Apr 26, 2024 | $0.042 | OrdinaryDividend |
Mar 26, 2024 | $0.047 | OrdinaryDividend |
Feb 27, 2024 | $0.039 | OrdinaryDividend |
Jan 29, 2024 | $0.031 | OrdinaryDividend |
Dec 27, 2023 | $0.041 | OrdinaryDividend |
Nov 28, 2023 | $0.036 | OrdinaryDividend |
Oct 27, 2023 | $0.025 | OrdinaryDividend |
Sep 27, 2023 | $0.037 | OrdinaryDividend |
Aug 29, 2023 | $0.031 | OrdinaryDividend |
Jul 27, 2023 | $0.029 | OrdinaryDividend |
Jun 28, 2023 | $0.041 | OrdinaryDividend |
May 26, 2023 | $0.042 | OrdinaryDividend |
Apr 26, 2023 | $0.038 | OrdinaryDividend |
Mar 29, 2023 | $0.046 | OrdinaryDividend |
Feb 24, 2023 | $0.034 | OrdinaryDividend |
Jan 27, 2023 | $0.028 | OrdinaryDividend |
Dec 28, 2022 | $0.034 | OrdinaryDividend |
Nov 28, 2022 | $0.032 | OrdinaryDividend |
Oct 27, 2022 | $0.017 | OrdinaryDividend |
Sep 28, 2022 | $0.031 | OrdinaryDividend |
Aug 29, 2022 | $0.030 | OrdinaryDividend |
Jul 27, 2022 | $0.030 | OrdinaryDividend |
Jun 28, 2022 | $0.037 | OrdinaryDividend |
May 26, 2022 | $0.035 | OrdinaryDividend |
Apr 27, 2022 | $0.034 | OrdinaryDividend |
Mar 29, 2022 | $0.034 | OrdinaryDividend |
Feb 24, 2022 | $0.026 | OrdinaryDividend |
Jan 27, 2022 | $0.024 | OrdinaryDividend |
Dec 29, 2021 | $0.063 | OrdinaryDividend |
Dec 13, 2021 | $0.496 | OrdinaryDividend |
Nov 26, 2021 | $0.025 | OrdinaryDividend |
Oct 27, 2021 | $0.024 | OrdinaryDividend |
Sep 28, 2021 | $0.033 | OrdinaryDividend |
Aug 27, 2021 | $0.029 | OrdinaryDividend |
Jul 28, 2021 | $0.028 | OrdinaryDividend |
Jun 28, 2021 | $0.037 | OrdinaryDividend |
May 26, 2021 | $0.032 | OrdinaryDividend |
Apr 28, 2021 | $0.031 | OrdinaryDividend |
Mar 29, 2021 | $0.038 | OrdinaryDividend |
Feb 24, 2021 | $0.023 | OrdinaryDividend |
Jan 27, 2021 | $0.018 | OrdinaryDividend |
Dec 29, 2020 | $0.033 | OrdinaryDividend |
Nov 25, 2020 | $0.024 | OrdinaryDividend |
Oct 28, 2020 | $0.020 | OrdinaryDividend |
Sep 28, 2020 | $0.026 | OrdinaryDividend |
Aug 27, 2020 | $0.024 | OrdinaryDividend |
Jul 29, 2020 | $0.028 | OrdinaryDividend |
Jun 26, 2020 | $0.032 | OrdinaryDividend |
May 27, 2020 | $0.027 | OrdinaryDividend |
Apr 28, 2020 | $0.024 | OrdinaryDividend |
Mar 27, 2020 | $0.038 | OrdinaryDividend |
Feb 26, 2020 | $0.025 | OrdinaryDividend |
Jan 29, 2020 | $0.017 | OrdinaryDividend |
Dec 27, 2019 | $0.044 | OrdinaryDividend |
Dec 12, 2019 | $0.015 | CapitalGainLongTerm |
Nov 26, 2019 | $0.032 | OrdinaryDividend |
Oct 29, 2019 | $0.024 | OrdinaryDividend |
Sep 26, 2019 | $0.027 | OrdinaryDividend |
Aug 28, 2019 | $0.029 | OrdinaryDividend |
Jul 29, 2019 | $0.026 | OrdinaryDividend |
Jun 26, 2019 | $0.036 | OrdinaryDividend |
May 29, 2019 | $0.036 | OrdinaryDividend |
Apr 26, 2019 | $0.033 | OrdinaryDividend |
Mar 27, 2019 | $0.037 | OrdinaryDividend |
Feb 26, 2019 | $0.025 | OrdinaryDividend |
Jan 29, 2019 | $0.021 | OrdinaryDividend |
Dec 27, 2018 | $0.040 | OrdinaryDividend |
Nov 28, 2018 | $0.026 | OrdinaryDividend |
Oct 29, 2018 | $0.030 | OrdinaryDividend |
Sep 26, 2018 | $0.023 | OrdinaryDividend |
Aug 29, 2018 | $0.032 | OrdinaryDividend |
Jul 27, 2018 | $0.025 | OrdinaryDividend |
Jun 27, 2018 | $0.040 | OrdinaryDividend |
May 29, 2018 | $0.043 | OrdinaryDividend |
Apr 26, 2018 | $0.039 | OrdinaryDividend |
Mar 27, 2018 | $0.040 | OrdinaryDividend |
Feb 26, 2018 | $0.025 | OrdinaryDividend |
Jan 29, 2018 | $0.019 | OrdinaryDividend |
Dec 27, 2017 | $0.031 | OrdinaryDividend |
Nov 28, 2017 | $0.026 | OrdinaryDividend |
Oct 27, 2017 | $0.021 | OrdinaryDividend |
Sep 27, 2017 | $0.026 | OrdinaryDividend |
Aug 29, 2017 | $0.032 | OrdinaryDividend |
Jul 27, 2017 | $0.020 | OrdinaryDividend |
Jun 28, 2017 | $0.038 | OrdinaryDividend |
May 26, 2017 | $0.035 | OrdinaryDividend |
Apr 26, 2017 | $0.034 | OrdinaryDividend |
Mar 29, 2017 | $0.036 | OrdinaryDividend |
Feb 24, 2017 | $0.029 | OrdinaryDividend |
Jan 27, 2017 | $0.022 | OrdinaryDividend |
Dec 28, 2016 | $0.035 | OrdinaryDividend |
Nov 28, 2016 | $0.033 | OrdinaryDividend |
Oct 27, 2016 | $0.027 | OrdinaryDividend |
Sep 28, 2016 | $0.027 | OrdinaryDividend |
Aug 29, 2016 | $0.032 | OrdinaryDividend |
Jul 27, 2016 | $0.029 | OrdinaryDividend |
Jun 28, 2016 | $0.035 | OrdinaryDividend |
May 26, 2016 | $0.038 | OrdinaryDividend |
Apr 27, 2016 | $0.036 | OrdinaryDividend |
Mar 29, 2016 | $0.034 | OrdinaryDividend |
Feb 25, 2016 | $0.028 | OrdinaryDividend |
Jan 27, 2016 | $0.022 | OrdinaryDividend |
Dec 29, 2015 | $0.032 | OrdinaryDividend |
Nov 25, 2015 | $0.025 | OrdinaryDividend |
Oct 28, 2015 | $0.021 | OrdinaryDividend |
Sep 28, 2015 | $0.027 | OrdinaryDividend |
Aug 27, 2015 | $0.030 | OrdinaryDividend |
Jul 29, 2015 | $0.029 | OrdinaryDividend |
Jun 26, 2015 | $0.034 | OrdinaryDividend |
May 27, 2015 | $0.042 | OrdinaryDividend |
Apr 28, 2015 | $0.043 | OrdinaryDividend |
Mar 27, 2015 | $0.027 | OrdinaryDividend |
Feb 25, 2015 | $0.024 | OrdinaryDividend |
Jan 29, 2015 | $0.008 | OrdinaryDividend |
Dec 30, 2014 | $0.068 | OrdinaryDividend |
Dec 12, 2014 | $0.019 | CapitalGainLongTerm |
Nov 28, 2014 | $0.026 | OrdinaryDividend |
Oct 31, 2014 | $0.026 | OrdinaryDividend |
Sep 30, 2014 | $0.027 | OrdinaryDividend |
Aug 29, 2014 | $0.030 | OrdinaryDividend |
Jul 31, 2014 | $0.031 | OrdinaryDividend |
Jun 30, 2014 | $0.036 | OrdinaryDividend |
May 30, 2014 | $0.068 | OrdinaryDividend |
Apr 30, 2014 | $0.043 | OrdinaryDividend |
Mar 31, 2014 | $0.036 | OrdinaryDividend |
Feb 28, 2014 | $0.024 | OrdinaryDividend |
Jan 31, 2014 | $0.018 | OrdinaryDividend |
Dec 31, 2013 | $0.059 | OrdinaryDividend |
Nov 29, 2013 | $0.027 | OrdinaryDividend |
Oct 31, 2013 | $0.027 | OrdinaryDividend |
Sep 30, 2013 | $0.029 | OrdinaryDividend |
Aug 30, 2013 | $0.035 | OrdinaryDividend |
Jul 31, 2013 | $0.031 | OrdinaryDividend |
Jun 28, 2013 | $0.039 | OrdinaryDividend |
May 31, 2013 | $0.040 | OrdinaryDividend |
Apr 30, 2013 | $0.029 | OrdinaryDividend |
Mar 28, 2013 | $0.035 | OrdinaryDividend |
Feb 28, 2013 | $0.028 | OrdinaryDividend |
Jan 31, 2013 | $0.020 | OrdinaryDividend |
Dec 31, 2012 | $0.074 | OrdinaryDividend |
Nov 30, 2012 | $0.031 | OrdinaryDividend |
Oct 31, 2012 | $0.033 | OrdinaryDividend |
Sep 28, 2012 | $0.034 | OrdinaryDividend |
Aug 31, 2012 | $0.036 | OrdinaryDividend |
Jul 31, 2012 | $0.035 | OrdinaryDividend |
Jun 29, 2012 | $0.036 | OrdinaryDividend |
May 31, 2012 | $0.046 | OrdinaryDividend |
Apr 30, 2012 | $0.034 | OrdinaryDividend |
Mar 30, 2012 | $0.045 | OrdinaryDividend |
Feb 29, 2012 | $0.037 | OrdinaryDividend |
Jan 31, 2012 | $0.022 | OrdinaryDividend |
Dec 30, 2011 | $0.044 | OrdinaryDividend |
Nov 30, 2011 | $0.034 | OrdinaryDividend |
Oct 31, 2011 | $0.030 | OrdinaryDividend |
Sep 30, 2011 | $0.038 | OrdinaryDividend |
Aug 31, 2011 | $0.043 | OrdinaryDividend |
Jul 29, 2011 | $0.028 | OrdinaryDividend |
Jun 30, 2011 | $0.036 | OrdinaryDividend |
May 31, 2011 | $0.055 | OrdinaryDividend |
Apr 29, 2011 | $0.042 | OrdinaryDividend |
Mar 31, 2011 | $0.032 | OrdinaryDividend |
Feb 28, 2011 | $0.028 | OrdinaryDividend |
Jan 31, 2011 | $0.027 | OrdinaryDividend |
Dec 31, 2010 | $0.054 | OrdinaryDividend |
Nov 30, 2010 | $0.036 | OrdinaryDividend |
Oct 29, 2010 | $0.030 | OrdinaryDividend |
Sep 30, 2010 | $0.032 | OrdinaryDividend |
Aug 31, 2010 | $0.034 | OrdinaryDividend |
Jul 30, 2010 | $0.035 | OrdinaryDividend |
Jun 30, 2010 | $0.030 | OrdinaryDividend |
May 28, 2010 | $0.042 | OrdinaryDividend |
Apr 30, 2010 | $0.032 | OrdinaryDividend |
Mar 31, 2010 | $0.054 | OrdinaryDividend |
Dec 21, 2009 | $0.152 | OrdinaryDividend |
Sep 30, 2009 | $0.107 | OrdinaryDividend |
Jun 30, 2009 | $0.125 | OrdinaryDividend |
Mar 31, 2009 | $0.086 | OrdinaryDividend |
Dec 22, 2008 | $0.055 | OrdinaryDividend |
Sep 30, 2008 | $0.116 | OrdinaryDividend |
Jun 30, 2008 | $0.140 | OrdinaryDividend |
Mar 31, 2008 | $0.121 | OrdinaryDividend |
Dec 20, 2007 | $0.130 | OrdinaryDividend |
Sep 28, 2007 | $0.143 | OrdinaryDividend |
Jun 29, 2007 | $0.032 | OrdinaryDividend |
JNBCX - Fund Manager Analysis
Managers
Michael Schoenhaut
Start Date
Tenure
Tenure Rank
May 31, 2007
15.01
15.0%
Michael Schoenhaut, managing director, is a portfolio manager on JPMAM's Multi-Asset Solutions team, based in New York. Michael is responsible for a global suite of multi-asset income strategies and is lead portfolio manager across the funds. He focuses on asset allocation, portfolio construction, manager selection and risk management. He was previously a member of the SmartRetirement port-folio management team which was awarded the 2014 Morningstar U.S. Allocation Fund Manager of the Year for their efforts. An employee since 1997, Michael has held other positions within Multi-Asset Solutions, including portfolio manager for GTAA and balanced strategies and head of quantita-tive portfolio management. Michael earned a Bachelor of Science in Operations Research and In-dustrial Engineering from Cornell University and is a CFA charterholder.
Jeffrey Geller
Start Date
Tenure
Tenure Rank
May 31, 2007
15.01
15.0%
Jeffrey Geller, CFA, managing director, is a Chief Investment Officer of Multi-Asset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining the firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the Firm's hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Management's BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School Of Business. He is a CFA charterholder and is Series 24, 7, and 63 licensed
Eric Bernbaum
Start Date
Tenure
Tenure Rank
Dec 09, 2014
7.48
7.5%
Eric Bernbaum, executive director, is a portfolio manager for J.P. Morgan Asset Management's Multi-Asset Solutions team based in New York. An employee since 2008, Eric is responsible for manager selection and portfolio construction. He focuses on portfolio management and the interpretation and implementation of tactical asset allocation strategy across multi-asset class portfolios, with a specific focus on income strategies. Eric holds a B.S. in Applied Economics and Management with a concen-tration in Business and Finance from Cornell University and is a CFA charterholder.
Gerhardt (Gary) Herbert
Start Date
Tenure
Tenure Rank
Mar 01, 2021
1.25
1.3%
Mr. Herbert has been an employee of JPMIM and the Head of GTAA and Diversified Strategies in the U.S for MAS since 2020Gary is a portfolio manager and head of global credit. Gary joined Brandywine Global in March 2010, bringing with him over 20 years of high yield experience. Previously, Gary was a Managing Director, Portfolio Manager with Guggenheim Partners, LLC (2009-2010); a Managing Director, Portfolio Manager with Dreman Value Management, LLC (2007-2009); and an Executive Director, Portfolio Manager (1999-2007) and Associate (1994-1998) with Morgan Stanley Investment Management.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.09 | 28.73 | 6.36 | 2.41 |