Western Asset SMASh Series C Fund
Name
As of 11/27/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
2.7%
1 yr return
8.5%
3 Yr Avg Return
5.2%
5 Yr Avg Return
4.1%
Net Assets
$734 M
Holdings in Top 10
19.0%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.03%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 12.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$0
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 11/27/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
LMLCX - Profile
Distributions
- YTD Total Return 2.7%
- 3 Yr Annualized Total Return 5.2%
- 5 Yr Annualized Total Return 4.1%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 3.04%
- Dividend Yield 6.0%
- Dividend Distribution Frequency None
Fund Details
-
Legal NameWestern Asset SMASh Series C Fund
-
Fund Family NameFRANKLIN TEMPLETON
-
Inception DateMay 21, 2012
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerRyan Brist
Fund Description
LMLCX - Performance
Return Ranking - Trailing
Period | LMLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 2.7% | -0.9% | 9.1% | 94.77% |
1 Yr | 8.5% | 2.9% | 13.4% | 53.49% |
3 Yr | 5.2%* | -7.5% | 41.3% | 2.92% |
5 Yr | 4.1%* | -6.9% | 25.6% | 5.03% |
10 Yr | 4.7%* | 0.0% | 14.4% | 5.94% |
* Annualized
Return Ranking - Calendar
Period | LMLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.3% | -5.6% | 6.3% | 0.58% |
2022 | -7.7% | -28.7% | 142.1% | 3.51% |
2021 | -2.3% | -12.3% | 4.9% | 3.57% |
2020 | -0.8% | -8.0% | 10.6% | 99.39% |
2019 | 10.3% | 4.3% | 13.4% | 40.26% |
Total Return Ranking - Trailing
Period | LMLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 2.7% | -0.9% | 9.1% | 94.77% |
1 Yr | 8.5% | 2.9% | 13.4% | 53.49% |
3 Yr | 5.2%* | -7.5% | 41.3% | 2.92% |
5 Yr | 4.1%* | -6.9% | 25.6% | 5.03% |
10 Yr | 4.7%* | 0.0% | 14.4% | 5.94% |
* Annualized
Total Return Ranking - Calendar
Period | LMLCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 12.9% | -5.6% | 12.9% | 0.58% |
2022 | -3.2% | -25.6% | 151.8% | 2.92% |
2021 | 3.7% | -5.1% | 7.5% | 1.79% |
2020 | 2.9% | -8.0% | 116.0% | 98.78% |
2019 | 15.1% | 6.7% | 17.4% | 20.78% |
NAV & Total Return History
LMLCX - Holdings
Concentration Analysis
LMLCX | Category Low | Category High | LMLCX % Rank | |
---|---|---|---|---|
Net Assets | 734 M | 17.6 M | 47.3 B | 56.40% |
Number of Holdings | 417 | 4 | 10364 | 62.79% |
Net Assets in Top 10 | 201 M | -29.6 M | 3.03 B | 45.93% |
Weighting of Top 10 | 19.04% | 1.7% | 143.7% | 18.02% |
Top 10 Holdings
- Mexico Government International Bond 3.86%
- Colombia Government International Bond 2.67%
- CDS CDX.NA.IG.42 2.25%
- ATT Inc 1.89%
- JPMorgan Chase Co 1.87%
- Morgan Stanley 1.57%
- Citigroup Inc 1.36%
- Lockheed Martin Corp 1.30%
- Wells Fargo Co 1.13%
- FirstEnergy Corp 1.12%
Asset Allocation
Weighting | Return Low | Return High | LMLCX % Rank | |
---|---|---|---|---|
Bonds | 95.47% | 0.00% | 136.47% | 55.23% |
Convertible Bonds | 3.40% | 0.00% | 78.47% | 72.67% |
Cash | 2.39% | -43.80% | 45.89% | 54.07% |
Other | 2.14% | -5.08% | 9.86% | 19.19% |
Stocks | 0.00% | 0.00% | 99.98% | 65.70% |
Preferred Stocks | 0.00% | 0.00% | 9.18% | 65.12% |
Bond Sector Breakdown
Weighting | Return Low | Return High | LMLCX % Rank | |
---|---|---|---|---|
Corporate | 68.47% | 41.80% | 99.52% | 93.60% |
Government | 18.65% | 0.00% | 25.63% | 13.37% |
Securitized | 4.25% | 0.00% | 23.18% | 16.28% |
Derivative | 2.14% | -2.44% | 2.14% | 0.58% |
Cash & Equivalents | 1.00% | 0.00% | 45.89% | 58.72% |
Municipal | 0.00% | 0.00% | 3.37% | 84.88% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | LMLCX % Rank | |
---|---|---|---|---|
US | 95.47% | 0.00% | 112.17% | 52.91% |
Non US | 0.00% | 0.00% | 47.05% | 68.60% |
LMLCX - Expenses
Operational Fees
LMLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.03% | 0.03% | 3.33% | 99.41% |
Management Fee | 0.00% | 0.00% | 1.35% | 3.49% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.02% | 0.45% | N/A |
Sales Fees
LMLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 4.75% | N/A |
Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
LMLCX 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.
LMLCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 12.00% | 0.00% | 259.00% | 4.12% |
LMLCX - Distributions
Dividend Yield Analysis
LMLCX | Category Low | Category High | LMLCX % Rank | |
---|---|---|---|---|
Dividend Yield | 6.04% | 0.00% | 6.00% | 0.58% |
Dividend Distribution Analysis
LMLCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | None | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
LMLCX | Category Low | Category High | LMLCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 3.04% | 0.38% | 5.93% | 6.47% |
Capital Gain Distribution Analysis
LMLCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Nov 15, 2024 | $0.046 | OrdinaryDividend |
Oct 15, 2024 | $0.042 | OrdinaryDividend |
Sep 17, 2024 | $0.051 | OrdinaryDividend |
Aug 15, 2024 | $0.042 | OrdinaryDividend |
Jul 16, 2024 | $0.045 | OrdinaryDividend |
Apr 16, 2024 | $0.045 | OrdinaryDividend |
Mar 15, 2024 | $0.042 | OrdinaryDividend |
Jan 17, 2024 | $0.022 | OrdinaryDividend |
Dec 15, 2023 | $0.084 | OrdinaryDividend |
Nov 15, 2023 | $0.044 | OrdinaryDividend |
Oct 17, 2023 | $0.045 | OrdinaryDividend |
Sep 15, 2023 | $0.045 | OrdinaryDividend |
Aug 15, 2023 | $0.046 | OrdinaryDividend |
Jul 14, 2023 | $0.042 | OrdinaryDividend |
Jun 15, 2023 | $0.043 | OrdinaryDividend |
May 16, 2023 | $0.045 | OrdinaryDividend |
Apr 15, 2023 | $0.044 | OrdinaryDividend |
Mar 15, 2023 | $0.041 | OrdinaryDividend |
Feb 15, 2023 | $0.047 | OrdinaryDividend |
Jan 13, 2023 | $0.017 | OrdinaryDividend |
Dec 15, 2022 | $0.062 | OrdinaryDividend |
Nov 15, 2022 | $0.044 | OrdinaryDividend |
Oct 14, 2022 | $0.039 | OrdinaryDividend |
Sep 15, 2022 | $0.035 | OrdinaryDividend |
Aug 16, 2022 | $0.036 | OrdinaryDividend |
Jul 15, 2022 | $0.034 | OrdinaryDividend |
Jun 15, 2022 | $0.035 | OrdinaryDividend |
May 17, 2022 | $0.038 | OrdinaryDividend |
Apr 14, 2022 | $0.033 | OrdinaryDividend |
Mar 15, 2022 | $0.027 | OrdinaryDividend |
Feb 15, 2022 | $0.030 | OrdinaryDividend |
Jan 14, 2022 | $0.011 | OrdinaryDividend |
Dec 15, 2021 | $0.063 | OrdinaryDividend |
Dec 15, 2021 | $0.078 | CapitalGainShortTerm |
Dec 15, 2021 | $0.145 | CapitalGainLongTerm |
Nov 16, 2021 | $0.028 | OrdinaryDividend |
Oct 15, 2021 | $0.028 | OrdinaryDividend |
Sep 15, 2021 | $0.027 | OrdinaryDividend |
Aug 17, 2021 | $0.030 | OrdinaryDividend |
Jul 15, 2021 | $0.028 | OrdinaryDividend |
Jun 15, 2021 | $0.031 | OrdinaryDividend |
May 14, 2021 | $0.027 | OrdinaryDividend |
Apr 15, 2021 | $0.031 | OrdinaryDividend |
Mar 16, 2021 | $0.025 | OrdinaryDividend |
Feb 17, 2021 | $0.031 | OrdinaryDividend |
Jan 15, 2021 | $0.011 | OrdinaryDividend |
Dec 15, 2020 | $0.053 | OrdinaryDividend |
Nov 17, 2020 | $0.029 | OrdinaryDividend |
Oct 15, 2020 | $0.027 | OrdinaryDividend |
Sep 15, 2020 | $0.029 | OrdinaryDividend |
Aug 14, 2020 | $0.027 | OrdinaryDividend |
Jul 15, 2020 | $0.027 | OrdinaryDividend |
Jun 16, 2020 | $0.027 | OrdinaryDividend |
May 15, 2020 | $0.020 | OrdinaryDividend |
Apr 15, 2020 | $0.032 | OrdinaryDividend |
Mar 17, 2020 | $0.033 | OrdinaryDividend |
Feb 14, 2020 | $0.031 | OrdinaryDividend |
Jan 15, 2020 | $0.012 | OrdinaryDividend |
Dec 17, 2019 | $0.070 | OrdinaryDividend |
Nov 15, 2019 | $0.031 | OrdinaryDividend |
Oct 16, 2019 | $0.034 | OrdinaryDividend |
Sep 13, 2019 | $0.030 | OrdinaryDividend |
Aug 15, 2019 | $0.032 | OrdinaryDividend |
Jul 16, 2019 | $0.035 | OrdinaryDividend |
Jun 14, 2019 | $0.036 | OrdinaryDividend |
May 15, 2019 | $0.032 | OrdinaryDividend |
Apr 16, 2019 | $0.035 | OrdinaryDividend |
Mar 15, 2019 | $0.030 | OrdinaryDividend |
Feb 15, 2019 | $0.032 | OrdinaryDividend |
Jan 15, 2019 | $0.015 | OrdinaryDividend |
Dec 18, 2018 | $0.043 | CapitalGainShortTerm |
Dec 18, 2018 | $0.037 | CapitalGainLongTerm |
Dec 18, 2018 | $0.073 | OrdinaryDividend |
Nov 16, 2018 | $0.035 | OrdinaryDividend |
Oct 16, 2018 | $0.035 | OrdinaryDividend |
Sep 17, 2018 | $0.033 | OrdinaryDividend |
Aug 16, 2018 | $0.037 | OrdinaryDividend |
Jul 16, 2018 | $0.033 | OrdinaryDividend |
Jun 15, 2018 | $0.055 | CapitalGainShortTerm |
Jun 15, 2018 | $0.045 | CapitalGainLongTerm |
Jun 15, 2018 | $0.035 | OrdinaryDividend |
May 16, 2018 | $0.034 | OrdinaryDividend |
Apr 17, 2018 | $0.037 | OrdinaryDividend |
Mar 16, 2018 | $0.033 | OrdinaryDividend |
Feb 16, 2018 | $0.033 | OrdinaryDividend |
Jan 17, 2018 | $0.003 | OrdinaryDividend |
Dec 15, 2017 | $0.050 | OrdinaryDividend |
Nov 16, 2017 | $0.032 | OrdinaryDividend |
Oct 17, 2017 | $0.034 | OrdinaryDividend |
Sep 15, 2017 | $0.031 | OrdinaryDividend |
Aug 16, 2017 | $0.028 | OrdinaryDividend |
Jul 18, 2017 | $0.029 | OrdinaryDividend |
Jun 16, 2017 | $0.010 | CapitalGainShortTerm |
Jun 16, 2017 | $0.027 | CapitalGainLongTerm |
Jun 16, 2017 | $0.029 | OrdinaryDividend |
May 16, 2017 | $0.027 | OrdinaryDividend |
Apr 18, 2017 | $0.032 | OrdinaryDividend |
Mar 16, 2017 | $0.027 | OrdinaryDividend |
Feb 16, 2017 | $0.028 | OrdinaryDividend |
Jan 18, 2017 | $0.016 | OrdinaryDividend |
Dec 15, 2016 | $0.050 | OrdinaryDividend |
Nov 15, 2016 | $0.031 | OrdinaryDividend |
Oct 14, 2016 | $0.028 | OrdinaryDividend |
Sep 15, 2016 | $0.027 | OrdinaryDividend |
Aug 16, 2016 | $0.029 | OrdinaryDividend |
Jul 15, 2016 | $0.027 | OrdinaryDividend |
Jun 15, 2016 | $0.026 | OrdinaryDividend |
May 17, 2016 | $0.030 | OrdinaryDividend |
Apr 15, 2016 | $0.027 | OrdinaryDividend |
Mar 15, 2016 | $0.026 | OrdinaryDividend |
Feb 17, 2016 | $0.028 | OrdinaryDividend |
Jan 15, 2016 | $0.031 | OrdinaryDividend |
Dec 15, 2015 | $0.066 | CapitalGainShortTerm |
Dec 15, 2015 | $0.092 | CapitalGainLongTerm |
Dec 15, 2015 | $0.069 | OrdinaryDividend |
Nov 13, 2015 | $0.031 | OrdinaryDividend |
Oct 15, 2015 | $0.032 | OrdinaryDividend |
Sep 15, 2015 | $0.034 | OrdinaryDividend |
Aug 14, 2015 | $0.031 | OrdinaryDividend |
Jul 15, 2015 | $0.017 | OrdinaryDividend |
Jun 16, 2015 | $0.021 | OrdinaryDividend |
May 15, 2015 | $0.030 | OrdinaryDividend |
Apr 15, 2015 | $0.034 | OrdinaryDividend |
Mar 13, 2015 | $0.027 | OrdinaryDividend |
Feb 13, 2015 | $0.028 | OrdinaryDividend |
Jan 15, 2015 | $0.013 | OrdinaryDividend |
Dec 12, 2014 | $0.059 | CapitalGainShortTerm |
Dec 12, 2014 | $0.017 | CapitalGainLongTerm |
Dec 12, 2014 | $0.053 | OrdinaryDividend |
Nov 14, 2014 | $0.027 | OrdinaryDividend |
Oct 15, 2014 | $0.027 | OrdinaryDividend |
Sep 16, 2014 | $0.037 | OrdinaryDividend |
Aug 15, 2014 | $0.036 | OrdinaryDividend |
Jul 15, 2014 | $0.038 | OrdinaryDividend |
Jun 13, 2014 | $0.036 | OrdinaryDividend |
May 15, 2014 | $0.034 | OrdinaryDividend |
Apr 15, 2014 | $0.036 | OrdinaryDividend |
Mar 14, 2014 | $0.034 | OrdinaryDividend |
Feb 14, 2014 | $0.035 | OrdinaryDividend |
Jan 15, 2014 | $0.014 | OrdinaryDividend |
Dec 11, 2013 | $0.014 | CapitalGainLongTerm |
Dec 11, 2013 | $0.061 | OrdinaryDividend |
Nov 15, 2013 | $0.036 | OrdinaryDividend |
Oct 15, 2013 | $0.032 | OrdinaryDividend |
Sep 17, 2013 | $0.033 | OrdinaryDividend |
Aug 15, 2013 | $0.030 | OrdinaryDividend |
Jul 16, 2013 | $0.031 | OrdinaryDividend |
Jun 14, 2013 | $0.022 | OrdinaryDividend |
May 15, 2013 | $0.020 | OrdinaryDividend |
Apr 16, 2013 | $0.034 | OrdinaryDividend |
Mar 15, 2013 | $0.028 | OrdinaryDividend |
Feb 15, 2013 | $0.031 | OrdinaryDividend |
Jan 15, 2013 | $0.013 | OrdinaryDividend |
Dec 13, 2012 | $0.051 | OrdinaryDividend |
Nov 15, 2012 | $0.034 | OrdinaryDividend |
Oct 16, 2012 | $0.035 | OrdinaryDividend |
Sep 13, 2012 | $0.029 | OrdinaryDividend |
Aug 16, 2012 | $0.033 | OrdinaryDividend |
Jul 17, 2012 | $0.038 | OrdinaryDividend |
Jun 14, 2012 | $0.032 | OrdinaryDividend |
May 17, 2012 | $0.035 | OrdinaryDividend |
Apr 17, 2012 | $0.037 | OrdinaryDividend |
Mar 15, 2012 | $0.033 | OrdinaryDividend |
Feb 16, 2012 | $0.039 | OrdinaryDividend |
Jan 12, 2012 | $0.011 | OrdinaryDividend |
Dec 15, 2011 | $0.064 | OrdinaryDividend |
Nov 16, 2011 | $0.044 | OrdinaryDividend |
Oct 13, 2011 | $0.034 | OrdinaryDividend |
Sep 15, 2011 | $0.037 | OrdinaryDividend |
Aug 16, 2011 | $0.040 | OrdinaryDividend |
Jul 14, 2011 | $0.035 | OrdinaryDividend |
Jun 16, 2011 | $0.038 | OrdinaryDividend |
May 17, 2011 | $0.038 | OrdinaryDividend |
Apr 14, 2011 | $0.031 | OrdinaryDividend |
Mar 16, 2011 | $0.036 | OrdinaryDividend |
Feb 16, 2011 | $0.043 | OrdinaryDividend |
Jan 13, 2011 | $0.012 | OrdinaryDividend |
Dec 15, 2010 | $0.072 | OrdinaryDividend |
Nov 16, 2010 | $0.046 | OrdinaryDividend |
Oct 14, 2010 | $0.037 | OrdinaryDividend |
Sep 15, 2010 | $0.039 | OrdinaryDividend |
Aug 17, 2010 | $0.043 | OrdinaryDividend |
Jul 15, 2010 | $0.040 | OrdinaryDividend |
Jun 15, 2010 | $0.043 | OrdinaryDividend |
May 13, 2010 | $0.040 | OrdinaryDividend |
Apr 15, 2010 | $0.043 | OrdinaryDividend |
Mar 16, 2010 | $0.041 | OrdinaryDividend |
Feb 17, 2010 | $0.051 | OrdinaryDividend |
Jan 14, 2010 | $0.020 | OrdinaryDividend |
Dec 17, 2009 | $0.102 | OrdinaryDividend |
Nov 12, 2009 | $0.040 | OrdinaryDividend |
Oct 15, 2009 | $0.039 | OrdinaryDividend |
Sep 17, 2009 | $0.048 | OrdinaryDividend |
Aug 13, 2009 | $0.038 | OrdinaryDividend |
Jul 16, 2009 | $0.039 | OrdinaryDividend |
Jun 18, 2009 | $0.052 | OrdinaryDividend |
May 14, 2009 | $0.042 | OrdinaryDividend |
Apr 16, 2009 | $0.055 | OrdinaryDividend |
Mar 12, 2009 | $0.042 | OrdinaryDividend |
Feb 12, 2009 | $0.022 | OrdinaryDividend |
Jan 15, 2009 | $0.015 | OrdinaryDividend |
Dec 16, 2008 | $0.091 | OrdinaryDividend |
Nov 18, 2008 | $0.054 | OrdinaryDividend |
Oct 15, 2008 | $0.041 | OrdinaryDividend |
Sep 16, 2008 | $0.054 | OrdinaryDividend |
Aug 14, 2008 | $0.048 | OrdinaryDividend |
Jul 16, 2008 | $0.048 | OrdinaryDividend |
Jun 17, 2008 | $0.054 | OrdinaryDividend |
May 15, 2008 | $0.047 | OrdinaryDividend |
Apr 15, 2008 | $0.046 | OrdinaryDividend |
Mar 18, 2008 | $0.048 | OrdinaryDividend |
Feb 14, 2008 | $0.045 | OrdinaryDividend |
Jan 16, 2008 | $0.011 | OrdinaryDividend |
Dec 18, 2007 | $0.079 | OrdinaryDividend |
Dec 13, 2007 | $0.001 | CapitalGainShortTerm |
Nov 15, 2007 | $0.041 | OrdinaryDividend |
Oct 16, 2007 | $0.043 | OrdinaryDividend |
Sep 18, 2007 | $0.047 | OrdinaryDividend |
Aug 15, 2007 | $0.033 | OrdinaryDividend |
Jul 17, 2007 | $0.007 | OrdinaryDividend |
Jun 14, 2007 | $0.050 | OrdinaryDividend |
May 15, 2007 | $0.025 | OrdinaryDividend |
Apr 30, 2007 | $0.052 | OrdinaryDividend |
LMLCX - Fund Manager Analysis
Managers
Ryan Brist
Start Date
Tenure
Tenure Rank
Jun 30, 2010
11.93
11.9%
– Western Asset Management Company, LLC – Head of Global Investment Grade Credit/Portfolio Manager, 2009- – Logan Circle Partners, L.P. – Chief Investment Officer, Portfolio Manager, 2007-2009 – Delaware Investment Advisors – Co-Chief Investment Officer, Sr. Portfolio Manager, 2000-2007 – Conseco Capital Management – Vice President, Corporate Bond Trading, 1995-2000 – Dean Witter Reynolds – Analyst, Corporate Finance, Retail Products Group, 1993-1995 – Indiana University, B.S. Finance – Chartered Financial Analyst
Michael Buchanan
Start Date
Tenure
Tenure Rank
Sep 01, 2012
9.75
9.8%
– Western Asset Management Company, LLC – Deputy Chief Investment Officer, 2005– – Credit Suisse Asset Management – Managing Director, Head of U.S. Credit Products, 2003–2005 – Janus Capital Management – Executive Vice President, Portfolio Manager, 2003 – BlackRock Financial Management – Managing Director, Portfolio Manager, 1998–2003 – Conseco Capital Management – Vice President, Portfolio Manager, 1990–1998 – Brown University, B.A. – Chartered Financial Analyst
S. Leech
Start Date
Tenure
Tenure Rank
Mar 31, 2014
8.17
8.2%
– Western Asset Management Company, LLC – Chief Investment Officer, 1990– – Greenwich Capital Markets – Portfolio Manager, 1988–1990 – The First Boston Corporation – Fixed Income Manager, 1980–1988 – National Bank of Detroit – Portfolio Manager, 1977–1980 – The Wharton School, University of Pennsylvania, M.B.A., B.S., B.A., summa cum laude, 1972–1976
Julien Scholnick
Start Date
Tenure
Tenure Rank
Mar 01, 2017
5.25
5.3%
– Western Asset Management Company, LLC – Portfolio Manager, 2003- – Salomon Smith Barney – Associate, Private Client Group, 2000-2001 – Digital Coast Partners – Senior Analyst, 1999-2000 – Arthur Andersen, LLP – Senior Analyst, 1997-1999 – Cornell University, M.B.A. – University of California, Los Angeles, B.A., magna cum laude – Chartered Financial Analyst
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.33 | 24.76 | 6.84 | 2.41 |