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Balanced Fund Cl 35 (0P0000VHRD)

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Balanced Fund Cl 35 historical data, for real-time data please try another search
101.868 +0.670    +0.66%
09/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 150.76K
Balanced Fund Cl 35 101.868 +0.670 +0.66%

0P0000VHRD Overview

 
On this page you'll find an in-depth profile of Balanced Fund Cl 35. Learn about the key management, total assets, investment strategy and contact information of 0P0000VHRD among other information.
Category

Allocation--70% to 85% Equity

Total Assets

150.76K

Expenses

1%

Inception Date

Jan 30, 2012

Contact Information

Address Rodney Square North, 1100 North Market
Wilmington,DE 19890-0001
United States
Phone -

Top Executives

Name Title Since Until
Matt Ward - 2018 Now
Biography Matt Ward, CFA – US Large Cap Equity Research Analyst – US Large Cap Equity research analyst, based in New York – Joined the US Large Cap team in 2005 with responsibility for the Media, Cable and Telecom Sectors – Joined Phoenix-Engemann in 2000 as a financial analyst covering Media, Cable and Telecoms. Investment career commenced in 1995 when he joined Franklin Resources in California. Responsibilities included Capital Goods, Electrical Equipment, Natural Resources and Cable/New Media – CFA charterholder BA in Economics and English, Georgetown University
Robert Ruland - 2002 Now
Biography Mr. Ruland joined Atalanta Sosnoff as a Research Analyst in April, 2002. In 2006, he was promoted to Portfolio Manager and became a member of the Investment Policy Committee. Mr. Ruland was formerly a Research Analyst at Eagle Growth Investors, LLC. Previously, he was a Research Analyst at Lehman Brothers and Banc of America Securities. Mr. Ruland earned a B.S. degree in Finance from the State University of New York at Albany in 1990 and an MBA from New York University in 1995. Mr. Ruland is a CFA charterholder. Mr. Ruland is an equity participant of the firm.
John McMullan - 2001 Now
Craig B. Steinberg Analyst 1993 Now
Biography Mr. Steinberg became President in August 1997. He served as Executive Vice President and Director of Research for Atalanta Sosnoff since 1994. Mr. Steinberg has been a Portfolio Manager since 1988. Prior to joining Atalanta Sosnoff in 1985 as an Analyst, Mr. Steinberg was a securities analyst at Prudential Equity Management. Mr. Steinberg earned a B.S.E. degree from the Wharton School of the University of Pennsylvania in 1983.
Douglas Reid - 2011 2018
Biography CFA
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