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Balanced Fund Cl 45 (0P0000WZX7)

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Balanced Fund Cl 45 historical data, for real-time data please try another search

110.514 -1.920 -1.70%

16/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.76M

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0P0000WZX7 Overview

On this page you'll find an in-depth profile of Balanced Fund Cl 45. Learn about the key management, total assets, investment strategy and contact information of 0P0000WZX7 among other information.

Contact Information

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

Phone -

Web www.clearbridge.com

Top Executives

Name	Title	Since	Until
Matt Ward	-	2018	Now
Biography	Mr. Ward joined Atalanta Sosnoff as Senior Technology Analyst in September, 2018. Mr. Ward was promoted to Portfolio Manager in February 2021. Prior to joining the firm, he was Head of US Large Cap (since 2014), Co-Fund Manager (since 2014), and Equity Analyst (since 2005) for Schroder Investment Management’s US Large Cap strategy. Previously, he was an Equity Analyst at Phoenix-Engemann and Franklin Templeton. Mr. Ward earned a B.A. in Economics and English from Georgetown University in 1995. Mr. Ward is a Chartered Financial Analyst charterholder. Mr. Ward is an equity owner of the firm.
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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