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Christian Bros Cuit Balanced Fund (0P00003GU8)

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Christian Bros CUIT Balanced Fund historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 124.5M
Christian Bros CUIT Balanced Fund 0.022 0.000 0.00%

0P00003GU8 Overview

 
On this page you'll find an in-depth profile of Christian Bros Cuit Balanced Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00003GU8 among other information.
Category

Allocation--50% to 70% Equity

Total Assets

124.5M

Expenses

Inception Date

Dec 01, 1983

Contact Information

Address Suite 2400
Chicago,IL 60606
United States
Phone 877-550-2247
Fax 855-634-5716

Top Executives

Name Title Since Until
Mark M. Egan Lead Portfolio Manager 2008 Now
Biography Mark M. Egan joined Scout on November 30, 2010, when it acquired Reams Asset Management Company, LLC. He oversees the entire fixed income division of Scout, and retains oversight over all investment decisions. Mr. Egan was a portfolio manager of Reams Asset Management Company, LLC (“Reams”) from April 1994 until November 2010 and was a portfolio manager of Reams Asset Management Company, Inc. from June 1990 until March 1994. Mr. Egan was a portfolio manager of National Investment Services until May 1990. He is a CFA® charterholder and a member of the CFA® Institute.
Julie Linde - 2006 Now
Biography Julie joined the RhumbLine team in July 2000. Initially she was responsible for many operational functions including trade processing, reconciliation and corporate action management. In July 2001 Julie was promoted from an account analyst to a portfolio manager. She works with Norm Meltz on managing and trading all our index products. Julie maintains daily contact with brokers and custodians insuring timely trade settlement. In addition, she works closely with Denise D’Entremont in reporting to clients and consultants.
Jonathan Longley Portfolio Manager 2002 Now
Biography Jonathan Longley is a portfolio manager for the Intermediate Diversified Bond Fund as well as teh Balanced Fund of CBIS. He currently works for Jennison Associates, established in 1969 in Waltham, MA and New York, NY. They manage $59 billion in assets, including $411 million of CBIS's assets.
Ken Oliver Portfolio Manager 1991 Now
Biography Ken Oliver is the portfolio manager for the Balanced and Value Equity Funds of CBIS. He currently works for Dodge and Cox Investment Managers. Dodge & Cox was established in 1930 in San Fransisco, California. They currently manage $120 billiion assets, of which $1.2 billion consist of CBIS assets. They have 131 employees and company owned by active employees.
Robert B. Thompson Vice President 1991 Now
Biography Robert B. Thompson, Vice President — Mr. Thompson received his B.A. degree from Stanford University in 1971 and his M.B.A. from the Stanford Graduate School of Business in 1977. Between degrees he served in the U.S. Navy. From 1977 through 1990 he worked in the fixed income department of three major securities firms. From 1990 until June of 1992 he was a principal of a small investment management firm. He joined Dodge & Cox in 1992. He is a shareholder of the firm, a Chartered Investment Counselor, and holds the CFA designation.
Ed Eck Portfolio Manager 2002 2007
Biography Ed Eck is a portfolio manager for the Balanced and Core Equities Funds owned by CBIS. He currently works for Rhumbline Advisers, established in 1990 in Boston, MA. They are a passive index manageed company, managing $7 billion in assets, including $491 million of CBIS's assets.
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