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Payson Total Return Fund (PBFDX)

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34.38 -0.13    -0.38%
31/07 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 315.48M
Payson Total Return 34.38 -0.13 -0.38%

PBFDX Overview

 
On this page you'll find an in-depth profile of Payson Total Return Fund. Learn about the key management, total assets, investment strategy and contact information of PBFDX among other information.
Category

Large Blend

Total Assets

315.48M

Expenses

0.81%

Inception Date

33567

Contact Information

Address 1 Portland Square, 5th Floor
Portland,ME 4112
United States
Phone -

Top Executives

Name Title Since Until
Noah J. Petrucci Portfolio Manager 2024 Now
Biography Mr. Petrucci, portfolio manager, joined Lord Abbett in September 2012. Mr. Petrucci previously was a Portfolio Manager at Columbia Management Investment Advisers, LLC and Columbia Management Advisors, LLC from 2002 to 2012. His prior experience includes: Assistant Vice President at Zurich Scudder Investments. Mr. Petrucci received a BA from the University of Massachusetts. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1993.
Benjamin Michaud - 2024 Now
Jeffrey Soules Portfolio Manager 2024 Now
Peter E. Robbins Portfolio Manager 2008 Now
Biography Peter E. Robbins has been a Managing Director, Director of Research, Chief Investment Officer, and Chief Executive Officer of H.M. Payson & Co. during the past nine years. He has been a portfolio manager and/or analyst at H.M. Payson & Co. since 1990, has 27 years of investment management experience. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Robbins holds the Chartered Financial Analyst designation.
William N. Weickert Portfolio Manager 2008 2025
Biography William N. Weickert, Managing Director, Director of Portfolio Management, and Secretary of H.M. Payson & Co.. William N. Weickert has been co-portfolio manager of the Fund since 2008. Weickert is a Managing Director of the Adviser and has been the Adviser’s Director of Research since 2007. Prior to that, He was a Senior Research Analyst of the Adviser for more than 5 years. He has been a portfolio manager and/or analyst at the Adviser since 1989, has 26 years of investment management experience. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Weickert holds the Chartered Financial Analyst designation.
John C. Downing managing director, treasurer, chief compliance officer, portfolio manager, 2008 2012
Biography Downing has been the managing director and the treasurer and chief compliance officer of the Payson Total Return Fund for the past five years. He began his association with the Payson Total Return Fund in 1983, having more than 25 years experience in the investment industry. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Downing holds the Chartered Financial Analyst designation.
Peter E. Robbins Portfolio Manager 1993 2007
Biography Peter E. Robbins has been a Managing Director, Director of Research, Chief Investment Officer, and Chief Executive Officer of H.M. Payson & Co. during the past nine years. He has been a portfolio manager and/or analyst at H.M. Payson & Co. since 1990, has 27 years of investment management experience. He also manages separate investment advisory accounts for institutions, retirement plans, individuals, and trusts. Robbins holds the Chartered Financial Analyst designation.
James P. Garland Head 1991 1993
Biography Garland joined H.M. Payson and Company in 1977 as a securities analyst; he was named head of research in 1981 and currently holds both titles. Before coming to H.M. Payson, he was a database administrator at NASA Goddard Space Flight Center. He has been a CFA since 1982 and is a member of the International Security Analysts Society. Garland was born in 1947 in Portland, Maine and enjoys his family, travel, and photography.
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