注册以创建品种、
财经事件和所关注作者内容的提醒
免费注册 已有账户？ 登录
🔥 我们的AI选股策略科技巨头，自五月以来已大涨7.1%。立即领略AI风采，抓住热门股机遇。
领取六折优惠
- 晨星评级:
- 总资产: 1.04B
Fidelity Limited Term Bond
11.18
-0.01
-0.09%
FJRLX概述
本页面提供Fidelity Limited Term Bond Fund的详细介绍，帮助您了解FJRLX的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
电话
416-307-5200
传真
1-800-387-8092
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Alexandre Karam | Research Analyst | 2024 | now |
| 背景介紹 | Alexandre Karam is a portfolio manager in the High Income division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 26 million individuals, institutions, and financial intermediaries. | ||
| Julian Potenza | Portfolio Manager | 2020 | now |
| 背景介紹 | Julian Potenza is a portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Prior to joining Fidelity in 2007, Mr. Potenza was a credit analyst at Investors Bank and Trust. He has been in the investment industry since 2003. Mr. Potenza earned his bachelor of science degree in finance and economics from the Carroll School of Management at Boston College. He is also a CFA charterholder. | ||
| David DeBiase | Portfolio Manager | 2018 | now |
| 背景介紹 | Dave DeBiase is a portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Since joining Fidelity Investments in 2006, Mr. DeBiase has worked as a trader and portfolio manager. Before joining Fidelity in 2006, he worked as a senior structured products analyst at Standish Mellon Asset Management. He has been in the investment industry since 2000. Mr. DeBiase earned his bachelor of business science degree in accounting from Bentley College and his master of business administration degree from Boston College. He is also a CFA charterholder and a board member of the Hamilton Wenham Edfund, which provides grants to promote educational excellence within the Hamilton Wenham school district. | ||
| Robert Galusza | Portfolio Manager | 2009 | now |
| 背景介紹 | Rob Galusza is a portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. Before joining Fidelity in 1987, Mr. Galusza was an international underwriter at Chubb and Son Inc. In this capacity, he performed risk analysis on international corporations. He has been in the insu rance and investments industries since 1985. Mr. Galusza earned his bachelor of science degree in finance, with concentrations in investments and marketing, from Babson College and his master of science in finance degree from Boston College’s Carroll School of Management. | ||
| David Prothro | Managing Director | 2013 | 2020 |
| 背景介紹 | David Prothro is a portfolio manager in the Fixed Income division at Fidelity Investments. In this role, Mr. Prothro co-manages Fidelity and Advisor Corporate Bond Fund, Fidelity and Advisor Limited Term Bond Fund, Fidelity Corporate Bond ETF, Fidelity Limited Term Bond ETF, and various institutional portfolios for U.S. and non-U.S. investors. Mr. Prothro earned his bachelor of science degree in economics from Wake Forest University and his master of business administration degree in finance from the University of Texas at Austin. He is also a CFA® charterholder. | ||
| Ford E. O'Neil | Portfolio Manager | 2004 | 2013 |
| 背景介紹 | Ford O’Neil, Portfolio Manager, manages retail and institutional assets. Mr. O’Neil joined Fidelity as an analyst in 1989 and has been a portfolio manager since 1992. Prior to joining Fidelity, he worked for Advest, Inc. as an associate in investment banking from 1985 to 1989. Mr. O’Neil received a Bachelor of Arts degree in government from Harvard College and a Master of Business Administration from The Wharton School at the University of Pennsylvania. | ||
| Kevin E. Grant | - | 2003 | 2004 |
| 背景介紹 | Kevin E. Grant, CFA Chief Executive Officer and President Mr. Grant is the founder of CYS Investments, Inc and has served as Chief Executive Officer, President, and chairman of the board of directors since inception in January 2006. On September 1, 2011, Mr. Grant assumed the title of Chief Investment Officer. In January 2005, Mr. Grant formed Sharpridge Capital Management, L.P. (Sharpridge), which served as a sub-advisor to our prior Manager through August 2011. Prior to forming Sharpridge, Mr. Grant was Vice President and Portfolio Manager at Fidelity Investments, where he had direct or indirect responsibility for management of a number of mutual funds’ fixed income assets, as well as separate accounts for Fidelity’s institutional clients. Over the course of his career at Fidelity, Mr. Grant’s mutual fund responsibilities included the Mortgage Securities Fund, Investment Grade Bond Fund, Total Bond Fund, the fixed income portion of Fidelity Puritan Fund and Strategic Income Fund. Prior to joining Fidelity in 1993, Mr. Grant was head of Mortgage Strategy for Morgan Stanley & Co. Incorporated. He began his investing career at Aetna Bond Investors in 1985. He earned a BA in Economics and an MBA from the University of Hartford. Mr. Grant is a Chartered Financial Analyst, a member of the CFA Institute and the Boston Security Analysts Society. | ||
| Andrew J. Dudley | Portfolio Manager | 1999 | 2003 |
| 背景介紹 | Andrew Dudley, CFA: Mr. Dudley is co-portfolio manager of the Fund and is responsible for investment activities, including investment policy, portfolio construction, risk management, and manager selection. Prior to joining the Context Capital Advisers, LLC in 2013, Mr. Dudley was the Senior Investment Director in Global Asset Allocation at Putnam Investments from 2010 to 2013, and worked as a private investor from 2008 to 2010. Mr. Dudley also served as Senior Portfolio Manager in the Taxable Bond Group at Fidelity Investments from 1996 to 2008, with responsibility for several multi-sector mutual fund and institutional fixed-income portfolios. | ||
| Kevin E. Grant | - | 1995 | 1999 |
| 背景介紹 | Kevin E. Grant, CFA Chief Executive Officer and President Mr. Grant is the founder of CYS Investments, Inc and has served as Chief Executive Officer, President, and chairman of the board of directors since inception in January 2006. On September 1, 2011, Mr. Grant assumed the title of Chief Investment Officer. In January 2005, Mr. Grant formed Sharpridge Capital Management, L.P. (Sharpridge), which served as a sub-advisor to our prior Manager through August 2011. Prior to forming Sharpridge, Mr. Grant was Vice President and Portfolio Manager at Fidelity Investments, where he had direct or indirect responsibility for management of a number of mutual funds’ fixed income assets, as well as separate accounts for Fidelity’s institutional clients. Over the course of his career at Fidelity, Mr. Grant’s mutual fund responsibilities included the Mortgage Securities Fund, Investment Grade Bond Fund, Total Bond Fund, the fixed income portion of Fidelity Puritan Fund and Strategic Income Fund. Prior to joining Fidelity in 1993, Mr. Grant was head of Mortgage Strategy for Morgan Stanley & Co. Incorporated. He began his investing career at Aetna Bond Investors in 1985. He earned a BA in Economics and an MBA from the University of Hartford. Mr. Grant is a Chartered Financial Analyst, a member of the CFA Institute and the Boston Security Analysts Society. | ||
| Michael S. Gray | vice president1 | 1987 | 1998 |
| 背景介紹 | Currently a vice president, Gray joined Fidelity Investments in 1982 as a bond analyst. He became a portfolio manager in 1984. From 1978 to 1980, he was an investment representative with Key Bank NA. Gray is a director of the Bond Analysts Society of Boston. He was born November 7, 1956 in Norwood, Massachusetts. He and his wife Tanya have three children. | ||
在评论中添加图表
确认屏蔽
确定屏蔽%USER_NAME%？
如果屏蔽，您和%USER_NAME%都无法看到相互在Investing.com上发布的信息。
%USER_NAME%已成功添加至屏蔽列表
由于您刚刚取消屏蔽此人，因此必须等待48小时才能重新屏蔽。
举报该评论
您举报该评论的原因为：
该评论已被标注
谢谢您!
您的举报将会被发送到管理员进行审核