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1919 Maryland Tax-free Income Fund Class A (LMMDX)

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1919 Maryland Tax-Free Income A historical data, for real-time data please try another search

14.88 0.00 0%

07/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 7.52M

Type: Fund

Market: United States

Asset Class: Equity

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LMMDX Overview

On this page you'll find an in-depth profile of 1919 Maryland Tax-free Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of LMMDX among other information.

Investment Strategy

The investment seeks a high level of current income exempt from federal and Maryland state and local income taxes, consistent with prudent investment risk and preservation of capital. The fund will normally invest at least 80% of its net assets in municipal obligations, the interest of which is exempt from Maryland state and local taxes and is not considered an item of tax preference for the purpose of the federal alternative minimum tax. The fund is non-diversified.

Contact Information

Address P.O. Box 701
Milwaukee,WI 53201-0701
United States

Phone -

Web www.1919Funds.com

Top Executives

Name	Title	Since	Until
Lauren K. Webb	Portfolio Manager	2020	Now
Biography	Ms. Webb, CFA, is a portfolio manager of the Maryland Fund. Ms. Krieger joined 1919ic in 2012. Ms. Krieger supports both municipal and corporate fixed income strategies.
R. Scott Pierce	Managing Director	2007	Now
Biography	R. Scott Pierce, CFA, has been the portfolio manager since April 2007. He currently serves as a Managing Director at 1919 Investment Counsel and the Head of Fixed Income. From August 2001 to March 2007, Mr. Pierce was co-manager of the Fund. Prior to joining Legg Mason Investment Counsel, a predecessor firm of 1919 Investment Counsel, Mr. Pierce worked at T. Rowe Price Associates. Scott received his B.A. from Washington & Lee University and is a CFA charterholder. He is a member of the CFA Institute, CFA Society of Baltimore and the Municipal Bond Club of Baltimore.
Jane E. Trust	vice president and Portfolio Manager	1998	2007
Biography	Trust is vice president and portfolio manager with Legg Mason Capital Management, her employer since 1987. Prior to joining the firm, she was a management consultant 1984 to 1986. She holds the Chartered Financial Analyst designation. And she is a member of the Association for Investment Management & Research (AIMR), the Baltimore Security Analysts Society, and the Municipal Bond Club of Baltimore.
Victoria M. Schwatka	Senior Vice President	1991	1997
Biography	Schwatka is a senior vice president with Legg Mason Capital Management, her employer since 1986. Previously, she spent five years as a vice president with ASB Capital Management, and three years as a senior fixed-income portfolio manager with the Florida State Board of Administration. She was also an account officer with Citibank for a year and a portfolio manager with Lazard Freres & Company for six years. She has over 27 years of investment experience.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	1919 Maryland Tax.	14.88	0.00	0%