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Delaware Tax-free New York Ii Fund Class A (FNYFX)
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04/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 121.81M
First Investors Tax Exempt NY A
14.57
+0.01
+0.07%
- Overview
- Profile
- Historical Data
- Holdings
FNYFX Overview
On this page you'll find an in-depth profile of Delaware Tax-free New York Ii Fund Class A. Learn about the key management, total assets, investment strategy and contact information of FNYFX among other information.
Investment Strategy
The investment seeks a high level of interest income that is exempt from both federal and state income tax for individual residents of the state of New York. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal securities the income from which is exempt from federal income tax, including the federal alternative minimum tax, and from New York state personal income taxes. This is a fundamental investment policy that may not be changed without prior shareholder approval (80% policy).
Contact Information
Address
Delaware Funds by Macquarie
Philadelphia,
United States
Philadelphia,
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stephen J. Czepiel | Senior Vice President | 2019 | Now |
| Biography | Stephen J. Czepiel Senior Vice President, Head of Municipal Bonds Portfolio Management, Senior Portfolio Manager Stephen J. Czepiel leads the portfolio management of the firm’s municipal bonds strategies, a role he assumed in February 2019. He is a co-portfolio manager of the firm’s municipal bond funds and client accounts, a role he has held since August 2007. He joined Macquarie Investment Management (MIM) in July 2004 as a senior bond trader. Previously, he was vice president at both Mesirow Financial and Loop Capital Markets. He began his career in the securities industry in 1982 as a municipal bond trader at Kidder Peabody and now has more than 20 years of experience in the municipal securities industry. Czepiel earned his bachelor’s degree in finance and economics from Duquesne University. | ||
| Gregory A. Gizzi | co‑portfolio manager | 2019 | Now |
| Biography | Gregory A. Gizzi Senior Vice President, Head of Municipal Bonds, Senior Portfolio Manager Gregory A. Gizzi is head of municipal bonds in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for the taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm’s municipal bond funds and several client accounts, a role he held since November 2011. Before joining Macquarie Investment Management (MIM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm’s tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor’s degree in economics from Harvard University. | ||
| Jake van Roden | Senior Vice President | 2019 | Now |
| Biography | Delaware Management Company Senior Vice President, Head of Municipal Trading, Portfolio Manager Jake van Roden is head of Macquarie’s municipal trading team. He is also a portfolio manager for the firm’s nine open-end state-specific municipal bond funds, as well as for several municipal bond client accounts, a role he assumed in December 2017. In February 2019, his portfolio management role expanded to include the closed-end municipal bond funds and the three national municipal open-end funds.He joined the municipal department in July 2004 as a generalist and became head of municipal trading in December 2012. Before that, van Roden interned at Macquarie Investment Management (MIM), which includes the former Delaware Investments, in the client services department. He received a bachelor’s degree in American studies with a minor in government from Franklin & Marshall College. | ||
| Joseph Gulli | Partner | 2018 | 2019 |
| Biography | Joseph Gulli, 55, joined Green Square Boston in October 2016 as a partner and head of credit research, ensuring that the management team for the funds and the separately managed accounts remains intact. Prior to this recent move, Joe had joined Oppenheimer Asset Management in November 2014 and has worked in asset management since 1992. Throughout his career, Joe has concentrated primarily on high yield and investment grade tax exempts, including analysis and restructurings. Joe brings expertise in both high yield and investment grade tax exempts, as well distressed credits and restructurings. Joe is responsible for a wide range of sector and credit analysis, continuing surveillance of credits, and buy and sell recommendations. Prior to starting at OAM, Joe was at Lord Abbett & Co. for seven years, most recently as Partner and Director of Municipal Bond Research at Management. Prior to Lord Abbett, Joe worked for SMC Fixed Income Management for one year after working as a tax-exempt analyst for 14 years at Merrill Lynch Investment Managers. Joe earned his Bachelor’s degree at Rider University in accounting and finance. | ||
| Timothy Pynchon | Portfolio Manager | 2018 | 2019 |
| Biography | Timothy Pynchon, 59, founded Green Square Boston in October 2016. Although no longer an Oppenheimer Asset Management employee, Tim continues to manage the funds and separately managed accounts, working under a long-term sub advisory contract for Oppenheimer. Prior to this recent move, Tim joined Oppenheimer Asset Management in June 2013 and has worked in asset management since 1982.Throughout his career, Tim has been responsible for investments in municipal bond portfolios and select taxable fixed income strategies. Within tax-exempt, he has focused primarily on high yield investments and has served as a portfolio manager, underwriter, analyst and restructuring specialist. Previously, Tim worked at Pioneer investment Management since 2000 as a Senior Vice President , first as a senior analyst and then as a Portfolio Manager for both open-end and closed-end funds. Tim developed the high yield tax-exempt strategy for Pioneer. Prior to Pioneer, he underwrote high yield tax-exempt health care issues for three years as a Managing Director at Commerce Capital Markets and served as a high yield analyst and restructuring specialist at Eaton Vance Management for the seven years prior to Commerce Capital Markets.Tim earned his Bachelor’s degree at Hamilton College and his M.B.A. from the Johnson Graduate School of Management at Cornell University. He also earned the Chartered Financial Analyst designation from the CFA Institute and is a member of both the CFA institute and the CFA Society of Boston. | ||
| Patrick M. Tucci | Assistant Vice President, Assistant Portfolio Manager | 2016 | 2019 |
| Biography | Patrick Tucci joined FIMCO in 2016 as Co-Portfolio Manager for the Tax Exempt Funds. Prior to FIMCO, Patrick was the President and Founder of Harbor Hills Investment Management Co which focused on portfolio management and financial planning. He has previously been a Portfolio Manager and Trader fir tax exempt bond funds at Dexia Credit Local and MBIA Capital Management Corp. Patrick joined the financial markets in 1993. Patrick received a Bachelor of Business Administration degree in Finance from Villanova University and he is a CFA Chartholder. | ||
| Clark D. Wagner | President | 1991 | 2019 |
| Biography | Clark D. Wagner is the Chief Investment Officer of FIMCO and served as President of FIMCO from 2016-2018 and also served as Director of Fixed Income from 2001-2016. He has served as the Portfolio Manager since 1995. He also serves as Co-Portfolio Manager . He also serves as a Portfolio Manager and Co-Portfolio Manager for certain other First Investors Funds and has been a Portfolio Manager with FIMCO since 1991. | ||
| Dana G. Burns | Managing Director | 1991 | 1991 |
| Biography | Dana Burns, Managing Director, Investment Grade Fixed Income, joined the firm in 2007. He is currently a senior portfolio manager within the Investment Grade Credit Group and is responsible for the management of high grade institutional and retail fixed income portfolios. Mr. Burns’ primary focus at the firm is the management of investment grade total return portfolios and high quality insurance company assets. Prior to joining the firm, Mr. Burns was Vice President and co-manager of the Fixed Income Separately Managed Account Group at Morgan Stanley. Additionally, Mr. Burns managed assets for high net-worth individuals through Morgan Stanley’s Private Wealth Management Group (PWM). Mr. Burns’ investment industry experience began in 1997. | ||
| Jerry Eubank | - | 1984 | 1991 |
| Biography | Eubank is a portfolio manager of the fund. | ||
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