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Jpmorgan New York Tax Free Bond Fund Class A (VANTX)
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29/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 117.47M
JPMorgan NY Tax Free Bond A
6.47
+0.01
+0.15%
- Overview
- Profile
- Historical Data
- Holdings
VANTX Overview
On this page you'll find an in-depth profile of Jpmorgan New York Tax Free Bond Fund Class A. Learn about the key management, total assets, investment strategy and contact information of VANTX among other information.
Investment Strategy
The investment seeks to provide monthly dividends that are excluded from gross income for federal income tax purposes and are exempt from New York State and New York City personal income taxes; it also seeks to protect the value of the investors' investment. The fund normally invests at least 80% of the value of its assets in municipal obligations whose interest payments are excluded from gross income for federal income tax purposes and exempt from New York State and New York City personal income taxes, and not subject to the federal alternative minimum tax on individuals. The average weighted maturity of its portfolio will be between three and twelve years.
Contact Information
Address
270 Park Avenue
London,NY EC2V 7EN
United Kingdom
London,NY EC2V 7EN
United Kingdom
Phone
1-800-480-4111
Fax
+1 646 534 2254
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Josh Brunner | - | 2024 | Now |
| Biography | Brunner, Executive Director and a CFA charterholder, has been an employee at JPMIM since 2001. Mr. Brunner is responsible for managing tax free managed income portfolios including credit customized portfolios. | ||
| Rachel Betton | Executive Vice President | 2024 | Now |
| Biography | Executive Vice President, PIMCO. Ms. Betton is a member of the municipal bond portfolio management team. Prior to joining PIMCO in 2013, she was a municipal high yield and distressed trader at Morgan Stanley. Additionally, she was a public finance banker, focusing on municipal asset-backed securitizations and revenue-backed credits in the Midwest. She has 11 years of investment and financial services experience and holds an undergraduate degree from Wesleyan University. | ||
| Michelle V. Hallam | Executive Director | 2023 | Now |
| Biography | Ms. Hallam, CFA charterholder and Executive Director, is a senior portfolio manager within the Global Fixed Income, Currency and Commodities (GFICC) group. An employee of JPMIM since 1999, Ms. Hallam is responsible for managing mutual funds and separately managed accounts. She began her career at JPMIM in July 1999 as an analyst in the Internal Consulting Services program where she worked on projects in Investment Management and Financial Risk Management. | ||
| Kevin M. Ellis | Executive Director | 2005 | 2024 |
| Biography | Mr. Ellis, CFA charterholder and Executive Director, is a portfolio manager in the U.S. Fixed Income Group. An employee of JPMIM and/or its affiliates since May 2003, he is responsible for managing separate accounts in the Municipal Bond Group. Previously, Mr. Ellis worked at Alliance Capital/Sanford Bernstein from 1995 through 2003 as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder | ||
| David Sivinski | Executive Director | 2005 | 2023 |
| Biography | David Sivinski, CFA charterholder and Executive Director, has also been as portfolio manager with J.P. Morgan Investment Management. In addition to his role as portfolio manager, Mr. Sivinski coordinates municipal management for a number of high net worth clients that focus principally on single state municipal bonds. He has worked at JPMorgan Investment Advisors, an affiliate of JPMIM since 1992. Previously, he spent seven years as a first vice president with First Security National Bank in Lexington, Kentucky, and 10 years with Bank One in Columbus, Ohio. Sivinski holds the Chartered Financial Analyst designation. | ||
| Management Team | - | 2002 | 2005 |
| Biography | Team Managed | ||
| Pamela Hunter | Portfolio Manager, Managing Director, chief Administrative Officer | 1996 | 2002 |
| Biography | Hunter is currently a portfolio manager, managing director, and chief administrative officer at U.S. trust. She joined the company in 2004. Previously, she was senior fixed-income portfolio manager at Chase Asset Management since 1984. Prior to that, she was a portfolio manager and trader with Chase Investors Management Corporation from 1980 to 1984. Hunter is a member of the New York Bond Women's Club. | ||
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