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Northwestern Mutual Series Fund Inc Balanced Portfolio (0P00003CKW)

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1.344 -0.003    -0.22%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.98B
Type:  Fund
Market:  United States
Issuer:  Northwestern Mutual
Asset Class:  Equity
Northwestern Mutual Series Fund Inc Balanced Portf 1.344 -0.003 -0.22%

0P00003CKW Overview

 
On this page you'll find an in-depth profile of Northwestern Mutual Series Fund Inc Balanced Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P00003CKW among other information.
Category

Allocation--30% to 50% Equity

Total Assets

1.98B

Expenses

0.30%

Inception Date

Jun 26, 1984

Investment Strategy

The investment seeks to realize as high a level of total return as is consistent with prudent investment risk, through income and capital appreciation. Investing in multiple investment asset classes, the Advisor attempts to capitalize on the variation in return potential produced by the interaction of changing financial markets and economic conditions while maintaining a balance over time between investment opportunities and their associated potential risks by following a flexible policy of allocating assets.

Contact Information

Address 720 East Wisconsin Avenue
Milwaukee,WI 53202
United States
Phone -

Top Executives

Name Title Since Until
Garrett D. Aird Vice President 2022 Now
Biography Garrett D. Aird, CFA, a Vice President of Mason Street Advisors, co-manages the Portfolios. Mr. Aird joined Mason Street Advisors in December 2021. Mr. Aird is also Vice President – Investment Management & Research of NMWMC. Mr. Aird joined NMWMC in 2007 and serves as Chair of the NMWMC Investment Committee.
Brent Schutte CIO (Chief Investment Officer) 2022 Now
Biography Mr. Schutte, Chief Investment Officer for Northwestern Mutual Wealth Management Company. He was the Senior Portfolio Manager of the BMO Asset Management Corp., joined BMO in 2012. He is a CFA Charterholder.
James Fleming Vice President 2020 Now
Biography James Fleming, CFA, a Vice President of Mason Street Advisors, co-manages the Portfolios and serves as Team Leader. Mr. Fleming joined Mason Street Advisors in 2008. He also oversees Mason Street Advisors’ derivatives risk management and commercial paper credit analysis activities. Prior to joining Mason Street Advisors, he was a Vice President and Director of Research for Cleary Gull, a Milwaukee-based Investment Consultant.
Rodney Schmucker Vice President 2020 Now
Biography Rodney Schmucker, CFA, is a Vice President of Mason Street Advisors. He joined Mason Street Advisors in 2008. He is also responsible for oversight, evaluation and operational implementation of sub-advisers for the Northwestern Mutual Series Fund, and the research, monitoring and reporting on ETFs and mutual funds. Prior to joining Mason Street Advisors, he was a Business Development Manager for Thomson Transaction Services, a subsidiary of Thomson Reuters based in Brookfield, WI.
Eric Lubarsky Vice President 2020 2021
Biography Eric Lubarsky, CFA, is a Vice President of Mason Street Advisors. He joined Mason Street Advisors in 2014. He is also responsible for the oversight and evaluation of the external investment managers of the Northwestern Mutual Series Fund. Prior to joining Mason Street Advisors, he was an Investment Services Manager at Wells Capital Management from 2010 to 2014. From 2004 to 2010, he was Vice President, Institutional Equity Trader at Robert W. Baird.”
Daniel J. Meehan Portfolio Manager,Director 2013 2020
Biography Daniel J. Meehan, Portfolio manager and Director of Mason Street Advisors and joined Mason Street Advisors in 2004. He also participates in research for and the management of various equitry portfolios of other Mason Street Advisors’ clients.
Steven J. Lyons Director 2011 2014
Biography Steven J. Lyons co-manages the investment grade bond portion of the Portfolio, is a Director of MSA and joined Northwestern Mutual in 2006
Andrew T. Wassweiler Director 2006 2014
Biography Wassweiler is a director of Mason Street Advisors, LLC. He joined Northwestern Mutual in 1997. Wassweiler holds the designation of Chartered Financial Analyst and Certified Public Accountant.
Andy Eng Analyst 2012 2013
Biography Andy Eng, CFA, Partner and Senior Research Analyst, is a Partner and Senior Research Analyst of Renaissance, positions he has held since 2019 and 2016, respectively, has been employed by Renaissance since 2016, and has more than 25 years of investment management experience. He is also a portfolio manager for Renaissance’s Midcap Growth strategy. Prior to joining Renaissance, Mr. Eng was the portfolio manager for the equity portfolio of Northwestern Mutual Life Insurance Company in Milwaukee. Education: B.S., University of Illinois; and M.B.A., Washington University.
Curtis J. Ludwick Director 2012 2013
Biography Ludwick is a director of MSA and joined Northwestern Mutual, his employer since 1996. He joined the company in 1996 as a common stock analyst. From 1993 to 1996 he worked for Strong Capital Management. Ludwick holds Chartered Finacial Analyst designation.
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