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Sei Tax Exempt Trust California Municipal Bond Fund Class F (SBDAX)
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26/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 246.54M
SEI California Municipal Bond F (STET)
10.23
+0.01
+0.10%
- Overview
- Profile
- Historical Data
- Holdings
SBDAX Overview
On this page you'll find an in-depth profile of Sei Tax Exempt Trust California Municipal Bond Fund Class F. Learn about the key management, total assets, investment strategy and contact information of SBDAX among other information.
Investment Strategy
The investment seeks the highest level of current income exempt from federal and California state income taxes as is consistent with the preservation of capital. The fund will invest, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investment grade municipal securities that pay interest that is exempt from federal and California state income taxes, including, but not limited to, municipal bonds, notes and commercial paper. It is non-diversified.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anthony Karaminas | Head | 2023 | Now |
| Biography | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Daniel Falkowski | - | 2022 | Now |
| Biography | Mr. Falkowski serves as an Assistant Portfolio Manager for the Funds. His duties include managing due diligence and selection. Mr. Falkowski has over 14 years of investment experience. Prior to joining SEI in 2016, Mr. Falkowski was a Senior Investment Officer at the City of Philadelphia Board of Pensions and Retirement. Mr. Falkowski received both his B.S. and M.S. in Finance from Villanova University. | ||
| Jeffrey Burger | Senior Portfolio Manager | 2013 | Now |
| Biography | Mr. Burger is a Senior Portfolio Manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond strategies for institutional, high net worth and mutual fund clients. Previously, Mr. Burger served as a senior analyst for the firm, specializing in land-secured and special tax bonds. Prior to joining the firm in 2009, he worked at Columbia Management as a portfolio manager and senior research analyst and at Fitch Ratings as a senior-level analyst. Mr. Burger is a former chairman and member of the executive committee and board of governors for the National Federation of Municipal Analysts. He is also a former president of the Boston Municipal Analysts Forum. Mr. Burger has been in the investment industry since 1998. He earned an MPA from the Maxwell School of Citizenship and Public Affairs at Syracuse University and a BA degree, cum laude, in policy studies and public relations from Syracuse University. | ||
| Thomas C. Casey | Portfolio Manager | 2013 | Now |
| Biography | Thomas C. Casey Director, Senior Portfolio Manager Tom is a senior portfolio manager for US Municipal Bond strategies. He is responsible for managing US Municipal Bond portfolios for institutional, insurance and high net worth clients. Previously, Tom worked as a trader and a portfolio analyst on the US Municipal team. Prior to joining the firm in 1993, Tom worked as an analyst at State Street Bank & Trust Company. Tom has been in the investment industry since 1988. Tom earned an MBA and a BA from Boston College. | ||
| Richard A. Bamford | Portfolio Manager | 1999 | Now |
| Biography | Richard A. Bamford serves as a Portfolio Manager for the Fixed Income Team within SIMC's Investment Management Unit. Mr. Bamford is responsible for investment grade debt and municipal bond portfolios. Mr. Bamford's duties include manager analysis and selection, strategy development and enhancement as well as investment research. Mr. Bamford has over 20 years of investment experience in investment management. Prior to joining SEI in 1999, Mr. Bamford worked as a Municipal Credit Analyst for Vanguard. Mr. Bamford received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and an M.B.A. with a concentration in Finance from St. Joseph's University. | ||
| Erin K. Garrett | Portfolio Manager | 2014 | 2020 |
| Biography | Erin Garrett is a portfolio manager in the T. Rowe Price ActivePlus Portfolios Program, Target Allocation Active Series and an associate portfolio manager for the Target Allocation strategies. Erin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Erin’s investment experience began in 2007, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Erin was employed by SEI as a portfolio manager, overseeing $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. She was responsible for the selection of fund subadvisors and the allocations among these managers to optimize diversification of style, alpha source, and risk. She was shortlisted for best manager in the “Bonds” category for the 2019 Women in Asset Management Awards. Erin earned a B.S. in business administration/finance and an M.B.A., with concentrations in strategic management and international business, from Villanova University. | ||
| Dawn Daggy-Mangerson | Vice President | 2006 | 2013 |
| Biography | Ms. Mangerson is Vice President and Senior Portfolio Manager in the Municipal Client Group. She has twenty-four years of investment industry experience. Ms. Mangerson is responsible for executing tax-exempt and taxable investment strategies for the Company’s client portfolios. In this capacity, her focus is on private client, institutional and sub-advised mutual fund portfolio management. Prior to joining the Company in June of 2006, Ms. Mangerson served as Managing Director and Fixed Income Portfolio Manager at ABN AMRO/Chicago Capital Management, where she was responsible for actively managing both taxable and tax-exempt bond portfolios for institutional, mutual fund and private clients. Prior to her service at ABN AMRO, Ms. Mangerson was a Portfolio Manager for INVESCO. Previously, Ms. Mangerson held portfolio management positions at both NationsBank and Stein Roe & Farnham. She received a B.S. degree in Finance from DePaul University. | ||
| James S. Grabovac | Vice President | 2002 | 2013 |
| Biography | Mr. Grabovac is Vice President and Investment Strategist. He has thirty-seven years of investment industry experience. Mr. Grabovac is charged with executing tax-exempt and crossover investment strategies for the Company's client portfolios. Specifically, his responsibilities focus on institutional client portfolios and sub-advised mutual fund portfolio management. From 1998 to 2002, Mr. Grabovac was an independent futures trader, and from 1995 to 1998 he managed tax-exempt mutual funds at INVESCO Funds Group in Denver. Prior to that, Mr. Grabovac was employed by Stein Roe and Farnham in Chicago where he managed a high yield municipal bond fund. In addition to managing mutual funds, he has also worked extensively with insurance company clients. Mr. Grabovac received his B.A. degree in Economics from Lawrence University and his M.B.A. in Finance from the University of Michigan. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| Steve Wlodarski | Vice President | 2001 | 2013 |
| Biography | Mr. Wlodarski is Managing Director and Deputy Chief Investment Officer. He has thirty-six years of investment industry experience. Mr. Wlodarski supervises the development and implementation of investment strategies for the Company’s client portfolios. His specialty focus includes private client portfolios, tax efficient, income oriented strategies and ESG mandates. Through early 2015, Mr. Wlodarski served as Managing Director and Co-Head of Fixed Income Portfolio Management for the Company. From 1994 to 2001, Mr. Wlodarski held the position of Vice President and Senior Municipal Portfolio Manager of Van Kampen Management Inc. Prior to that, he amassed extensive experience in the municipal market which began with a trading position at First Chicago Corporation followed by one as manager of high net worth client portfolios at Continental Bank. Mr. Wlodarski earned his B.A. in Economics from Lewis University and his M.B.A. in Finance from DePaul University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| Daniel T. Vande Velde | Portfolio Manager | 2007 | 2007 |
| Biography | Mr. Vande Velde is a portfolio manager of the municipal bond capabilities. Mr. Vande Velde joined Lord Abbett in 2007, and was named Partner in 2012. His prior experience includes Portfolio Manager at McDonnell Investment Management and Municipal Surveillance Analyst at Van Kampen Investments. Mr. Vande Velde received a BBA from Loyola University and an MBA from DePaul University. He has been in the investment business since 1990. | ||
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