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🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
Sei Tax Exempt Trust Short Duration Municipal Fund Class F (SUMAX)
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SEI Short Duration Municipal F (STET)
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- Overview
- Profile
- Historical Data
- Holdings
SUMAX Overview
On this page you'll find an in-depth profile of Sei Tax Exempt Trust Short Duration Municipal Fund Class F. Learn about the key management, total assets, investment strategy and contact information of SUMAX among other information.
Investment Strategy
The investment seeks a high level of income exempt from federal income tax 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 income tax, including, but not limited to, municipal bonds, notes, variable rate demand notes and commercial paper.
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. | ||
| David T. Fare | Portfolio Manager | 2023 | Now |
| Biography | David T. Fare is a Portfolio Manager at Western Asset. He has been with Western Asset since 2005. | ||
| 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. | ||
| Nicholos Venditti | Senior Portfolio Manager | 2020 | Now |
| Biography | Nicholos Venditti is a senior portfolio manager and head of the Municipal Fixed Income team at Allspring Global Investments. He joined Allspring from its predecessor, Wells Fargo Asset Management (WFAM). Before joining WFAM, he was with Thornburg Investment Management as a portfolio manager and head of the municipal bond group. Earlier positions there include serving as a portfolio manager on seven mutual funds and separately managed accounts with total assets of approximately $10 billion. Prior to Thornburg, Nicholos held a variety of roles focused on municipal credit analysis at Financial Security Assurance/Assured Guaranty, where he began his investment industry career in 2007. He earned a bachelor’s degree in theoretical economics from Trinity University; a master’s degree in applied economics from the University of North Carolina, Greensboro, where he also served as an adjunct professor; and a master’s degree in finance from Syracuse University. He has earned the right to use the Chartered Financial Analyst® (CFA) designation. | ||
| James Randazzo | Senior Portfolio Manager | 2019 | Now |
| Biography | James (Jim) Randazzo is a senior portfolio manager for the Global Liquidity Solutions and Municipal Fixed Income teams at Allspring Global Investments. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to WFAM, Jim was with Evergreen or one of its predecessor firms since 2000. Earlier, he served as a financial analyst at KPMG, as a financial advisor for Prudential Securities, and as a trader for HSBC. He began his investment industry career in 1993 at Greenwich Partners, Inc. Jim earned a bachelor’s degree in finance from Iona College and a master’s degree in business administration with an emphasis in finance from the University of Connecticut. | ||
| S. Kenneth Leech | CIO (Chief Investment Officer) | 2017 | Now |
| Biography | "Ken Leech is Western Asset's Chief Investment Officer and has more than 45 years of industry experience. Ken joined the Firm in 1990, and from 1991 to 2021, assets under management grew from just over $5 billion to $408 billion. Ken now leads the Global Portfolios, US Broad Portfolios and Macro Opportunities Teams. He also serves on the Market & Credit Risk Committee, which determines and monitors internal and external risk guidelines, and reviews market and credit risk issues. From 2002-2004, he served as a member of the Treasury Borrowing Advisory Committee. | ||
| John C. Mooney | Portfolio Manager | 2017 | Now |
| Biography | John C. Mooney is a Portfolio Manager at Western Asset. He has been with Western Asset since 2005. | ||
| Robert E. Amodeo | Portfolio Manager | 2017 | Now |
| Biography | – Western Asset Management Company, LLC – Head of Municipals, 2005- – Salomon Brothers Asset Management – Analyst to Managing Director, Portfolio Manager, 1992-2005 – Salomon Brothers Inc. – Accountant to Analyst, 1988-1992 – The Bank of New York – Accountant, 1987-1988 – Columbia University, M.P.A., Advanced Management and Finance – Long Island University, B.S. – Chartered Financial Analyst | ||
| Peter Moukios | Senior Vice President | 2016 | Now |
| Biography | Peter Moukios, Senior Vice President, joined the firm in 2008. Pete is a Portfolio Manager for the Municipal Fixed Income team. Additionally, he co-manages the sub-advised SEI Short Duration Bond Fund. Prior to this, he was a portfolio manager in Municipal Securities at Weiss, Peck & Greer, where he worked since 1987. Previously he worked at Manufacturers Hanover Trust where he was the supervisor of broker custody. Pete is a member of the Municipal Analysts Group of New York and a member of the National Federation of Municipal Analysts. He holds a BS degree in management from St. John's University and a MBA from Fordham University. | ||
| Bruce R. Johns | Research Analyst and Portfolio Manager | 2011 | Now |
| Biography | Bruce Johns is a senior portfolio manager for the Municipal Fixed Income team at Allspring Global Investments. In this role, he manages national short to intermediate maturity strategies and certain state-specific mutual funds. Bruce joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Prior to his current role, he served as a front end trader for the team. Before that, Bruce was a senior research analyst at Strong Capital Management, and earlier, he led the Fixed Income Settlements Operations team. He began his investment industry career in 1998. Bruce earned a bachelor’s degree in business and finance from the University of Wisconsin, Parkside. He is a member of the National Federation of Municipal Analysts and the Minnesota Society of Municipal Analysts. | ||
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