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Sft Core Bond Fund Class 2 (0P00003BMZ)
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15/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 418.52M
SFT Advantus Bond Fund Class 2
2.438
-0.003
-0.13%
- Overview
- Profile
- Historical Data
- Holdings
0P00003BMZ Overview
On this page you'll find an in-depth profile of Sft Core Bond Fund Class 2. Learn about the key management, total assets, investment strategy and contact information of 0P00003BMZ among other information.
Investment Strategy
The investment seeks as high a level of a long-term total rate of return as is consistent with prudent investment risk; preservation of capital is a secondary objective. The fund invests primarily in a variety of debt securities. It is the fund's policy to invest, under normal circumstances, at least 80% of the value of its net assets (including any borrowings for investment purposes) in investment grade bonds (for this purpose, "bonds" includes any debt security).
Contact Information
Address
400 Robert Street North
St. Paul,MN 551001-2098
United States
St. Paul,MN 551001-2098
United States
Phone
800-665-6005
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jerry M. Cudzil | Portfolio Manager | 2023 | Now |
| Biography | Mr. Cudzil is a Specialist Portfolio Manager and Head of Credit Trading. He oversees the Fixed Income group’s trading of investment grade corporate bonds, high yield bonds, leveraged loans and credit derivatives. Prior to joining TCW in 2012, Mr. Cudzil was a High Yield Bond Trader for Morgan Stanley and Deutsche Bank, specializing in project finance, aviation, and energy securities. He was previously a Portfolio Manager for Dimaio Ahmad Capital, managing the multi-strategy credit fund and aviation fund and leading the firm’s risk management team. Mr. Cudzil began his career as a Corporate Bond Trader for Prudential Securities and has also traded investment grade and high yield debt for Credit Suisse and Goldman Sachs. Mr. Cudzil earned a BA in Economics from the University of Pennsylvania. | ||
| Ruben Hovhannisyan | Portfolio Manager | 2023 | Now |
| Biography | Mr. Hovhannisyan is an Associate Generalist Portfolio Manager in the Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to his current role, he served as a Senior Portfolio Analyst working alongside the Generalist Portfolio Managers. Mr. Hovhannisyan joined TCW from Metropolitan West Asset Management company, where he spent two years as a collateralized debt obligations specialist and member of the portfolio risk management group. Prior to joining MetWest in 2007, he was an associate at KPMG Structured Finance Group where he was engaged in various projects analyzing structured products. Mr. Hovhannisyan holds a BA in Business/Economics from the University of California, Los Angeles (UCLA) and an MBA from the UCLA Anderson School of Management. He is a CFA charterholder. | ||
| Bryan T. Whalen | Managing Director | 2022 | Now |
| Biography | Mr. Whalen is Co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to joining TCW, Mr. Whalen was a Partner at Metropolitan West Asset Management and Co-head of its Securitized Products division. Prior to joining MetWest in 2004, he was a Director in the Fixed Income department at Credit Suisse First Boston in New York. Previously, he was a Vice President at Donaldson, Lufkin & Jenrette. Mr. Whalen earned a BA in Economics from Yale University. He is a CFA charterholder. | ||
| Stephen M. Kane | Managing Director | 2022 | Now |
| Biography | Mr. Kane is Co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Under his co-leadership, the MetWest investment team was recognized as Morningstar’s Fixed Income Manager of the Year for 2005. Mr. Kane has led the effort to launch a number of fixed income products, including AlphaTrak, Long Duration/LDI, Unconstrained, and Global. Prior to establishing MetWest, he was a fixed income portfolio manager at Hotchkis and Wiley. He also served as a Vice President at PIMCO. Mr. Kane earned a BS in Business from the University of California, Berkeley and an MBA from the University of Chicago Booth School of Business. He is a CFA charterholder. | ||
| Laird R. Landmann | Group Managing Director | 2022 | 2023 |
| Biography | Mr. Landmann is a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. He serves on the boards of the TCW and Metropolitan West Mutual Funds.Mr. Landmann currently co-manages many of TCW and MetWest’s mutual funds, including the MetWest Total Return Bond Fund, the MetWest High Yield Bond Fund and the TCW Core Fixed Income Fund, and leads the fixed income group’s risk management efforts. He is a leader of the MetWest investment team that was recognized as Morningstar’s Fixed Income Manager of the Year for 2005 and has been nominated for the award nine times. Prior to founding MetWest in 1996, Mr. Landmann was a principal and the co-director of fixed income at Hotchkis and Wiley. He also served as a portfolio manager and vice president at PIMCO.Mr. Landmann holds an AB in Economics from Dartmouth College and an MBA from the University of Chicago Booth School of Business. | ||
| Lena S. Harhaj | Associate Portfolio Manager | 2018 | 2022 |
| Biography | Portfolio Manager since December 2017.Total Return Portfolio Analyst since April 2016, previously Senior Investment Analyst since June 2013-2016, and Associate Mortgage Analyst since June 2010, Advantus Capital. Ms. Harhaj holds a Bachelor of Science in Finance from the University of Minnesota. She is a Chartered Financial Analyst. | ||
| Thomas B. Houghton | Senior Vice President | 2005 | 2022 |
| Biography | Thomas B. Houghton has served as Senior Vice President and Portfolio Manager since June 2018, previously Vice President and Portfolio Manager since August 2003, Securian AM. Total Return Fixed Income, Securian AM, since August 2003. Mr. Houghton had served as Senior Investment Officer with Securian AM from April 2002 to August 2003. Previously, Mr. Houghton was a Senior Securities Analyst, Public Corporate Bonds, with American Express from July 2001 through March 2002. | ||
| Daniel A. Henken | Investment Officer | 2017 | 2022 |
| Biography | Dan is an Investment Officer in the corporate bond group at Advantus. His responsibilities include fundamental industry and company analysis of current and prospective holdings, along with specific trade recommendations. He covers the technology, media, telecommunications and transportation sectors. Dan is a CFA Charterholder, and is a member of the CFA Institute and CFA Society of Minnesota. He also serves on the Board of Directors for the CFA Society of Minnesota. | ||
| David W. Land | Vice President & Portfolio Manager, Total Return | 2005 | 2018 |
| Biography | David has extensive fixed income market experience, including a strong background with mortgage securities. As a member of the Advantus Fixed Income Total Return Group, he is responsible for the mortgage-backed and asset-backed securities strategy and also contributes to the performance of the aggregate bond portfolios. David co-manages the Advantus Mortgage Securities strategy and manages assets for many Advantus institutional clients. David is a CFA Charterholder and a member of the CFA Institute. | ||
| Christopher R. Sebald | President and Chief Investment Officer | 2003 | 2017 |
| Biography | Chris provides strategic direction and investment leadership for the firm. He oversees investment policy and strategy and is Chairman of the management committee. He remains involved in client portfolio management. Chris began his investment career in 1988, and has worked in fixed income analysis, portfolio management, derivatives management, asset allocation and investment strategy. He has been an associate of Advantus for 18 years, being named Executive Vice President in 2007 and President in 2012. Chris holds a BS degree in Economics and an MBA from the University of Minnesota. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Minnesota. Chris volunteers his time to the Boy Scouts of America and Minneapolis Public Schools. He enjoys many outdoor activities with his family, is an Eagle Scout and runs marathons. | ||
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