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Western Asset Massachusetts Municipals Fund Class I (0P0000CPAX)
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13/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 19.57M
Western Asset Massachusetts Municipals Fund Class
11.520
-0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
0P0000CPAX Overview
On this page you'll find an in-depth profile of Western Asset Massachusetts Municipals Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000CPAX among other information.
Investment Strategy
The investment seeks to provide Massachusetts investors with as high a level of current income exempt from federal income tax and Massachusetts personal income taxes as is consistent with the preservation of principal. The fund normally invests at least 80% of its assets in investment grade "Massachusetts municipal securities" or other investments with similar economic characteristics. It may invest in securities of any maturity. The fund focuses primarily on intermediate-term and long-term municipal securities, and will normally invest in securities which have remaining maturities at the time of purchase from 1 to more than 30 years. It is non-diversified.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| S. Kenneth Leech | CIO (Chief Investment Officer) | 2014 | 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. | ||
| Robert E. Amodeo | Portfolio Manager | 2006 | 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 | ||
| David T. Fare | Portfolio Manager | 2006 | Now |
| Biography | David T. Fare is a Portfolio Manager at Western Asset. He has been with Western Asset since 2005. | ||
| Dennis J. McNamara | Portfolio Manager | 2012 | 2016 |
| Biography | Dennis McNamara, CFA, Portfolio Manager of Western Asset Management Company.Mr. McNamara joined the firm in 2001. | ||
| Stephen A. Walsh | CIO (Chief Investment Officer) | 2006 | 2014 |
| Biography | Walsh is a chief investment officer of Western Asset Management Company since September 2008. Prior to joining Western in 1990, he was a portfolio manager at Security Pacific Investment Managers from 1989 to 1991. Prior to that, Walsh was a portfolio manager at Atlantic Richfield Company from 1981 to 1988. He has over 27 years of investment experience | ||
| Joseph P. Deane | Head | 2006 | 2011 |
| Biography | Mr. Deane is an Executive Vice President, PIMCO. Mr. Deane joined PIMCO in 2011 and is the head of the municipal bond portfolio management team. Prior to joining PIMCO, he served as Managing Director, Co-Head of the Tax-Exempt Department for Western Asset Management Company. Previously he was Managing Director, Head of Tax-Exempt Investments for Smith Barney/Citigroup Asset Management from 1993 to 2005. Earlier in his career, he held senior portfolio management positions with Shearson and E.F. Hutton. Morningstar named him Fixed-Income Manager of the Year in 1996 and a finalist in 1995 and 2007. He holds a bachelor's degree from Iona College. | ||
| S. Kenneth Leech | CIO (Chief Investment Officer) | 2006 | 2011 |
| 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. | ||
| Peter M. Coffey | Vice President | 1999 | 2006 |
| Biography | Coffey joined Smith Barney Shearson in 1968, serving in various capacities in operations, compliance, and mutual funds. He was a manager of unit investment trust sales and trading from 1982 to 1987. Coffey began managing portfolios for the company in 1987 and is currently a vice president. | ||
| Lawrence T. McDermott | Vice President | 1987 | 1999 |
| Biography | McDermott is a vice president with Smith Barney Mutual Fund Management. He joined the company in 1994 when Shearson Lehman Advisors merged with Smith Barney Shearson. McDermott had served as managing director of tax-exempt fixed-income securities with Shearson Lehman since 1987. He worked for Shearson Asset Management from 1981 to 1987, after having worked as a portfolio manager for the Vanguard funds. | ||
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