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Schwab Treasury Inflation Protected Securities Index Fund (SWRSX)

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전달 방법

상태

포토폴리오 추가/삭제 포트폴리오에 추가합니다
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포지션 추가

포지션이 다음에 추가되었습니다:

보유종목 포트폴리오의 이름을 입력하세요
 
10.17 -0.01    -0.10%
20/05 - 지연 데이터. USD 통화 ( 면책조항 )
  • 모닝스타 평가:
  • 총 자산: 2.61B
종류:  펀드
시장:  미국
발행자:  Schwab Funds
자산등급:  채권
Schwab Treasury Infl Protected Secs Idx 10.17 -0.01 -0.10%

SWRSX 개요

 
이 페이지에서 Schwab Treasury Inflation Protected Securities Index Fund에 대한 상세 프로필을_x0008_ 확인해 보세요. SWRSX의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
종류

Inflation-Protected Bond

총 자산

2.61B

비용

0.05%

개시 날짜

38807

연락처

주소 101 Montgomery Street
San Francisco,CA 94104
United States
전화 +1 8778245615

최고 경영진

종목명 헤드라인 재직 시작연도 기간
Mark R. McKissick Senior Portfolio Manager 2016 now
전기 Mark McKissick is a Senior Portfolio Manager for Schwab Asset Management. He is responsible for the day-to-day co-management of the Schwab Taxable Bond Mutual Funds and the Schwab Fixed-Income ETFs. Prior to joining Schwab in 2016, Mr. McKissick worked at Denver Investments for 17 years, most recently as a director of fixed income and portfolio manager. In this role he co-managed multiple bond strategies, as well as oversaw the firm’s fixed income business including the investment process, client service, and other administrative functions. He also served as a credit/security analyst from 1999 to 2005. Prior to that, he worked as a senior research analyst with Hotchkis & Wiley, a portfolio manager at Payden & Rygel, and a vice president in fixed income at Salomon Brothers. Mr. McKissick earned a Master of Business Administration with an emphasis in finance and international business from the University of Chicago and a Bachelor of Science in accounting and a Bachelor of Arts in economics from Oklahoma State University. He is a CFA® charterholder and is an inactive Certified Public Accountant (Ohio).
Matthew Hastings Managing Director Head of Bond Index Strategies 2006 now
전기 Matt Hastings is a Managing Director and Head of Bond Index Strategies for Schwab Asset Management. Mr. Hastings leads the portfolio management team for the Schwab Taxable Bond Mutual Funds and Schwab Fixed-Income ETFs. He also has overall responsibility for all aspects of the management of the funds. Prior to joining Schwab in 1999, Mr. Hastings was in fixed income sales and trading at Lehman Brothers. He has worked in the fixed income securities industry since 1996. Mr. Hastings earned a Bachelor of Arts in economics from the University of San Diego. He is a CFA® charterholder and is a member of the CFA Society of San Francisco and the CFA Institute.
Garret Herfkens - 2016 2018
Steven Chan Senior Portfolio Manager 2008 2016
전기 Steven Chan is a Senior Portfolio Manager for Schwab Asset Management. He is a member of the team responsible for the management of the Schwab Taxable Bond Funds and the Schwab Fixed-Income ETFs. His primary focus is on corporate bonds. He has prior experience managing government securities including Treasury inflation-protected securities. Mr. Chan has been a portfolio manager with Schwab Asset Management since 2007 and has held a number of positions at the firm since beginning his tenure in 1996. His previous roles include managing the portfolio operations and analytics group and working as a senior manager in finance. Prior to joining Schwab, Mr. Chan was a manager of finance at GT Capital Management. Mr. Chan earned a Bachelor of Arts in managerial economics from the University of California, Davis. He is a CFA® charterholder and is a member of the CFA Society of San Francisco and the CFA Institute.
Brandon Matsui Director 2010 2016
전기 ■ Joined DWS Group GmbH & Co. KGaA in 2011 with 12 years of industry experience. ■ Fixed Income Portfolio Manager, Passive Asset Management: New York. Mr. Matsui is a Director with Deutsche Asset Management and has served as a Portfolio Manager in the Passive Asset Management business since 2016. Prior to joining the Passive Asset Management business, Mr. Matsui served as a Managing Director and Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM) where he was responsible for the day-to-day co-management of Schwab’s taxable bond funds and the Schwab Fixed-Income ETFs. Before joining CSIM in 2010, Mr. Matsui was an associate Portfolio Manager on the Beta Management team at BNY Mellon and an analyst in the portfolio analytics group at BlackRock Solutions. Mr. Matsui earned an MBA from the University of Hawaii, with an emphasis in Finance and a minor in Japanese. He is a CFA Charterholder and has earned the Financial Risk Manager (FRM) certification. ■ BS in History, University of California, Irvine
Alfonso Portillo Managing Director 2007 2012
전기 Alfonso Portillo, Jr., Senior Portfolio Manager, is responsible for the day-to-day co-management of the Schwab U.S. Aggregate Bond ETF. He has managed the fund since 2011. His primary focus is securitized products. Prior to joining CSIM in 2007, Mr. Portillo worked for ten years at Pacific Investment Management Company, most recently as a vice president and member of the mortgage- and asset-backed portfolio management team. He has worked in fixed-income asset management since 1996.
Steven Hung Managing Director 2006 2012
전기 Senior Portfolio Manager, is responsible for the day-to-day co-management of the Schwab 1-5 Year Corporate Bond ETF, the Schwab 5-10 Year Corporate Bond ETF and the Schwab U.S. Aggregate Bond ETF. His primary focus is on corporate bonds. Prior to joining CSIM in 1999, Mr. Hung was an associate in Schwab’s management training program for nine months. In that role, he worked as a clerk on the options trading floor of the Pacific Coast Stock Exchange.
Jeffrey M. Mortimer Director 2008 2010
전기 Jeffrey M. Mortimer, CFA, has been the primary portfolio manager in March 2014. Jeffrey is Director of Investment Strategy for BNY Mellon Wealth Management and has been employed by The Bank of New York Mellon since June 2012. He has been employed by Dreyfus since March 2013. Prior to joining The Bank of New York Mellon, he was a partner at Bainco International Investors from September 2010 to May 2012. He also held various positions in financial management with Charles Schwab Investment Management from October 1997 to July 2010. Jeffrey holds an MBA from the University of Chicago Graduate School of Business, and a BS degree from Babson College. He became a CFA charterholder in 1997.
Kimon Peter Daifotis Senior Vice President 2006 2008
전기 Kimon heads the fixed income portfolio management team and has overall responsibility for Schwab’s taxable and municipal bond and money market funds. Prior to joining CSIM in 1997, he worked at Lehman Brothers as VP and fixed income institutional salesman. Before Lehman, he served as a Sr portfolio manager for Barclays Global Investors. He became a CFA charter holder in 1995. He received an MBA from the University of Chicago in 1985 and a BA from Claremont McKenna College in 1981.
Andrew Tikofsky Director 2006 2008
전기 Tikofsky is a Director of Research with Luminent Capital Management which he joined in 2008, prior to that, he was Mortgage Portfolio Manager for all taxable bond funds for Charles Schwab Investment Management from 2006 to 2008.
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SWRSX 코멘트

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