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9.58
0.00
0%
10/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 52.01M
BMO Mortgage Income Y
9.58
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
Bmo Strategic Income Fund Class Y Overview
On this page you'll find an in-depth profile of Bmo Strategic Income Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of MRGIX among other information.
Investment Strategy
The investment seeks to maximize total return consistent with current income. The fund invests primarily in U.S. and foreign debt securities, including those in emerging markets. Debt securities include all types of fixed and floating rate securities including high yield securities (junk bonds), investment grade corporate bonds, U.S. Treasury, agency, and municipal securities, and foreign government securities, including inflation-indexed securities of U.S. and non-U.S. governments, convertible securities, preferred securities, and mortgage-backed and asset-backed securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Frank J. Reda | Portfolio Manager / Head of Trading | 2017 | 2021 |
| Biography | Frank is responsible for the firm’s investment policy and strategy and manages client portfolios. As head of trading, he oversees trading and broker relationship management. He joined the team in 2001. Frank holds an M.S. in finance from Florida International University and a B.S. in economics and finance from Barry University. He was awarded the Chartered Market Technician (CMT) designation in 2011. | ||
| Scott M. Kimball | Portfolio Manager | 2013 | 2021 |
| Biography | Scott is responsible for the firm’s investment policy and strategy and manages client portfolios. He joined BMO Global Asset Management in 2007 and served as a research analyst prior to joining the portfolio management team in 2011. Previously, Scott held positions at Merrill Lynch and other boutique investment firms. Scott holds an M.B.A. from the University of Miami and a B.A. in international business from Stetson University. He is also a CFA® charterholder. | ||
| Janelle Woodward | President | 2017 | 2020 |
| Biography | Janelle Woodward joined MacKay as President in 2020. She partners with the Chairman and Chief Executive Officer to oversee the firm’s autonomous investment teams, as well as partners with the Head of Global Distribution to further address growing demand for custom investment solutions. Additionally, she sits on the Senior Leadership Team and leads the firm’s Diversity and Inclusion initiatives. Prior to joining MacKay, she worked at BMO Global Asset Management, where she served as Global Head of Fixed Income. Janelle also served as President and Portfolio Manager of Taplin, Canida & Habacht, LLC (TCH), an independently regulated subsidiary of BMO focused on fixed income strategies and and was executive sponsor and advocate for diversity and inclusion initiatives within BMO and across the financial services industry. She holds an M.B.A. from Kellogg School of Management of Northwestern University, a B.S. in business systems from Taylor University and is a CFA charter holder. She has been working in the investment industry since 2001 | ||
| Daniela M. Mardarovici | Portfolio Manager | 2013 | 2019 |
| Biography | Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, | ||
| David M. Komberec | Vice President | 2012 | 2014 |
| Biography | Mr. Komberec, a Vice President and a Portfolio Manager of M&I Investment Management Corp. He joined M&I Investment Management Corp. in 2004. | ||
| Daniel P. Byrne | Vice President | 2012 | 2013 |
| Biography | Mr. Byrne, a Vice President and a Portfolio Manager of M&I Investment Management Corp. He joined M&I Investment Management Corp in 2010 and has co-managed the Fund since February 2012. | ||
| Jason D. Weiner | Vice President | 2001 | 2013 |
| Biography | Weiner serves as vice president and portfolio manager with M&I Investment Management Corp., his employer since 1993. In addition to the funds he manages, Weiner also manages the M&I Intermediate and Aggregate Fixed Income team. Weiner has earned the designation of a Chartered Financial Analyst. | ||
| Daniela M. Mardarovici | Portfolio Manager | 2012 | 2012 |
| Biography | Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, | ||
| Joseph M. Cullen | Portfolio Manager | 1999 | 2001 |
| Biography | Cullen is a portfolio manager with M&I Investment Management, his employer since January 1999. Previously, he was a portfolio manager at Lincoln Investment Management, Inc. from 1997 to 1998. From 1994 to 1997 he was a fixed income portfolio manager at the Boston Company Asset Management, Inc. and from 1991 to 1994 he worked as portfolio analyst. | ||
| Mark D. Pittman | Vice President, Portfolio Manager | 1998 | 1999 |
| Biography | Pittman is currently a vice president and portfolio manager with M&I Investment Management, his employer since June 1994. Previously, he spent five years as a fixed-income portfolio manager with Valley Trust Company. Pittman holds the Chartered Financial Analyst designation. | ||
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