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Morley Principal Stable Value Fund Class Z (0P000182U7)
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0.022
0.000
0.00%
04/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.35B
Morley Principal Stable Value Fund Class Z
0.022
0.000
0.00%
- Overview
- Profile
- Historical Data
Morley Principal Stable Value Fund Class Z Overview
On this page you'll find an in-depth profile of Morley Principal Stable Value Fund Class Z. Learn about the key management, total assets, investment strategy and contact information of 0P000182U7 among other information.
Investment Strategy
The Fund primarily consists of a diversified portfolio of Stable Value Investment Contracts (Investment Contracts) issued by life insurance companies, banks and other financial institutions, the performance of which may be predicated on underlying fixed income investments. The principal value of these assets is designed to remain stable regardless of stock and bond market fluctuations. The Fund is typically appropriate for investors who desire low volatility, stable principal value, and returns commensurate with a capital preservation objective for a component of their retirement savings. The Fund is designed for long-term retirement investing.
Contact Information
Address
Suite 3300
Portland,OR 97201
United States
Portland,OR 97201
United States
Phone
800-548-4806
Fax
866-320-0014
Web
www.morley.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Dan Kang | - | 2018 | Now |
| Gene Lackershire | - | 2011 | Now |
| Biography | M.B.A. (Finance), Drake University; B.S. (Business/Finance), Briar Cliff University. Fifteen years of experience in finance and investments including fixed income portfolio management/trading and as a plan sponsor. Previously Director of Investments at Portland General Electric, where he was responsible for the oversight of 14 plans and the selection, due diligence and monitoring of 40 different investment managers. Joined the firm in 2000. Rejoined Morley in 2011. | ||
| Shane Johnston | - | 2009 | Now |
| Biography | M.B.A. (Finance/Accounting), Northern Arizona University; B.S. (Economics), University of Oregon. Eleven years of experience in finance and investments including fixed income portfolio management and trading. Mr. Johnston is a member of the firm’s Investment Committee. Joined the firm in 2000. Rejoined Morley in 2009. | ||
| Perpetua M. Phillips | Member | 1999 | Now |
| Biography | M.B.A. (Finance), New York University; B.A. (Economics), Columbia University. Twenty-two years of experience in finance and investments including portfolio management of indexed and total return portfolios and fixed income research and analysis. Ms. Phillips is responsible for investment strategy implementation and asset allocation in client’s portfolios as well as portfolio evaluation. Ms. Phillips is a member of the firm’s Investment Committee. Joined the firm in 1999. | ||
| Mark R. Kummerer | Head | 2003 | 2021 |
| Biography | Kummerer leads the Parkstone taxable fixed-income strategy team. Previously, he spent five years as a fixed-income trader at Bank One Trust Company. A Chartered Financial Analyst, Kummerer is a member of the Association for Investment Management and Research, and the Western Michigan Society of Financial Analysts. He was born April 25, 1958 in Tiffin, Ohio. | ||
| Jason Swokins | Auditor | 2017 | 2019 |
| William Finley | Senior Vice President, Portfolio Manager | 2014 | 2019 |
| Biography | Finley is senior vice president and portfolio manager with ABN AMRO Asset Management. He has been associated with the firm and/or its affiliates since 1985. Finley is a Chartered Financial Analyst. He is a member of the Association for Investment Management and Research and the Investment Analysts Society of Chicago. | ||
| Peter E. Mahoney | Portfolio Manager | 1998 | 2017 |
| Biography | In connection with Victory Capital’s acquisition of RS Investments in 2016,Mahoney became employees of Victory Capital and are members of Victory Capital’s RS Investments Growth team. Mr. Mahoney was a member of the portfolio management team at Logan Circle Partners. Prior to joining Logan Circle Partners, he was the managing director/principal and portfolio manager for the short-intermediate fixed income strategies at Bear Stearns Asset Management. Mr. Mahoney first joined BSAM in 1987, where he served as the director of fixed income until his departure in 1994. He rejoined BSAM as a senior portfolio manager in 1995. Prior to joining BSAM, Mr. Mahoney served as a senior vice president and chief investment officer at Manhattan Life Insurance Company from 1983 to 1987. He received a Bachelor of Arts degree in finance from Indiana University and an MBA in finance from Fairleigh Dickinson University. | ||
| Steven Desouza | - | 2013 | 2017 |
| Biography | B.S. (Finance) Portland State University. Four years of experience in finance and investment research. CFA Level II Candidate (June 2015). Joined the firm in 2012. | ||
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