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Penn Series Funds, Inc. Mid Core Value Fund (0P00003E2M)
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35.300
-0.190
-0.54%
- Morningstar Rating:
- Total Assets: 77.96M
Penn Series Fund Mid Core Value Fund
35.300
-0.190
-0.54%
- Overview
- Profile
- Historical Data
- Holdings
Penn Series Funds, Inc. Mid Core Value Fund Overview
On this page you'll find an in-depth profile of Penn Series Funds, Inc. Mid Core Value Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00003E2M among other information.
Investment Strategy
The investment seeks capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of medium capitalization companies. Equity securities include common stock, preferred stock, and equity-equivalent securities, such as convertible securities, stock futures contracts or stock index futures contracts. The Sub-Adviser considers medium size companies whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies, for inclusion in the fund's portfolio.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nathan Rawlins | - | 2022 | Now |
| Biography | Mr. Rawlins, Portfolio Manager and Senior Investment Analyst, has been a member of the team that manages the fund since joining American Century in 2015 as an investment analyst. He became a senior investment analyst in 2020 and a portfolio manager in 2022. He has a bachelor’s degree from the University of Kansas and an MBA from the Kelley School of Business, Indiana University. He is a CFA charterholder. | ||
| Kevin Toney | CIO (Chief Investment Officer) | 2013 | Now |
| Biography | Kevin Toney, CFA, CIO, senior vice president and senior portfolio manager for American Century Investments, joined the company in 1999 as an investment analyst and became a portfolio manager in 2006. Kevin is responsible for the teams that manage the company’s value and real estate equity strategies that comprise the firm’s Global Value Equity discipline. Before joining American Century Investments, Kevin was an associate in the M&A group of Toronto Dominion Securities. He has worked in the investment industry since 1993. | ||
| Brian Woglom | Vice President | 2013 | Now |
| Biography | Brian have more than five years of experience with American Century. He was a member of the team of investment professionals managing the U.S. Value Yield, U.S. Value, U.S. Large Cap Value, U.S. Mid Cap Value and U.S. Equity Market Neutral Value strategies and related accounts, and he co-manages U.S. Large Cap Value, U.S. Value, U.S. Mid Cap Value and U.S. Equity Market Neutral Value. He joined American Century Investments in 2005. Previously, Brian was an investment analyst for Argo Partners and an analyst for the portfolio management unit of Metropolitan Life Insurance Co. He has worked in the investment industry since 1998. Brian earned a bachelor's degree in economics from Amherst College and a master’s degree in business administration from the University of Michigan. He is a CFA® charterholder and a member of the CFA Institute. | ||
| Michael Liss | Vice President | 2013 | Now |
| Biography | Michael Liss, CFA, is Vice President and Senior Portfolio Manager of American Century. Mr. Liss has been with American Century since 1998. He holds a bachelor’s degree in accounting and finance from Albright College and an MBA in finance from Indiana University. | ||
| Phillip N. Davidson | Senior Vice President | 2013 | 2022 |
| Biography | Mr. Davidson, CFA, is a senior vice president and executive portfolio manager for American Century Investments. Prior to joining American Century in 1993, Phil was vice president and equity portfolio manager for Boatmen’s Trust Company in St. Louis. During his 11 years at Boatmen’s, he specialized in the management of institutional equity accounts using a value-oriented investment style. He has worked in the financial industry since 1980. Phil holds a bachelor’s degree in business administration and a master’s degree in finance from Illinois State University. | ||
| Robert P. Fetch | Partner | 2009 | 2013 |
| Biography | Mr. Fetch is the lead portfolio manager of the multi, large, and mid cap value equity strategies and oversees the domestic equity portfolio managers. Mr. Fetch joined Lord Abbett in 1995 as the lead portfolio manager of the small cap value equity strategy portfolio and Director of Small, Smid, Multi and Micro Value Equities. He was named Partner in 1998. His prior experience includes: Managing Director at Prudential Investment Advisors; Senior Investment Officer at Chemical Bank/Favia Hill & Associates; and Equity Analyst/Trader at Mutual Benefit Life. Mr. Fetch received a BS from Bucknell University and an MBA from Seton Hall University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1977. | ||
| Jeff D. Diamond | Portfolio Manager | 2008 | 2013 |
| Biography | Mr. Diamond, portfolio manager, joined Lord Abbett in 2007 as a research analyst for the mid cap value equity strategy. His prior experience includes: Managing Director at Axia Capital Management, LLC; Senior Vice President, Portfolio Manager at Franklin Mutual Advisers; Vice President, Assistant Portfolio Manager at Prudential Mutual Funds; and Vice President, Financial Restructuring, at Prudential Capital Group. Mr. Diamond received a BS from Cornell University and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987. | ||
| Howard E. Hansen | Managing Member | 2005 | 2009 |
| Biography | Howard E. Hansen, CFA is the co-founder, Managing Member and Portfolio Manager of Linde, Hansen & Co., LLC. Prior to forming Linde, Hansen & Co., LLC in 2009, Mr. Hansen was a Partner and Portfolio Manager at Lord, Abbett & Co. through 2008, which he joined in 1995. Previously, he was an Equity Analyst at Alfred Berg, Inc., Tiger Management and Kidder, Peabody & Co. Mr. Hansen earned a BS, economics from Clarkson University, an MBA from Columbia University and is a holder of the Chartered Financial Analyst (CFA) designation. | ||
| Edward K. von der Linde | Managing Member | 2002 | 2008 |
| Biography | Edward K. von der Linde is the co-founder, Managing Member and Portfolio Manager of Linde, Hansen & Co., LLC. Prior to forming Linde, Hansen & Co., LLC in 2009, Mr. von der Linde was a Partner and Director, Mid-Cap Value Equities at Lord, Abbett & Co. through mid-2008, which he joined in 1988. Previously, he had been an Equity Analyst at New York Life Insurance. Mr. von der Linde earned a BA in international relations from Lake Forest College and an MBA from New York University. | ||
| David G. Builder | Portfolio Manager | 2006 | 2007 |
| Biography | Builder is a portfolio manager with Lord Abbett & Company, his employer since 1998. Prior to joining the firm, he was an analyst with Bear Stearns from 1996 to 1998 and at Weiss Peck & Greer from 1994 to 1995. | ||
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