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11.160
+0.020
+0.18%
09/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.11B
Wellington CIF II Core Bond Plus
11.160
+0.020
+0.18%
- Overview
- Profile
- Historical Data
- Holdings
Wellington Cif Ii Core Bond Plus Overview
On this page you'll find an in-depth profile of Wellington Cif Ii Core Bond Plus. Learn about the key management, total assets, investment strategy and contact information of 0P00009SDH among other information.
Investment Strategy
The investment objective of a Core Bond Plus portfolio is to achieve a long-term total rate of return well in excess of the Barclays Aggregate Bond Index.
Contact Information
Address
280 Congress Street
Boston,MA 02210
United States
Boston,MA 02210
United States
Phone
617-951-5000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joseph F. Marvan | Senior Vice President | 2003 | Now |
| Biography | Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios. Prior to joining Wellington Management in 2003, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996). Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Lucius T. Hill | Senior Vice President | 2000 | 2016 |
| Biography | Lucius T. (L.T.) Hill, Ill is Senior Vice President, Partner, and Fixed Income Portfolio Manager, and is involved in portfolio management and securities analysis. L.T. is a fixed income portfolio manager on the US Broad Market Team. He leads the specialist team responsible for the development of interest rate and yield curve strategies. He is also a long-standing member of the Corporate Bond Strategy Group. Prior to joining the Wellington Management Co LLP. in 1993, L.T. was a corporate bond trader at C.S First Boston Corporation (1986 — 1991) and a money market trader at Dean Witter Reynolds (1983 — 1986). L.T. holds his MBA from Columbia University (1993) and his BA in economics and political science from Yale University (1983). | ||
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