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Steward Select Bond Fund Class Institutional (SEACX)

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22,26 -0,13    -0,58%
06/06 - Fechado. Moeda em USD
  • Classificação da Morningstar:
  • Total de ativos: 191,39M
Tipo:  Fundo
Mercado:  EUA
Emissor:  Crossmark Steward Funds
Classe de Ativo:  Título
Steward Select Bond Inst 22,26 -0,13 -0,58%

SEACX - Visão Geral

 
Nesta página, você encontrará um perfil aprofundado de Steward Select Bond Fund Class Institutional. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de SEACX, entre outras informações.
Categoria

Intermediate-Term Bond

Total de ativos

191,39M

Despesas

0,73%

Data de início

38261

Informações de Contato

Endereço 5847 San Felipe, Suite 4100
Houston,TX 77057
United States
Telefone (800) 262-6631

Principais Executivos

Nome Título Desde Até
Victoria Fernandez Chief Market Strategist 2014 Agora
Biografia Victoria Fernandez joined Crossmark in July 2012 and serves as the Chief Market Strategist. She works with the firm's executive and research teams to analyze current market trends and provide comments to the media and public around Crossmark's investment outlook. She is also responsible for managing the Fixed Income Investment team and serves as Portfolio Manager on the firm's taxable fixed income products. Victoria began her career in 1994 at Fayez Sarofim & Company, a Houston-based financial advisory firm. During her 18 years at the firm, Victoria enhanced her knowledge of the industry through a variety of roles within the fixed income division including Head Trader, Municipal Portfolio Manager and as an Associate on the management team. Born and raised in Houston, Texas, Victoria remained in her hometown to ear her Bachelor of Arts from Rice University. She also earned her MBA from the May's Business School at Texas A&M University and is a CFA Charterholder. As an active member of her community, Victoria has served on the boards of local non-profit organizations and religious institutions. She stay busy supporting her two children in their athletic and academic pursuits, along with volunteering in National Charity League, a mother-daughter volunteer organization, and Literacy Strong, a non-profit developed by her daughter to fight illiteracy in Houston. Victoria currently resides in Houston, Texas and when not in the office, she enjoys walking her Labradoodle and diving into a good book.
Claude C Cody Portfolio Manager 2010 2016
Biografia Claude Cody began his investment career in 1976 as a securities analyst for American General Insurance Company in Houston. Later he was promoted to portfolio manager in the equity department. After American General, Mr. Cody managed fixed income and equity portfolios for a variety of financial institutions that included pension funds, savings institutions, insurance companies and mutual funds. He was also a Senior Portfolio Manager at AIM Management and was responsible for the AIM Balanced Fund. Mr. Cody has lectured at Boston University, Rice University and the University of Houston.
Edward L. Jaroski President, CEO, co-Founder 2011 2016
Biografia Mr. Jaroski began his career in 1969 and has began to engage in fixed income in the financial services industry since 1972. Mr. Cody’s primary function is performing research. Mr. Cody began his investment career in 1976 as a securities analyst for American General Insurance Company in Houston. Later he was promoted to portfolio manager in the equity department. After American General, Mr. Cody managed fixed income and equity portfolios for a variety of financial institutions that included pension funds, savings institutions, insurance companies and mutual funds. Previously, he was a Senior Portfolio Manager at AIM Management. Mr. Cody joined Capstone Asset Management Company in 2010. He received his MBA from The University of Texas and BA from Vanderbilt University. Mr. Jaroski received his BBA from Temple University and has achieved the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Fellow Life Management Institute (FLMI). Ms. Fernandez and Mr. Cody are both Senior Vice Presidents of CAMCO, while all three are Fixed Income Portfolio Managers and members of the Investment Policy Committee of CAMCO.
Howard S. Potter Senior Fixed Income Portfolio Manager 2004 2011
Biografia Howard Potter joined Roosevelt in 2011 as a Senior Fixed Income Portfolio Manager. Prior to Roosevelt, Mr. Potter was an Executive Vice President and Senior Fixed Income Portfolio Manager at Capstone Asset Management Company. Before joining Capstone, Mr. Potter founded New Castle Advisers, Inc. managing two sub-advised fixed income mutual funds. New Castle merged with Capstone in 1995. Mr. Potter earned his BA from the University of Wisconsin and an MA from Northwestern University.
Edward L. Jaroski President, CEO, co-Founder 2004 2006
Biografia Mr. Jaroski began his career in 1969 and has began to engage in fixed income in the financial services industry since 1972. Mr. Cody’s primary function is performing research. Mr. Cody began his investment career in 1976 as a securities analyst for American General Insurance Company in Houston. Later he was promoted to portfolio manager in the equity department. After American General, Mr. Cody managed fixed income and equity portfolios for a variety of financial institutions that included pension funds, savings institutions, insurance companies and mutual funds. Previously, he was a Senior Portfolio Manager at AIM Management. Mr. Cody joined Capstone Asset Management Company in 2010. He received his MBA from The University of Texas and BA from Vanderbilt University. Mr. Jaroski received his BBA from Temple University and has achieved the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Fellow Life Management Institute (FLMI). Ms. Fernandez and Mr. Cody are both Senior Vice Presidents of CAMCO, while all three are Fixed Income Portfolio Managers and members of the Investment Policy Committee of CAMCO.
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