Roger Bayston is currently a senior vice president and portfolio manager in the Franklin Templeton Fixed Income Group. He graduated from the University of Virginia with a BS degree and holds an MBA from the University of California at Los Angeles. Roger served as a portfolio manager in the Investment Management Group at Bankers Trust Company before joining Franklin Templeton. He is a CFA Charterholder and a member of the CFA Society of San Francisco and the CFA Institute.
Kent Burns graduated from the University of California at San Diego with a BA in quantitative economics and decision sciences, and also holds a master's degree in economic theory from University of California at Santa Barbara. Kent joined Franklin Templeton in 1994 as a research analyst, and is currently a vice president and portfolio manager in the Fixed Income Group. He is a CFA Charterholder and a member of the CFA Society of San Francisco.
David Yuen, senior vice president, serves as a director of quantitative strategy and risk management in the Franklin Templeton Fixed Income department. Yuen develops portfolio strategies and investment processes with emphasis on sector allocation, portfolio construction and relative value security selection procedures. In addition, he implements and manages the risk management system and the performance attribution procedures. Prior to joining Franklin Templeton, Yuen was senior investment officer for Susquehanna Partners and a manager of fixed income trading at Alex Brown, Inc. Yuen holds a B.S., with honors, in chemistry from the California Institute of Technology and an M.B.A., with honors, in finance from the University of California, Los Angeles Graduate School of Management. Yuen is a Chartered Financial Analyst (CFA) charterholder and is a qualified Financial Risk Manager (FRM), as certified by the Global Association of Risk Professionals.
The Fund's investment objective is to provide as high a level of current income as is consistent with prudent investing, while seeking preservation of shareholders' capital. The Fund will use a wide range of investments to efficiently manage its portfolio and to help reduce investment costs and manage portfolio risks. These investments with a targeted average duration of less than three (3) years primarily include various transferable securities such as government and corporate debt securities and convertible debt securities as well as fixed and adjustable rate mortgage-backed debt securities and asset-backed debt securities. The base currency of the Fund is US dollar.
Rank 156/212 Total Return
Rank 126/212 Standard Deviation
Rank 100/212 Max Drawdown
|154||DFA Two-Year Fixed Income Portfolio||USD||
|155||Wilmington Short-Term Bond Fund;Inst||USD||
|156||Franklin US Low Duration A (Mdis) USD||USD||
|156||Janus Henderson Short-Term Bond Fund;T||USD||
|156||Oppenheimer Limited-Term Government Fund;A||USD||
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|126||Lord Abbett Short Duration Income USD A Acc||USD||
|126||PrivilEdge - Baird US Short Duration Bond (USD) MA||USD||
|126||Franklin US Low Duration A (Mdis) USD||USD||
|126||Baird Short-Term Bond Fund;Institutional||USD||
|126||Fidelity Short-Term Bond Fund||USD||
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Month by Month Performance
Returns Vs Risk
- Czech Republic
- United Kingdom
- Launch date29/08/2003
- Share Class size428Mn
- Base currencyUSD
- Min. initial investment5,000
- Min. regular additional investment0
- Annual management0.65%