JPMorgan Short Duration Bond Fund
Name
As of 04/18/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
0.3%
1 yr return
4.0%
3 Yr Avg Return
0.5%
5 Yr Avg Return
1.8%
Net Assets
$7.56 B
Holdings in Top 10
24.7%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.58%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 83.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/18/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
HLLVX - Profile
Distributions
- YTD Total Return 0.3%
- 3 Yr Annualized Total Return 0.5%
- 5 Yr Annualized Total Return 1.8%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 0.86%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameJPMorgan Short Duration Bond Fund
-
Fund Family NameJPMorgan Funds
-
Inception DateJan 03, 1994
-
Shares Outstanding216128682
-
Share ClassI
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerToby Maczka
Fund Description
HLLVX - Performance
Return Ranking - Trailing
Period | HLLVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.3% | -4.9% | 10.9% | 50.00% |
1 Yr | 4.0% | -3.2% | 23.8% | 47.37% |
3 Yr | 0.5%* | -6.8% | 4.0% | 32.03% |
5 Yr | 1.8%* | -4.4% | 4.3% | 25.45% |
10 Yr | 1.4%* | -19.2% | 169.6% | 45.98% |
* Annualized
Return Ranking - Calendar
Period | HLLVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.3% | -5.4% | 7.6% | 39.64% |
2022 | -5.1% | -17.7% | -2.6% | 7.78% |
2021 | -1.3% | -4.0% | 4.4% | 22.18% |
2020 | 2.4% | -8.3% | 7.6% | 32.88% |
2019 | 1.8% | -2.3% | 9.3% | 60.00% |
Total Return Ranking - Trailing
Period | HLLVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.3% | -4.9% | 10.9% | 50.00% |
1 Yr | 4.0% | -3.2% | 23.8% | 47.37% |
3 Yr | 0.5%* | -6.8% | 4.0% | 32.03% |
5 Yr | 1.8%* | -4.4% | 4.3% | 25.45% |
10 Yr | 1.4%* | -19.2% | 169.6% | 45.98% |
* Annualized
Total Return Ranking - Calendar
Period | HLLVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 5.4% | -1.1% | 15.2% | 57.27% |
2022 | -3.7% | -17.3% | -1.3% | 19.07% |
2021 | -0.1% | -2.7% | 7.7% | 51.82% |
2020 | 4.5% | -4.4% | 14.5% | 40.12% |
2019 | 4.3% | 0.6% | 12.6% | 65.66% |
NAV & Total Return History
HLLVX - Holdings
Concentration Analysis
HLLVX | Category Low | Category High | HLLVX % Rank | |
---|---|---|---|---|
Net Assets | 7.56 B | 14.5 K | 57.3 B | 14.57% |
Number of Holdings | 1378 | 2 | 9251 | 11.15% |
Net Assets in Top 10 | 1.62 B | 1.16 M | 6.6 B | 19.06% |
Weighting of Top 10 | 24.66% | 1.8% | 108.7% | 52.52% |
Top 10 Holdings
- U.S. Treasury Bills 4.98%
- U.S. Treasury Notes 4.47%
- JPMorgan U.S. Government Money Market Fund, Class Institutional 3.99%
- U.S. Treasury Notes 3.00%
- U.S. Treasury Notes 2.31%
- U.S. Treasury Notes 2.24%
- U.S. Treasury Notes 1.51%
- U.S. Treasury Notes 0.78%
- Morgan Stanley 0.71%
- Citigroup, Inc. 0.68%
Asset Allocation
Weighting | Return Low | Return High | HLLVX % Rank | |
---|---|---|---|---|
Bonds | 69.01% | 0.00% | 130.68% | 82.37% |
Other | 22.06% | -0.97% | 72.36% | 16.55% |
Cash | 9.15% | -20.59% | 62.18% | 13.85% |
Convertible Bonds | 6.47% | 0.00% | 27.71% | 6.49% |
Stocks | 0.00% | 0.00% | 103.64% | 87.05% |
Preferred Stocks | 0.00% | 0.00% | 22.27% | 85.79% |
Bond Sector Breakdown
Weighting | Return Low | Return High | HLLVX % Rank | |
---|---|---|---|---|
Securitized | 44.95% | 0.00% | 97.27% | 15.50% |
Corporate | 34.05% | 0.00% | 100.00% | 61.80% |
Government | 16.61% | 0.00% | 73.63% | 52.43% |
Cash & Equivalents | 9.15% | 0.00% | 62.18% | 11.51% |
Derivative | 0.04% | -0.55% | 28.01% | 43.17% |
Municipal | 0.00% | 0.00% | 17.46% | 91.35% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | HLLVX % Rank | |
---|---|---|---|---|
US | 69.01% | 0.00% | 130.68% | 80.94% |
Non US | 0.00% | 0.00% | 83.16% | 86.15% |
HLLVX - Expenses
Operational Fees
HLLVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.58% | 0.01% | 3.24% | 62.79% |
Management Fee | 0.22% | 0.00% | 1.19% | 22.30% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.08% | 0.01% | 0.50% | 46.29% |
Sales Fees
HLLVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.50% | 5.75% | N/A |
Deferred Load | N/A | 0.50% | 4.00% | N/A |
Trading Fees
HLLVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
HLLVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 83.00% | 2.00% | 500.00% | 55.76% |
HLLVX - Distributions
Dividend Yield Analysis
HLLVX | Category Low | Category High | HLLVX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 10.70% | 73.38% |
Dividend Distribution Analysis
HLLVX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Monthly | Monthly |
Net Income Ratio Analysis
HLLVX | Category Low | Category High | HLLVX % Rank | |
---|---|---|---|---|
Net Income Ratio | 0.86% | -1.27% | 4.98% | 68.01% |
Capital Gain Distribution Analysis
HLLVX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 27, 2024 | $0.034 | OrdinaryDividend |
Feb 28, 2024 | $0.032 | OrdinaryDividend |
Jan 30, 2024 | $0.029 | OrdinaryDividend |
Dec 28, 2023 | $0.034 | OrdinaryDividend |
Nov 29, 2023 | $0.030 | OrdinaryDividend |
Oct 30, 2023 | $0.029 | OrdinaryDividend |
Sep 28, 2023 | $0.028 | OrdinaryDividend |
Aug 30, 2023 | $0.029 | OrdinaryDividend |
Jul 28, 2023 | $0.026 | OrdinaryDividend |
Jun 29, 2023 | $0.026 | OrdinaryDividend |
May 30, 2023 | $0.024 | OrdinaryDividend |
Apr 27, 2023 | $0.026 | OrdinaryDividend |
Mar 30, 2023 | $0.024 | OrdinaryDividend |
Feb 27, 2023 | $0.021 | OrdinaryDividend |
Jan 30, 2023 | $0.019 | OrdinaryDividend |
Dec 29, 2022 | $0.021 | OrdinaryDividend |
Nov 29, 2022 | $0.019 | OrdinaryDividend |
Oct 28, 2022 | $0.017 | OrdinaryDividend |
Sep 29, 2022 | $0.016 | OrdinaryDividend |
Aug 30, 2022 | $0.006 | OrdinaryDividend |
Jul 28, 2022 | $0.012 | OrdinaryDividend |
Jun 29, 2022 | $0.012 | OrdinaryDividend |
May 27, 2022 | $0.011 | OrdinaryDividend |
Apr 28, 2022 | $0.012 | OrdinaryDividend |
Mar 30, 2022 | $0.010 | OrdinaryDividend |
Feb 25, 2022 | $0.009 | OrdinaryDividend |
Jan 28, 2022 | $0.007 | OrdinaryDividend |
Dec 30, 2021 | $0.010 | OrdinaryDividend |
Nov 29, 2021 | $0.008 | OrdinaryDividend |
Oct 28, 2021 | $0.008 | OrdinaryDividend |
Sep 29, 2021 | $0.008 | OrdinaryDividend |
Aug 30, 2021 | $0.008 | OrdinaryDividend |
Jul 29, 2021 | $0.008 | OrdinaryDividend |
Jun 29, 2021 | $0.009 | OrdinaryDividend |
May 27, 2021 | $0.010 | OrdinaryDividend |
Apr 29, 2021 | $0.012 | OrdinaryDividend |
Mar 30, 2021 | $0.011 | OrdinaryDividend |
Feb 25, 2021 | $0.010 | OrdinaryDividend |
Jan 28, 2021 | $0.011 | OrdinaryDividend |
Dec 30, 2020 | $0.014 | OrdinaryDividend |
Nov 27, 2020 | $0.014 | OrdinaryDividend |
Oct 29, 2020 | $0.015 | OrdinaryDividend |
Sep 29, 2020 | $0.015 | OrdinaryDividend |
Aug 28, 2020 | $0.014 | OrdinaryDividend |
Jul 30, 2020 | $0.016 | OrdinaryDividend |
Jun 29, 2020 | $0.019 | OrdinaryDividend |
May 28, 2020 | $0.020 | OrdinaryDividend |
Apr 29, 2020 | $0.023 | OrdinaryDividend |
Mar 30, 2020 | $0.021 | OrdinaryDividend |
Feb 27, 2020 | $0.019 | OrdinaryDividend |
Jan 30, 2020 | $0.019 | OrdinaryDividend |
Dec 30, 2019 | $0.022 | OrdinaryDividend |
Nov 27, 2019 | $0.022 | OrdinaryDividend |
Oct 30, 2019 | $0.022 | OrdinaryDividend |
Sep 27, 2019 | $0.023 | OrdinaryDividend |
Aug 29, 2019 | $0.023 | OrdinaryDividend |
Jul 30, 2019 | $0.024 | OrdinaryDividend |
Jun 27, 2019 | $0.021 | OrdinaryDividend |
May 30, 2019 | $0.022 | OrdinaryDividend |
Apr 29, 2019 | $0.024 | OrdinaryDividend |
Mar 28, 2019 | $0.021 | OrdinaryDividend |
Feb 27, 2019 | $0.019 | OrdinaryDividend |
Jan 30, 2019 | $0.020 | OrdinaryDividend |
Dec 28, 2018 | $0.018 | OrdinaryDividend |
Nov 29, 2018 | $0.018 | OrdinaryDividend |
Oct 30, 2018 | $0.017 | OrdinaryDividend |
Sep 27, 2018 | $0.017 | OrdinaryDividend |
Aug 30, 2018 | $0.016 | OrdinaryDividend |
Jul 30, 2018 | $0.015 | OrdinaryDividend |
Jun 28, 2018 | $0.015 | OrdinaryDividend |
May 30, 2018 | $0.014 | OrdinaryDividend |
Apr 27, 2018 | $0.015 | OrdinaryDividend |
Mar 28, 2018 | $0.014 | OrdinaryDividend |
Feb 27, 2018 | $0.013 | OrdinaryDividend |
Jan 30, 2018 | $0.012 | OrdinaryDividend |
Dec 28, 2017 | $0.013 | OrdinaryDividend |
Nov 29, 2017 | $0.012 | OrdinaryDividend |
Oct 30, 2017 | $0.013 | OrdinaryDividend |
Sep 28, 2017 | $0.011 | OrdinaryDividend |
Aug 30, 2017 | $0.011 | OrdinaryDividend |
Jul 28, 2017 | $0.010 | OrdinaryDividend |
Jun 29, 2017 | $0.011 | OrdinaryDividend |
May 30, 2017 | $0.010 | OrdinaryDividend |
Apr 27, 2017 | $0.012 | OrdinaryDividend |
Mar 30, 2017 | $0.012 | OrdinaryDividend |
Feb 27, 2017 | $0.009 | OrdinaryDividend |
Jan 30, 2017 | $0.008 | OrdinaryDividend |
Dec 29, 2016 | $0.009 | OrdinaryDividend |
Nov 29, 2016 | $0.008 | OrdinaryDividend |
Oct 28, 2016 | $0.009 | OrdinaryDividend |
Sep 29, 2016 | $0.005 | OrdinaryDividend |
Aug 30, 2016 | $0.007 | OrdinaryDividend |
Jul 28, 2016 | $0.008 | OrdinaryDividend |
Jun 29, 2016 | $0.007 | OrdinaryDividend |
May 27, 2016 | $0.008 | OrdinaryDividend |
Apr 28, 2016 | $0.009 | OrdinaryDividend |
Mar 30, 2016 | $0.008 | OrdinaryDividend |
Feb 26, 2016 | $0.007 | OrdinaryDividend |
Jan 28, 2016 | $0.006 | OrdinaryDividend |
Dec 30, 2015 | $0.008 | OrdinaryDividend |
Nov 27, 2015 | $0.007 | OrdinaryDividend |
Oct 29, 2015 | $0.009 | OrdinaryDividend |
Sep 29, 2015 | $0.009 | OrdinaryDividend |
Aug 28, 2015 | $0.009 | OrdinaryDividend |
Jul 30, 2015 | $0.010 | OrdinaryDividend |
Jun 29, 2015 | $0.009 | OrdinaryDividend |
May 28, 2015 | $0.007 | OrdinaryDividend |
Apr 29, 2015 | $0.009 | OrdinaryDividend |
Mar 30, 2015 | $0.006 | OrdinaryDividend |
Feb 26, 2015 | $0.007 | OrdinaryDividend |
Jan 30, 2015 | $0.008 | OrdinaryDividend |
Dec 31, 2014 | $0.012 | OrdinaryDividend |
Dec 01, 2014 | $0.007 | OrdinaryDividend |
Nov 03, 2014 | $0.009 | OrdinaryDividend |
Oct 01, 2014 | $0.008 | OrdinaryDividend |
Sep 02, 2014 | $0.008 | OrdinaryDividend |
Aug 01, 2014 | $0.010 | OrdinaryDividend |
Jul 01, 2014 | $0.008 | OrdinaryDividend |
Jun 02, 2014 | $0.004 | OrdinaryDividend |
May 01, 2014 | $0.005 | OrdinaryDividend |
Apr 01, 2014 | $0.006 | OrdinaryDividend |
Mar 03, 2014 | $0.007 | OrdinaryDividend |
Feb 03, 2014 | $0.007 | OrdinaryDividend |
Jan 02, 2014 | $0.014 | OrdinaryDividend |
Dec 02, 2013 | $0.008 | OrdinaryDividend |
Nov 01, 2013 | $0.009 | OrdinaryDividend |
Oct 01, 2013 | $0.007 | OrdinaryDividend |
Sep 03, 2013 | $0.007 | OrdinaryDividend |
Aug 01, 2013 | $0.008 | OrdinaryDividend |
Jul 01, 2013 | $0.008 | OrdinaryDividend |
Jun 03, 2013 | $0.008 | OrdinaryDividend |
May 01, 2013 | $0.008 | OrdinaryDividend |
Apr 01, 2013 | $0.010 | OrdinaryDividend |
Mar 01, 2013 | $0.009 | OrdinaryDividend |
Feb 01, 2013 | $0.009 | OrdinaryDividend |
Jan 02, 2013 | $0.013 | OrdinaryDividend |
Dec 03, 2012 | $0.009 | OrdinaryDividend |
Nov 01, 2012 | $0.011 | OrdinaryDividend |
Oct 01, 2012 | $0.009 | OrdinaryDividend |
Sep 04, 2012 | $0.011 | OrdinaryDividend |
Aug 01, 2012 | $0.012 | OrdinaryDividend |
Jul 02, 2012 | $0.011 | OrdinaryDividend |
Jun 01, 2012 | $0.012 | OrdinaryDividend |
May 01, 2012 | $0.012 | OrdinaryDividend |
Apr 02, 2012 | $0.013 | OrdinaryDividend |
Mar 01, 2012 | $0.012 | OrdinaryDividend |
Feb 01, 2012 | $0.013 | OrdinaryDividend |
Jan 03, 2012 | $0.015 | OrdinaryDividend |
Dec 01, 2011 | $0.014 | OrdinaryDividend |
Nov 01, 2011 | $0.015 | OrdinaryDividend |
Oct 03, 2011 | $0.015 | OrdinaryDividend |
Sep 01, 2011 | $0.016 | OrdinaryDividend |
Aug 01, 2011 | $0.015 | OrdinaryDividend |
Jul 01, 2011 | $0.015 | OrdinaryDividend |
Jun 01, 2011 | $0.016 | OrdinaryDividend |
May 02, 2011 | $0.015 | OrdinaryDividend |
Apr 01, 2011 | $0.015 | OrdinaryDividend |
Mar 01, 2011 | $0.014 | OrdinaryDividend |
Feb 01, 2011 | $0.014 | OrdinaryDividend |
Jan 03, 2011 | $0.016 | OrdinaryDividend |
Dec 01, 2010 | $0.015 | OrdinaryDividend |
Nov 01, 2010 | $0.016 | OrdinaryDividend |
Oct 01, 2010 | $0.015 | OrdinaryDividend |
Sep 01, 2010 | $0.015 | OrdinaryDividend |
Aug 02, 2010 | $0.016 | OrdinaryDividend |
Jul 01, 2010 | $0.015 | OrdinaryDividend |
Jun 01, 2010 | $0.018 | OrdinaryDividend |
May 03, 2010 | $0.018 | OrdinaryDividend |
Apr 01, 2010 | $0.013 | OrdinaryDividend |
Mar 01, 2010 | $0.019 | OrdinaryDividend |
Feb 01, 2010 | $0.020 | OrdinaryDividend |
Jan 04, 2010 | $0.023 | OrdinaryDividend |
Dec 01, 2009 | $0.021 | OrdinaryDividend |
Nov 02, 2009 | $0.023 | OrdinaryDividend |
Oct 01, 2009 | $0.023 | OrdinaryDividend |
Sep 01, 2009 | $0.025 | OrdinaryDividend |
Aug 03, 2009 | $0.026 | OrdinaryDividend |
Jul 01, 2009 | $0.024 | OrdinaryDividend |
Jun 01, 2009 | $0.025 | OrdinaryDividend |
May 01, 2009 | $0.027 | OrdinaryDividend |
Apr 01, 2009 | $0.029 | OrdinaryDividend |
Mar 02, 2009 | $0.028 | OrdinaryDividend |
Feb 02, 2009 | $0.027 | OrdinaryDividend |
Jan 02, 2009 | $0.037 | OrdinaryDividend |
Dec 01, 2008 | $0.037 | OrdinaryDividend |
Nov 03, 2008 | $0.034 | OrdinaryDividend |
Oct 01, 2008 | $0.033 | OrdinaryDividend |
Sep 02, 2008 | $0.034 | OrdinaryDividend |
Aug 01, 2008 | $0.034 | OrdinaryDividend |
Jul 01, 2008 | $0.034 | OrdinaryDividend |
Jun 02, 2008 | $0.034 | OrdinaryDividend |
May 01, 2008 | $0.033 | OrdinaryDividend |
Apr 01, 2008 | $0.036 | OrdinaryDividend |
Mar 03, 2008 | $0.036 | OrdinaryDividend |
Feb 01, 2008 | $0.038 | OrdinaryDividend |
Jan 02, 2008 | $0.035 | OrdinaryDividend |
Dec 03, 2007 | $0.031 | OrdinaryDividend |
Nov 01, 2007 | $0.037 | OrdinaryDividend |
Oct 01, 2007 | $0.040 | OrdinaryDividend |
Sep 04, 2007 | $0.040 | OrdinaryDividend |
Aug 01, 2007 | $0.039 | OrdinaryDividend |
Jul 02, 2007 | $0.039 | OrdinaryDividend |
Jun 01, 2007 | $0.040 | OrdinaryDividend |
May 01, 2007 | $0.037 | OrdinaryDividend |
Apr 02, 2007 | $0.040 | OrdinaryDividend |
Mar 01, 2007 | $0.036 | OrdinaryDividend |
Feb 01, 2007 | $0.039 | OrdinaryDividend |
Jan 02, 2007 | $0.037 | OrdinaryDividend |
Dec 01, 2006 | $0.037 | OrdinaryDividend |
Nov 01, 2006 | $0.037 | OrdinaryDividend |
Oct 02, 2006 | $0.036 | OrdinaryDividend |
Sep 01, 2006 | $0.035 | OrdinaryDividend |
Aug 01, 2006 | $0.035 | OrdinaryDividend |
Jul 03, 2006 | $0.034 | OrdinaryDividend |
Jun 01, 2006 | $0.033 | OrdinaryDividend |
May 01, 2006 | $0.031 | OrdinaryDividend |
Apr 03, 2006 | $0.031 | OrdinaryDividend |
Mar 01, 2006 | $0.028 | OrdinaryDividend |
Feb 01, 2006 | $0.028 | OrdinaryDividend |
Jan 03, 2006 | $0.030 | OrdinaryDividend |
Dec 01, 2005 | $0.029 | OrdinaryDividend |
Nov 01, 2005 | $0.028 | OrdinaryDividend |
Oct 03, 2005 | $0.027 | OrdinaryDividend |
Sep 01, 2005 | $0.028 | OrdinaryDividend |
Aug 01, 2005 | $0.027 | OrdinaryDividend |
Jun 30, 2005 | $0.028 | OrdinaryDividend |
Jun 01, 2005 | $0.029 | OrdinaryDividend |
May 02, 2005 | $0.026 | OrdinaryDividend |
Apr 01, 2005 | $0.027 | OrdinaryDividend |
Mar 01, 2005 | $0.029 | OrdinaryDividend |
Feb 01, 2005 | $0.024 | OrdinaryDividend |
Jan 03, 2005 | $0.026 | OrdinaryDividend |
HLLVX - Fund Manager Analysis
Managers
Toby Maczka
Start Date
Tenure
Tenure Rank
Mar 27, 2019
3.18
3.2%
Toby Maczka, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Toby is a portfolio manager on the Short Duration Team which is responsible for multi-sector investment strategies including short-core, short-core plus, short-custom solutions, and stable value. An employee since 2002, Toby previously was a corporate credit analyst with the firm, and at AEP Energy Services. Toby holds a B.A. in business administration from Taylor University, an M.B.A. from The Ohio State University and is a CFA charterholder.
Cary Fitzgerald
Start Date
Tenure
Tenure Rank
Sep 04, 2019
2.74
2.7%
Cary Fitzgerald, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Cary is the head of the Short Duration Team which is responsible for multi-sector investment strategies including short-core, short-core plus, short-custom solutions, and stable value. An employee since 2000, Cary previously worked on the Fixed Income Client Portfolio Management Team in the Private Bank and as an analyst within the Internal Consulting Services (ICS) Leadership Development Program. Cary holds a B.B.A. from the College of William and Mary.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 28.77 | 6.13 | 2.41 |