DTF Tax-Free Income 2028 Term Fund Inc.
Name
As of 03/27/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-1.0%
1 yr return
-2.7%
3 Yr Avg Return
-8.2%
5 Yr Avg Return
-4.1%
Net Assets
$95.3 M
Holdings in Top 10
15.4%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 2.37%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 10.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Closed-end mutual fund
Name
As of 03/27/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
XDTFX - Profile
Distributions
- YTD Total Return -1.0%
- 3 Yr Annualized Total Return -8.2%
- 5 Yr Annualized Total Return -4.1%
- Capital Gain Distribution Frequency N/A
- Net Income Ratio 2.57%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameDTF Tax-Free Income 2028 Term Fund Inc.
-
Fund Family NameDuff & Phelps
-
Inception DateJul 08, 2005
-
Shares Outstanding7029567
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerLisa Leonard
Fund Description
XDTFX - Performance
Return Ranking - Trailing
Period | XDTFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -1.0% | -2.7% | 12.2% | 96.06% |
1 Yr | -2.7% | -3.0% | 38.5% | 99.94% |
3 Yr | -8.2%* | -10.3% | 3.3% | 99.34% |
5 Yr | -4.1%* | -5.7% | 1102.9% | 99.31% |
10 Yr | -0.2%* | -0.2% | 248.3% | 100.00% |
* Annualized
Return Ranking - Calendar
Period | XDTFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -0.5% | -1.4% | 41.0% | 99.81% |
2022 | -20.2% | -39.7% | 0.3% | 96.58% |
2021 | -2.9% | -5.6% | 6.9% | 99.80% |
2020 | 2.4% | -2.6% | 310.0% | 18.12% |
2019 | 5.7% | 0.0% | 26.0% | 7.91% |
Total Return Ranking - Trailing
Period | XDTFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -1.0% | -2.7% | 12.2% | 96.06% |
1 Yr | -2.7% | -3.0% | 38.5% | 99.94% |
3 Yr | -8.2%* | -10.3% | 3.3% | 99.34% |
5 Yr | -4.1%* | -5.7% | 1102.9% | 99.31% |
10 Yr | -0.2%* | -0.2% | 248.3% | 100.00% |
* Annualized
Total Return Ranking - Calendar
Period | XDTFX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -0.5% | -1.3% | 41.0% | 99.94% |
2022 | -20.2% | -39.7% | 1.1% | 96.58% |
2021 | -2.9% | -4.8% | 23761504.0% | 99.80% |
2020 | 2.4% | -1.5% | 17057.9% | 85.60% |
2019 | 7.1% | 0.2% | 3514.6% | 32.18% |
NAV & Total Return History
XDTFX - Holdings
Concentration Analysis
XDTFX | Category Low | Category High | XDTFX % Rank | |
---|---|---|---|---|
Net Assets | 95.3 M | 3.48 M | 68.1 B | 86.14% |
Number of Holdings | 178 | 2 | 12848 | 64.82% |
Net Assets in Top 10 | 26.2 M | -317 M | 3.4 B | 81.19% |
Weighting of Top 10 | 15.41% | 1.9% | 100.4% | 60.99% |
Top 10 Holdings
- MASSACHUSETTS BAY TRANSN AUTH MASS SALES TAX REV 5.5% 2.24%
- NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 2.4% 1.59%
- SEMINOLE CNTY FLA SALES TAX REV 5.25% 1.50%
- SEMINOLE CNTY FLA SCH BRD CTFS PARTN 5% 1.47%
- MIAMI-DADE CNTY FLA SCH BRD CTFS PARTN 5% 1.47%
- FLORIDA ST BRD GOVERNORS FLA ST UNIV DORM REV 5% 1.45%
- ILLINOIS ST 5.5% 1.44%
- PUBLIC AUTH FOR COLO ENERGY NAT GAS PUR REV 6.25% 1.44%
- RIVERSIDE CNTY CALIF SINGLE FAMILY REV 7.8% 1.44%
- INDIANA FIN AUTH HOSP REV 5% 1.41%
Asset Allocation
Weighting | Return Low | Return High | XDTFX % Rank | |
---|---|---|---|---|
Bonds | 96.83% | 0.00% | 150.86% | 78.82% |
Cash | 2.09% | -50.86% | 50.09% | 31.96% |
Other | 1.08% | -8.54% | 33.35% | 3.35% |
Stocks | 0.00% | 0.00% | 99.80% | 53.77% |
Preferred Stocks | 0.00% | 0.00% | 0.52% | 47.55% |
Convertible Bonds | 0.00% | 0.00% | 0.93% | 47.54% |
Bond Sector Breakdown
Weighting | Return Low | Return High | XDTFX % Rank | |
---|---|---|---|---|
Municipal | 97.89% | 44.39% | 100.00% | 56.99% |
Cash & Equivalents | 2.11% | 0.00% | 48.02% | 16.95% |
Derivative | 0.00% | -8.54% | 23.38% | 47.94% |
Securitized | 0.00% | 0.00% | 5.93% | 48.38% |
Corporate | 0.00% | 0.00% | 9.41% | 57.05% |
Government | 0.00% | 0.00% | 52.02% | 51.68% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | XDTFX % Rank | |
---|---|---|---|---|
US | 96.83% | 0.00% | 142.23% | 75.32% |
Non US | 0.00% | 0.00% | 23.89% | 52.19% |
XDTFX - Expenses
Operational Fees
XDTFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 2.37% | 0.01% | 20.65% | 1.48% |
Management Fee | 0.50% | 0.00% | 1.20% | 83.19% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | 0.15% | 0.01% | 0.44% | 64.30% |
Sales Fees
XDTFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.50% | 4.75% | N/A |
Deferred Load | N/A | 0.25% | 5.00% | N/A |
Trading Fees
XDTFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 1.00% | 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.
XDTFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 10.00% | 0.00% | 283.00% | 21.86% |
XDTFX - Distributions
Dividend Yield Analysis
XDTFX | Category Low | Category High | XDTFX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 14.36% | 97.62% |
Dividend Distribution Analysis
XDTFX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
XDTFX | Category Low | Category High | XDTFX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.57% | -0.53% | 5.33% | 15.79% |
Capital Gain Distribution Analysis
XDTFX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Jun 28, 2019 | $0.035 | OrdinaryDividend |
May 31, 2019 | $0.035 | OrdinaryDividend |
Apr 30, 2019 | $0.035 | OrdinaryDividend |
Mar 29, 2019 | $0.035 | OrdinaryDividend |
Feb 28, 2019 | $0.035 | OrdinaryDividend |
Jan 31, 2019 | $0.035 | OrdinaryDividend |
Dec 31, 2018 | $0.035 | OrdinaryDividend |
Nov 30, 2018 | $0.035 | OrdinaryDividend |
Oct 31, 2018 | $0.035 | OrdinaryDividend |
Sep 28, 2018 | $0.050 | OrdinaryDividend |
Aug 31, 2018 | $0.050 | OrdinaryDividend |
Jul 31, 2018 | $0.050 | OrdinaryDividend |
Jun 29, 2018 | $0.050 | OrdinaryDividend |
May 31, 2018 | $0.050 | OrdinaryDividend |
Apr 30, 2018 | $0.050 | OrdinaryDividend |
Mar 29, 2018 | $0.050 | OrdinaryDividend |
Feb 28, 2018 | $0.050 | OrdinaryDividend |
Jan 31, 2018 | $0.050 | OrdinaryDividend |
Dec 29, 2017 | $0.050 | OrdinaryDividend |
Nov 30, 2017 | $0.050 | OrdinaryDividend |
Oct 31, 2017 | $0.050 | OrdinaryDividend |
Sep 29, 2017 | $0.050 | OrdinaryDividend |
Aug 31, 2017 | $0.050 | OrdinaryDividend |
Jul 31, 2017 | $0.050 | OrdinaryDividend |
Jun 30, 2017 | $0.050 | OrdinaryDividend |
May 31, 2017 | $0.050 | OrdinaryDividend |
Apr 28, 2017 | $0.050 | OrdinaryDividend |
Mar 31, 2017 | $0.070 | OrdinaryDividend |
Feb 28, 2017 | $0.070 | OrdinaryDividend |
Jan 31, 2017 | $0.070 | OrdinaryDividend |
Dec 30, 2016 | $0.070 | OrdinaryDividend |
Nov 30, 2016 | $0.070 | OrdinaryDividend |
Oct 31, 2016 | $0.070 | OrdinaryDividend |
Sep 30, 2016 | $0.070 | OrdinaryDividend |
Aug 31, 2016 | $0.070 | OrdinaryDividend |
Jul 29, 2016 | $0.070 | OrdinaryDividend |
Jun 30, 2016 | $0.070 | OrdinaryDividend |
May 31, 2016 | $0.070 | OrdinaryDividend |
Apr 29, 2016 | $0.070 | OrdinaryDividend |
Mar 31, 2016 | $0.070 | OrdinaryDividend |
Feb 29, 2016 | $0.070 | OrdinaryDividend |
Jan 29, 2016 | $0.070 | OrdinaryDividend |
Jan 05, 2016 | $0.038 | ExtraDividend |
Dec 31, 2015 | $0.070 | OrdinaryDividend |
Nov 30, 2015 | $0.070 | OrdinaryDividend |
Oct 30, 2015 | $0.070 | OrdinaryDividend |
Sep 30, 2015 | $0.070 | OrdinaryDividend |
Aug 31, 2015 | $0.070 | OrdinaryDividend |
Jul 31, 2015 | $0.070 | OrdinaryDividend |
Jun 30, 2015 | $0.070 | OrdinaryDividend |
May 29, 2015 | $0.070 | OrdinaryDividend |
Apr 30, 2015 | $0.070 | OrdinaryDividend |
Mar 31, 2015 | $0.070 | OrdinaryDividend |
Feb 27, 2015 | $0.070 | OrdinaryDividend |
Jan 30, 2015 | $0.070 | OrdinaryDividend |
Dec 31, 2014 | $0.070 | OrdinaryDividend |
Nov 28, 2014 | $0.070 | OrdinaryDividend |
Oct 31, 2014 | $0.070 | OrdinaryDividend |
Sep 30, 2014 | $0.070 | OrdinaryDividend |
Aug 29, 2014 | $0.070 | OrdinaryDividend |
Jul 31, 2014 | $0.070 | OrdinaryDividend |
Jun 30, 2014 | $0.070 | OrdinaryDividend |
May 30, 2014 | $0.070 | OrdinaryDividend |
Apr 30, 2014 | $0.070 | OrdinaryDividend |
Mar 31, 2014 | $0.070 | OrdinaryDividend |
Feb 28, 2014 | $0.070 | OrdinaryDividend |
Jan 31, 2014 | $0.070 | OrdinaryDividend |
Dec 31, 2013 | $0.010 | ExtraDividend |
Nov 29, 2013 | $0.070 | OrdinaryDividend |
Oct 31, 2013 | $0.070 | OrdinaryDividend |
Sep 30, 2013 | $0.070 | OrdinaryDividend |
Aug 30, 2013 | $0.070 | OrdinaryDividend |
Jul 31, 2013 | $0.070 | OrdinaryDividend |
Jun 28, 2013 | $0.070 | OrdinaryDividend |
May 31, 2013 | $0.070 | OrdinaryDividend |
Apr 30, 2013 | $0.070 | OrdinaryDividend |
Mar 28, 2013 | $0.070 | OrdinaryDividend |
Feb 28, 2013 | $0.070 | OrdinaryDividend |
Jan 31, 2013 | $0.070 | OrdinaryDividend |
Dec 31, 2012 | $0.070 | OrdinaryDividend |
Dec 28, 2012 | $0.006 | ExtraDividend |
Nov 30, 2012 | $0.070 | OrdinaryDividend |
Oct 31, 2012 | $0.070 | OrdinaryDividend |
Sep 28, 2012 | $0.070 | OrdinaryDividend |
Aug 31, 2012 | $0.070 | OrdinaryDividend |
Jul 31, 2012 | $0.070 | OrdinaryDividend |
Jun 29, 2012 | $0.070 | OrdinaryDividend |
May 31, 2012 | $0.070 | OrdinaryDividend |
Apr 30, 2012 | $0.070 | OrdinaryDividend |
Mar 30, 2012 | $0.070 | OrdinaryDividend |
Feb 29, 2012 | $0.070 | OrdinaryDividend |
Jan 31, 2012 | $0.070 | OrdinaryDividend |
Dec 30, 2011 | $0.067 | OrdinaryDividend |
Dec 23, 2011 | $0.012 | ExtraDividend |
Nov 30, 2011 | $0.067 | OrdinaryDividend |
Oct 31, 2011 | $0.067 | OrdinaryDividend |
Sep 30, 2011 | $0.067 | OrdinaryDividend |
Aug 31, 2011 | $0.067 | OrdinaryDividend |
Jul 29, 2011 | $0.067 | OrdinaryDividend |
Jun 30, 2011 | $0.067 | OrdinaryDividend |
May 31, 2011 | $0.065 | OrdinaryDividend |
Apr 29, 2011 | $0.065 | OrdinaryDividend |
Mar 31, 2011 | $0.065 | OrdinaryDividend |
Feb 28, 2011 | $0.065 | OrdinaryDividend |
Jan 31, 2011 | $0.065 | OrdinaryDividend |
Dec 31, 2010 | $0.065 | OrdinaryDividend |
Dec 28, 2010 | $0.003 | ExtraDividend |
Nov 30, 2010 | $0.065 | OrdinaryDividend |
Oct 29, 2010 | $0.065 | OrdinaryDividend |
Sep 30, 2010 | $0.065 | OrdinaryDividend |
Aug 31, 2010 | $0.060 | OrdinaryDividend |
Jul 30, 2010 | $0.060 | OrdinaryDividend |
Jun 30, 2010 | $0.060 | OrdinaryDividend |
May 28, 2010 | $0.060 | OrdinaryDividend |
Apr 30, 2010 | $0.060 | OrdinaryDividend |
Mar 31, 2010 | $0.060 | OrdinaryDividend |
Feb 26, 2010 | $0.060 | OrdinaryDividend |
Jan 29, 2010 | $0.060 | OrdinaryDividend |
Dec 31, 2009 | $0.055 | OrdinaryDividend |
Dec 28, 2009 | $0.046 | ExtraDividend |
Nov 30, 2009 | $0.055 | OrdinaryDividend |
Oct 30, 2009 | $0.055 | OrdinaryDividend |
Sep 30, 2009 | $0.055 | OrdinaryDividend |
Aug 31, 2009 | $0.055 | OrdinaryDividend |
Jul 31, 2009 | $0.055 | OrdinaryDividend |
Jun 30, 2009 | $0.055 | OrdinaryDividend |
May 29, 2009 | $0.055 | OrdinaryDividend |
Apr 30, 2009 | $0.055 | OrdinaryDividend |
Mar 31, 2009 | $0.055 | OrdinaryDividend |
Feb 27, 2009 | $0.050 | OrdinaryDividend |
Jan 30, 2009 | $0.050 | OrdinaryDividend |
Dec 31, 2008 | $0.050 | OrdinaryDividend |
Nov 28, 2008 | $0.050 | OrdinaryDividend |
Oct 31, 2008 | $0.050 | OrdinaryDividend |
Sep 30, 2008 | $0.050 | OrdinaryDividend |
Aug 29, 2008 | $0.050 | OrdinaryDividend |
Jul 31, 2008 | $0.050 | OrdinaryDividend |
Jun 30, 2008 | $0.050 | OrdinaryDividend |
May 30, 2008 | $0.050 | OrdinaryDividend |
Apr 30, 2008 | $0.050 | OrdinaryDividend |
Mar 31, 2008 | $0.050 | OrdinaryDividend |
Feb 29, 2008 | $0.050 | OrdinaryDividend |
Jan 31, 2008 | $0.050 | OrdinaryDividend |
Dec 31, 2007 | $0.050 | OrdinaryDividend |
Nov 30, 2007 | $0.050 | OrdinaryDividend |
Oct 31, 2007 | $0.050 | OrdinaryDividend |
Sep 28, 2007 | $0.050 | OrdinaryDividend |
Aug 31, 2007 | $0.050 | OrdinaryDividend |
Jul 31, 2007 | $0.050 | OrdinaryDividend |
Jun 29, 2007 | $0.050 | OrdinaryDividend |
May 31, 2007 | $0.050 | OrdinaryDividend |
Apr 30, 2007 | $0.050 | OrdinaryDividend |
Mar 30, 2007 | $0.050 | OrdinaryDividend |
Feb 28, 2007 | $0.065 | OrdinaryDividend |
Jan 31, 2007 | $0.065 | OrdinaryDividend |
Dec 29, 2006 | $0.065 | OrdinaryDividend |
Nov 30, 2006 | $0.065 | OrdinaryDividend |
Oct 31, 2006 | $0.065 | OrdinaryDividend |
Sep 29, 2006 | $0.065 | OrdinaryDividend |
Aug 31, 2006 | $0.065 | OrdinaryDividend |
Jul 31, 2006 | $0.065 | OrdinaryDividend |
Jun 30, 2006 | $0.065 | OrdinaryDividend |
May 31, 2006 | $0.065 | OrdinaryDividend |
Apr 28, 2006 | $0.065 | OrdinaryDividend |
Mar 31, 2006 | $0.065 | OrdinaryDividend |
Feb 28, 2006 | $0.065 | OrdinaryDividend |
Jan 31, 2006 | $0.065 | OrdinaryDividend |
Dec 30, 2005 | $0.065 | OrdinaryDividend |
Nov 30, 2005 | $0.065 | OrdinaryDividend |
Oct 31, 2005 | $0.065 | OrdinaryDividend |
Sep 30, 2005 | $0.065 | OrdinaryDividend |
Aug 31, 2005 | $0.079 | OrdinaryDividend |
Jul 29, 2005 | $0.079 | OrdinaryDividend |
Jun 30, 2005 | $0.079 | OrdinaryDividend |
May 31, 2005 | $0.079 | OrdinaryDividend |
Apr 29, 2005 | $0.079 | OrdinaryDividend |
Mar 31, 2005 | $0.079 | OrdinaryDividend |
Feb 28, 2005 | $0.079 | OrdinaryDividend |
Jan 31, 2005 | $0.079 | OrdinaryDividend |
Dec 31, 2004 | $0.033 | ExtraDividend |
Nov 30, 2004 | $0.079 | OrdinaryDividend |
Oct 29, 2004 | $0.079 | OrdinaryDividend |
Sep 30, 2004 | $0.079 | OrdinaryDividend |
Aug 31, 2004 | $0.079 | OrdinaryDividend |
Jul 30, 2004 | $0.079 | OrdinaryDividend |
Jun 30, 2004 | $0.079 | OrdinaryDividend |
May 28, 2004 | $0.079 | OrdinaryDividend |
Apr 30, 2004 | $0.079 | OrdinaryDividend |
Mar 31, 2004 | $0.079 | OrdinaryDividend |
Feb 27, 2004 | $0.079 | OrdinaryDividend |
Jan 30, 2004 | $0.079 | OrdinaryDividend |
Dec 31, 2003 | $0.079 | OrdinaryDividend |
Nov 28, 2003 | $0.079 | OrdinaryDividend |
Oct 31, 2003 | $0.079 | OrdinaryDividend |
Sep 30, 2003 | $0.079 | OrdinaryDividend |
Aug 29, 2003 | $0.079 | OrdinaryDividend |
Jul 31, 2003 | $0.079 | OrdinaryDividend |
Jun 30, 2003 | $0.079 | OrdinaryDividend |
May 30, 2003 | $0.079 | OrdinaryDividend |
Apr 30, 2003 | $0.079 | OrdinaryDividend |
Mar 31, 2003 | $0.079 | OrdinaryDividend |
Feb 28, 2003 | $0.079 | OrdinaryDividend |
Jan 31, 2003 | $0.079 | OrdinaryDividend |
Dec 31, 2002 | $0.079 | OrdinaryDividend |
Nov 29, 2002 | $0.074 | OrdinaryDividend |
Oct 31, 2002 | $0.074 | OrdinaryDividend |
Sep 30, 2002 | $0.074 | OrdinaryDividend |
XDTFX - Fund Manager Analysis
Managers
Lisa Leonard
Start Date
Tenure
Tenure Rank
Dec 30, 2004
17.43
17.4%
Lisa Leonard is a managing director and portfolio manager of municipal securities at Newfleet Asset Management. Ms. Leonard specializes in both taxable and tax-exempt municipal bonds. She manages a number of municipal bond portfolios, including the Virtus Newfleet Tax-Exempt Bond Fund, high-net-worth portfolios for Newfleet, and institutional portfolios for an affiliated manager, Duff & Phelps Investment Management Co. She is also on the management team of DTF Tax-Free Income, Inc., a closed-end fund, for affiliated manager Duff & Phelps Investment Management Co. Ms. Leonard has been with Newfleet and its affiliates since 1987 in successive fixed income roles. Prior to joining Newfleet in 2011, she was a vice president and portfolio manager, fixed income of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, she was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also director, municipal research (1998-2007); director, investment operations (1994-1998); and fixed income trader (1987-1993). Previously, Ms. Leonard was a municipal finance analyst with Connecticut Bank & Trust. She holds a B.S. from the University of Connecticut and began her career in the investment industry in 1986.
Timothy Heaney
Start Date
Tenure
Tenure Rank
Dec 30, 2004
17.43
17.4%
Tim Heaney is a senior managing director and senior portfolio manager of municipal securities at Newfleet Asset Management. Mr. Heaney specializes in both taxable and tax-exempt municipal bonds. He manages a variety of municipal bond portfolios, including the Virtus Newfleet Tax-Exempt Bond Fund, high-net-worth portfolios for Newfleet, as well as institutional portfolios and the DTF Tax-Free Income, Inc., a closed-end fund, for affiliated manager Duff & Phelps Investment Management Co. Mr. Heaney has been with Newfleet and its affiliates since 1992 in successive fixed income roles. Prior to joining Newfleet in 2011, he was a senior vice president and portfolio manager of Virtus Investment Advisers (VIA) from 2008 to 2011. Previously, he was associated with Phoenix Investment Counsel, formerly an affiliate of VIA, and was also managing director, fixed income (1997-2007); director, fixed income research (1996-1997); and investment analyst (1995-1996). He was an investment analyst of Phoenix Life Insurance Company from 1992 to 1994. Previously, Mr. Heaney was a senior credit analyst in the commercial lending division at Connecticut National Bank. Mr. Heaney holds a B.S. and an M.B.A. from the University of Connecticut. He is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 1990.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 35.05 | 7.36 | 1.58 |