Delaware Opportunity Fund Class A (FIUSX)

US Funds

ポートフォリオに追加/削除するポートフォリオに加える

38.24 +1.40 +3.80%

06/11 - 表示されている情報は遅れています。. USD 通貨

タイプ: 投資信託

市場: アメリカ

発行者: First Investors

資産クラス: 株式

モーニングスターの評価:
総資産: 558.92M

概要
プロフィール
過去のデータ
保有資産

FIUSX 概要

このページではDelaware Opportunity Fund Class Aの基本的な企業情報をご覧になれます。 FIUSX の主要な経営陣、総資産、投資戦略、連絡先情報など。

カテゴリー

Mid-Cap Value

総資産

558.92M

費用

1.13%

開始日

33840

連絡先

住所 Delaware Funds by Macquarie
Philadelphia,PA
United States

電話 -

役員トップ

名前	タイトル	以来	まで
Kelley McKee Carabasi	Vice President	2019	now
伝記	Kelley McKee Carabasi is a senior portfolio manager for the US Small-Mid Cap Value Equity team. She assumed portfolio management responsibilities in July 2012. She joined the team in July 2005 as an equity analyst. She is responsible for the analysis, purchase, and sale recommendations of basic industry, capital spending, and utilities securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) she participated in Lincoln Financial Group's rotational Professional Development Program for three years. Carabasi earned a bachelor's degree in finance from Georgetown University and an MBA from The Wharton School of the University of Pennsylvania.
Michael Foley	Senior Portfolio Manager	2019	now
伝記	Michael Foley is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2019. He joined Macquarie Investment Management (MIM) in February 2015 as a senior equity analyst for the US Small-Mid Cap Value Equity team. Foley is responsible for the analysis, purchase, and sale recommendations of financial services and real estate investment trust (REIT) securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining the firm, Foley was an associate at Patriot Financial Partners, a private equity firm, from August 2011 to February 2015, focusing on the analysis of companies in the financial services sector. He started his career with Janney Montgomery Scott where he worked as an investment banking analyst within the financial institutions group from August 2009 to August 2011. Foley earned a bachelor's degree in economics with dual concentrations in finance and accounting from The Wharton School of the University of Pennsylvania. Foley is on the board of directors of the McNamee Scholars Program.
Kent P. Madden	Portfolio Manager	2019	now
伝記	Kent P. Madden is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in December 2004 as an equity analyst and was promoted to senior equity analyst in October 2010. He is responsible for the analysis, purchase, and sale recommendations of consumer services, consumer cyclicals, consumer staples, healthcare, and transportation stocks for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining Macquarie Investment Management (MIM) he was an equity analyst at Gartmore Global Investments, where he specialized in technology and telecommunications. He has also worked as an equity analyst for Federated Investors, where he gained experience covering small-capitalization consumer stocks, and Lehman Brothers as a corporate finance analyst. Madden holds a bachelor's degree in economics from DePauw University and an MBA from the University of Chicago.
Steven G. Catricks	Vice President	2019	2023
伝記	Steven G. Catricks is a senior portfolio manager for the US Small-Mid Cap Value Equity team. He assumed portfolio management responsibilities in July 2012. He joined the team in October 2010 as a senior equity analyst. He is responsible for the analysis, purchase, and sale recommendations of technology and business services securities for the firm's US Small-Mid Cap Value Equity portfolios. Prior to joining the US Small-Mid Cap Value Equity team, he was a portfolio manager for the firm's Strategic Small-Cap Value team, focusing on the technology, healthcare, and telecommunication services sectors. He joined Macquarie Investment Management (MIM) in 2001 as an equity analyst, performing research and analysis for the firm's Emerging Growth Equity team. Previously, Catricks was an equity analyst at BlackRock Financial from 1999 to 2001, where he specialized in small-capitalization growth stocks. He also worked as a systems engineer at Dow Jones/Factiva, and as a senior systems engineer at GE Aerospace/Lockheed Martin. He started his career as a systems engineer at the Naval Air Development Center, where he spent 15 years. Catricks holds a bachelor's degree in electrical engineering from Drexel University and a master's degree in engineering from the University of Pennsylvania, and has nearly 20 years of experience in the technology industry. Catricks is a member of the Institute of Electrical and Electronics Engineers.
Christopher S. Beck	Vice President	2019	2022
伝記	Christopher S. Beck leads Delaware Management Company's US Small-Mid Cap Value Equity team. He is also a member of the Macquarie Investment Management (MIM) Global Management Committee. Prior to joining MIM in 1997 as a vice president and senior portfolio manager, he was vice president at Pitcairn Trust from 1995 to 1997, where he managed small-capitalization stocks and analyzed equity sectors. Before that he was chief investment officer of the University of Delaware from 1992 to 1995 and held management positions during his seven years at Cypress Capital Management and four years at Wilmington Trust. Beck earned a bachelor's degree at the University of Delaware and an MBA from Lehigh University, and he is a member of the CFA Society of Philadelphia and past president of the Wilmington Society of Securities Analysts.
Thomas Alonso	-	2018	2019
Steven S. Hill	Portfolio Manager, co-Portfolio Manager, Equity Analyst	2004	2019
伝記	Hill serves as Co-Portfolio Manager of the Opportunity Fund and has served as either Portfolio Manager or Co-Portfolio Manager of the Fund since 2004. He joined First Investors in 2002 as an equity analyst. Prior to that, Hill was employed by UBS Warburg where he was a Director in their healthcare group and worked primarily on mergers and acquisitions. Prior to that, Hill was an investment banker for HSBC Securities and worked primarily on equity offerings and mergers and acquisitions.
Edwin D. Miska	Portfolio Manager	2007	2018
伝記	Miska is primarily responsible for managing the funds investments in stocks. He has served as Co-Portfolio Manager of the Opportunity Fund since 2007, Portfolio Manager of the Growth & Income Fund and total return fund since 2002, and a portfolio manager for certain other First Investors Funds. Prior to joining FIMCO in 2002, Miska was a Senior Portfolio Manager and Managing Director of Evergreen Investment Management Corp.
Allen Klee	Portfolio Manager	2003	2004
伝記	Klee is a Portfolio Manager with First Investors Management Company since 2001. Previously he was employed by Guardian Life Insurance Company of America for approximately eight years. During that time period, Mr. Klee held several positions including Co-Portfolio Manger of Equities (1999-2001), Equity and Convertible Analyst (1998-1999) and Fixed Income Credit Analyst (1993-1998).
Patricia D. Poitra	Portfolio Manager	1994	2002
伝記	Poitra joined First Investors Management as a senior equity manager in September 1985. She became a portfolio manager in May 1986. Prior to joining the firm, she spent two years as director of outside research for Neuberger & Berman Pension Management. Poitra is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

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さらに分類

1日1週1ヵ月６ヵ月1年5年最大

日経平均株価	39,684.50	+290.50	+0.74%
日経225先物 (F)	39,695.0	-10.0	-0.03%
韓国総合株価指数	2,586.98	+22.35	+0.87%
NYダウ	43,729.34	-0.59	0.00%
独DAX	19,362.52	+323.21	+1.70%
S&P/ASX 200	8,305.70	+79.40	+0.97%
米ドル指数	104.230	-0.755	-0.72%

金	2,715.85	+10.05	+0.37%
原油 WTI	72.19	-0.17	-0.23%
銀	32.047	+0.192	+0.60%
米国綿花2番	71.05	+1.36	+1.95%
排出権	66.25	+0.00	+0.00%
米国シカゴコーン	428.25	+2.25	+0.53%
米国コーヒー	258.70	+9.95	+4.00%

ドル/円	153.15	+0.21	+0.14%
ドル/ウォン	1,387.16	+7.26	+0.53%
ユーロ/ドル	1.0793	-0.0011	-0.10%
ユーロ/円	165.28	+0.02	+0.01%
トルコリラ/円	4.4575	-0.0100	-0.22%
豪ドル/円	102.17	+0.02	+0.02%
ポンド/円	198.80	+0.17	+0.09%

大塚ホールディングス	9,518.0	+18.0	+0.19%
SoftBank Group Corp.	9,514.0	+292.0	+3.17%
トヨタ自動車	2,692.0	-70.0	-2.53%
三菱UFJフィナンシャル・グループ	1,772.0	+5.0	+0.28%
ブイ・テクノロジー	2,471.0	+14.0	+0.57%
東芝	4,590.0	0.0	0.00%
みずほフィナンシャルグループ	3,445.0	-7.0	-0.20%

閲覧履歴

	名前	価格	前日比	変動%
	First Investors O.	38.24	+1.40	+3.80%