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Franklin Total Return Fund Class A (FKBAX)

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条件

頻度

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8.20 +0.01    +0.12%
26/12 - 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:  Franklin Templeton Investments
資産クラス:  債券
  • モーニングスターの評価:
  • 総資産: 2.53B
Franklin Total Return A 8.20 +0.01 +0.12%

FKBAX 概要

 
このページではFranklin Total Return Fund Class Aの基本的な企業情報をご覧になれます。 FKBAX 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

Intermediate Core-Plus Bond

総資産

2.53B

費用

0.83%

開始日

36010

連絡先

住所 One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
電話 +1 650 3122000

役員トップ

銘柄 タイトル 以来 まで
Michael V. Salm Chief Investment Officer 2024 now
伝記 Mr. Salm is a Co-Head of Fixed Income, specializing in liquid markets and securitized strategies. In this role, he oversees investment strategies related to mortgage and securitized products, interest-rate and volatility derivatives, and money markets. In addition, he manages trading operations and Putnam's Fixed Income quantitative teams. He is a portfolio manager of core global, core plus, global government, fixed income global alpha, and dedicated mortgage strategies, as well as fixed income hedge funds. Mr. Salm joined Putnam in 1997 and has been in the investment industry since 1989. Previously at Putnam, he served as a Portfolio Manager responsible for mortgage strategies in fixed income portfolios. Prior to joining Putnam, Mr. Salm was a Mortgage Specialist at BlackRock Financal Management from 1996 to 1997, a Vice President and Trader at Nomura Securities from 1994 to 1996, a Vice President and Structurer at Nikko Securities from 1993 to 1994, and an Analyst at Fitch Investor Services from 1991 to 1992. Mr. Salm earned a B.S. from Cornell University.
Joshua Lohmeier - 2023 now
伝記 JOSH LOHMEIER, CFA Senior Vice President Portfolio Manager Investment Grade Franklin Templeton Fixed Income Franklin Templeton Chicago, Illinois, United States Josh Lohmeier is a senior vice president of Franklin Templeton Fixed Income - Investment Grade, Chicago, Illinois, United States. Mr. Lohmeier is a portfolio manager for all investment grade strategies. Mr. Lohmeier has more than 22 years of experience in financial services, including 17 years as a portfolio manager. Prior to his current role, Mr. Lohmeier was head of investment grade credit and an investment officer at Aviva Investors. He also worked for AllianceBernstein as an investment grade portfolio manager and was assistant vice president of investments and investment grade portfolio manager at American Equity Investment Life Insurance Company. In addition, he has held analyst positions at Wells Fargo Financial and RSM McGladrey. Mr. Lohmeier holds a bachelor's degree in finance from the University of Northern Iowa. He is a Chartered Financial Analyst (CFA) charterholder. He is also pursuing a master's degree in data science at Northwestern University
Thomas Runkel Vice President 2022 now
伝記 Tom Runkel is a vice president and portfolio manager for Franklin Templeton Investments. Mr. Runkel focuses on relative value security selection and allocation among the credit sectors for the multi-sector fixed income portfolios. He also serves as the director of portfolio strategies and the lead portfolio manager for the SMA Taxable Fixed Income strategies and supervises the Franklin SMA Taxable Fixed Income Portfolio Management team. Mr. Runkel joined Franklin in 1983 and served as a senior portfolio manager for Franklin's taxable money fund and investment grade fixed income assets as well as a trader for taxable fixed income and equity securities. Mr. Runkel founded Runkel Funds, Inc. in 2002 and managed a large-cap value fund until late 2005 before returning to Franklin in 2006. Mr. Runkel has an M.B.A. from the University of Santa Clara and earned a B.S. in political science from the University of California, Davis. He is a Chartered Financial Analyst (CFA) charterholder.
Patrick Klein Portfolio Manager 2019 now
伝記 Patrick Klein, Ph.D., Senior Vice President, Research Analyst and Portfolio Manager of Franklin Advisers. Dr. Patrick Klein is a senior vice president and portfolio manager for Franklin Templeton Fixed Income. He leads the team managing the multisector fixed-income strategies with a focus on portfolio construction and quantitative modelling. Prior to his current role, he was a portfolio manager and research analyst focusing on the securitized, inflations protected, and portfolio construction areas. Dr. Klein was a principal member of the Technical Staff at Sandia National Laboratories.
Tina Chou Portfolio Manager 2019 now
伝記 Ms. Chou is a Portfolio Manager in the Franklin Templeton Fixed Income Group. She is a member of the team managing multi-sector, fixed-income strategies with a focus on corporate credit, credit derivatives, and relative value trades. Ms. Chou joined Franklin Templeton Investments in 2004 as a fixed-income risk analyst and moved to the portfolio management team in 2007. Prior to joining Franklin Templeton, Ms. Chou was a management consultant focusing on the financial services and pharmaceutical industries with the Boston Consulting Group in Hong Kong and San Francisco. She also worked in the technology department at UBS in Singapore and London and as a research engineer at a U.S. government agency. Ms. Chou holds an M.B.A. from the University of Chicago, with concentrations in finance and strategic management. She also holds a B.S. and M. Eng. in electrical engineering from the Massachusetts Institute of Technology.
Sonal Desai Executive Vice President 2018 now
伝記 Sonal Desai, PhD, EVP, is Franklin Templeton Fixed Income Group’s Chief Investment Officer, a portfolio manager for several fixed income funds and a member of the firm's executive committee. Dr. Desai started her career in 1994 as a university academic, followed by six years at the International Monetary Fund after which she joined the private sector. She started working at Franklin Templeton in 2009. She holds a PhD(Econ) from Northwestern Univ. and a BA(Econ) from Delhi Univ.
David Yuen Portfolio Manager 2005 2022
伝記 David Yuen joined Franklin Templeton Investments in 2000.He was appointed Chief Investment Officer of Global Long/Short Absolute Return Strategy in 2010. Previously, he was co-CIO of US Large Cap Value Equities and CIO of the Advanced Value Fund (since 2009), as well as director of research for US Large Cap Value (since early 2008). Yuen had been the director of research for Emerging Markets Value since August 2002. He joined Bernstein in 1998 as a research analyst, covering the global retailing industry, and became a senior research analyst in 1999, covering retail, textile & apparel, gaming & lodging, and consumer appliances. Prior to joining Bernstein, Yuen worked as a senior vice president of The Coleman Company from 1994 to 1998. From 1988 to 1994, he was a consultant, then partner, at WKI, a management-consulting firm specializing in emerging-market strategies. Prior to that, Yuen was a consultant with Bain & Company. He received a BS in operations research from Columbia University’s School of Engineering in 1986. Location: New York
Michael J. Materasso Executive Vice President 2008 2019
伝記 Michael J. Materasso is a senior vice president, lead strategist of U.S. Multi-Sector Institutional strategies, with a responsibility for U.S. Core and U.S. Core Plus. He is co-chair of the Fixed Income Policy Committee and a member of the Franklin Total Return Fund management team. Mr. Materasso joined Franklin Templeton in 1988 with 16 years of experience at Chase Manhattan Bank, Sterling National Bank, and Glickenhaus & Co. Mr. Materasso earned a B.B.A. from Baruch College in 1971.
Roger Bayston Senior Vice President 1998 2019
伝記 Roger Bayston, CFA, is a senior vice president and a senior portfolio manager for Franklin Templeton Fixed Income Group. Mr. Bayston directs a staff performing research and trading responsibilities for government-, mortgage- and asset-backed securities. Before joining Franklin Templeton Investments in 1991, Mr. Bayston managed portfolios for Bankers Trust Company's Investment Management Group. Mr. Bayston holds a B.S. from the University of Virginia and an M.B.A. from the University of California at Los Angeles. He is a member of the Security Analysts of San Francisco and CFA Institute.
Kent Burns Senior Vice President 1998 2019
伝記 Kent Burns, CFA, is a senior vice president and portfolio manager for the Franklin Templeton Fixed Income Group. He specializes in U.S. multi-sector fixed income strategies and government-related bonds. Mr. Burns has been lead or co-lead portfolio manager of the Portfolio since its inception in 2011, and joined Franklin Advisers in 1994. He holds a B.A. in quantitative economics and decision science from University of California at San Diego, and a master's degree in economic theory from University of California at Santa Barbara. He is a Chartered Financial Analyst (CFA) charterholder and teaches review programs for CFA candidates. He is a member of the CFA Institute and the CFA Society of San Francisco.
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