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The investment seeks a high level of current income, exempt from federal income tax and Massachusetts personal income tax. The fund invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and Massachusetts personal income taxes. It allocates assets across different market sectors and maturities. The fund potentially invests more than 25% of total assets in municipal securities that finance similar types of projects. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Michael Maka | Portfolio Manager | 2020 | Now |
Elizah McLaughlin | Portfolio Manager | 2018 | Now |
Biography | Since joining Fidelity Investments in 1997, Ms. McLaughlin has worked as an analyst and portfolio manager. | ||
Cormac Cullen | Portfolio Manager | 2016 | Now |
Biography | Mr. Cullen has worked as a research analyst and portfolio manager with Fidelity since 2010. Prior to assuming his current position, from 2007 to 2010, Mr. Cullen supported FIAM’s Fixed Income Division as senior legal counsel. | ||
Kevin Ramundo | Portfolio Manager | 2010 | 2020 |
Biography | Kevin Ramundo joined Fidelity Investments in 2000, Mr. Ramundo has worked as a research analyst and portfolio manager. | ||
Mark Sommer | Portfolio Manager | 2016 | 2018 |
Biography | Sommer is manager of Fidelity funds. Since joining Fidelity in 1992, Sommer has worked as an analyst and manager. | ||
Christine Jones Thompson | Lead Portfolio Manager | 1998 | 2010 |
Biography | Thompson is lead manager of Advisor Municipal Income fund, which she has managed since July 1998. Thompson also manages other Fidelity funds. Since joining Fidelity Investments in 1985, she has worked as an analyst and manager. Previously, she worked as an equity research analyst intern at Lord Abbett & Company during the summer of 1984. From 1980 to 1983, she served as an analyst and client service consultant with Associates for International Research. | ||
Jonathan Short | Portfolio Manager | 1997 | 1998 |
Biography | Short is a portfolio manager with Fidelity Investments since 1995. Previously with Fidelity, he has been an assistant portfolio manager from 1993 to 1995 and a municipal bond analyst from 1990 to 1993. Prior to the firm, he was a corporate bond trader and a trading assistant with Salomon Brothers from 1986 to 1988. | ||
Steven W. Harvey | Senior Vice President | 1995 | 1997 |
Biography | Steve is Director of Relationship Management, leading the Tax Sensitive Fixed Income client service effort. He is also Senior Portfolio Manager for select institutional and mutual fund portfolios. Previously at Standish he was head of municipal bond research. He joined the company in 2000 from Appleton Partners, where he was Director of Fixed Income. Prior to that, he was municipal bond mutual fund manager and senior analyst at Fidelity Management & Research Company. He began his investment career at Standard & Poor’s Corporation as a public finance ratings analyst.He has 31 years of investment industry experience. | ||
Guy E. Wickwire | Vice President | 1983 | 1995 |
Biography | Wickwire joined Fidelity Investments in 1981 and is now a vice president. Previously, he spent a year as a portfolio manager with Shearson, Loeb, Rhoades Asset Management, and a year with Matthews & Wright. He also worked for the First National Bank of Chicago. Wickwire constantly seeks value and is willing to make market-timing bets. Wickwire was born May 23, 1947 in Rockford, Illinois. He and his wife have three children. |
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