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Jnl/jpmorgan U.s. Government & Quality Bond Fund Class I (0P00003EIZ)
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07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 387.27M
JNL/JPMorgan U.S. Government & Quality Bond Fund C
14.120
+0.060
+0.43%
- Overview
- Profile
- Historical Data
- Holdings
0P00003EIZ Overview
On this page you'll find an in-depth profile of Jnl/jpmorgan U.s. Government & Quality Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00003EIZ among other information.
Investment Strategy
The investment seeks to obtain a high level of current income. The fund normally invests at least 80% of its assets (net assets plus the amount of any borrowings made for investment purposes) in U.S. Treasury securities, obligations issued by agencies or instrumentalities of the U.S. government and mortgage-backed securities, that are supported either by the full faith and credit of the U.S. government or their own credit, collateralized mortgage obligations issued by private issuers, and repurchase agreements related to the principal investments. It may also invest in high-quality corporate debt securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert Manning | Executive Director | 2013 | Now |
| Biography | Robert Manning, Executive Director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group for J.P. Morgan Investment Management Inc. Based in Columbus, he is a portfolio manager and is responsible for managing investments consistent with the unique requirements of insurance industry clients. Previously, he was a member of the Fixed Income Portfolio Management Group that supports Mid-Institutional Portfolios. Prior to joining the firm in 1999, Robert was a mortgage banking specialist at Ohio Savings Bank. He holds a B.S. in business management from Wittenberg University, an M.B.A. from The Ohio State University and is a CFA charterholder. | ||
| Michael J. Sais | Managing Director | 2007 | Now |
| Biography | Mr. Sais, Managing Director and CFA charterholder, is a Fixed Income Fund Manager for the Insurance Asset Management Team and a member of the Columbus Taxable Bond Team . He joined J.P. Morgan Investment Management Inc in 1994 as a senior fixed income research analyst. Prior to this, he served as senior investment portfolio manager of Valley National Bank of Phoenix. Sais began his career with Citibank. Mr. Sais holds the Chartered Financial Analyst designation. | ||
| Stephen A. Walsh | CIO (Chief Investment Officer) | 2006 | 2007 |
| Biography | Walsh is a chief investment officer of Western Asset Management Company since September 2008. Prior to joining Western in 1990, he was a portfolio manager at Security Pacific Investment Managers from 1989 to 1991. Prior to that, Walsh was a portfolio manager at Atlantic Richfield Company from 1981 to 1988. He has over 27 years of investment experience | ||
| Carl L. Eichstaedt | Portfolio Manager | 2006 | 2007 |
| Biography | Eichstaedt is portfolio manager with Western Asset Management, his employer since 1994. Prior to joining the firm, he was a portfolio manager for Harris Investment Management. He was also a portfolio manager with Pacific Investment Management from 1992-1993. From 1990-1992, he was director of fixed income at Security Pacific Investment Managers. He has over 22 years of investment experience. He has a BS from the University of Illinois and an MBA from Kellogg Graduate School of Management at Northwestern University. Eichstaedt holds the Chartered Financial Analyst designation. | ||
| Mark S. Lindbloom | Portfolio Manager | 2006 | 2007 |
| Biography | Mark S. Lindbloom , is a portfolio manager. Mr. Lindbloom is a Portfolio Manager at Western Asset and Western Asset Limited. Prior to joining the Firm in 2005, he worked as a portfolio manager at Citigroup Asset Management and Brown Brothers Harriman & Co. He worked in New York Life Ins. as ananlyst from 1978-1980. He hold M.B.A. from Pace University, B.S. from Rider University. | ||
| S. Kenneth Leech | CIO (Chief Investment Officer) | 2006 | 2007 |
| Biography | "Ken Leech is Western Asset's Chief Investment Officer and has more than 45 years of industry experience. Ken joined the Firm in 1990, and from 1991 to 2021, assets under management grew from just over $5 billion to $408 billion. Ken now leads the Global Portfolios, US Broad Portfolios and Macro Opportunities Teams. He also serves on the Market & Credit Risk Committee, which determines and monitors internal and external risk guidelines, and reviews market and credit risk issues. From 2002-2004, he served as a member of the Treasury Borrowing Advisory Committee. | ||
| Edward Moody | Portfolio Manager | 2006 | 2007 |
| Biography | Moody has served for Western Asset as portfolio manager for over ten years. He worked as a portfolio manager at the National Bank of Detroit. He is responsible for portfolio structure, including sector allocation, duration weighting and term structure decisions. Mr. Moody joined Western Asset as a portfolio manager in 1985. He has over 32 years of investment experience. | ||
| Roger Lavan | - | 1995 | 2006 |
| Biography | Roger Lavan, CFA, is a portfolio manager for the Multi-Asset Credit Strategies and securitized products sector manager at Newfleet Asset Management, a division of Virtus Fixed Income Advisers, LLC (“VFIA”). Prior to joining Newfleet in 2023, Mr. Lavan was a portfolio manager for multi-sector strategies / investment grade as part of the Multi-Asset Credit Team at Stone Harbor Investment Partners, a division of VFIA. He continues to have portfolio management responsibilities for Stone Harbor branded accounts under both the Newfleet and Stone Harbor divisions of VFIA. Before joining Stone Harbor, Mr. Lavan was a managing director and senior portfolio manager responsible for U.S. governments, mortgages, and asset-backed securities at Citigroup Asset Management. Previously, Mr. Lavan served as an investment policy committee member at Salomon Brothers Asset Management and as a research analyst for institutional investment grade fixed income for Salomon Brothers Inc. Mr. Lavan earned a B.S. in management from State University of New York at Geneseo and an M.B.A from Fordham University. He is a CFA® (Chartered Financial Analyst®) charterholder. He began his career in the investment industry in 1985. | ||
| Steven Guterman | executive Vice President, Portfolio Manager | 1995 | 2005 |
| Biography | Guterman is executive vice president and portfolio manager with American General Investment Management, his employer since June 1998. Previously, he was with Salomon Brothers from 1983 to May 1998. Prior to that, he was a second vice president at Chase Manhattan Bank from 1980 to 1983, and a principal investigator with Brookhaven National Lab from 1977 to 1980. | ||
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