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Pnc Total Return Advantage Fund Class Institutional (PTVIX)
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15/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 176.18M
PNC Total Return Advantage I
11.05
+0.01
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
PTVIX Overview
On this page you'll find an in-depth profile of Pnc Total Return Advantage Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of PTVIX among other information.
Investment Strategy
The investment seeks current income as well as capital appreciation. The fund primarily invests in a diversified portfolio of investment-grade fixed income securities. The dollar-weighted average duration of the fund's portfolio is normally expected to range from four to twelve years, but may vary outside that range from time to time, including due to market conditions or if deemed appropriate for temporary defensive purposes. Under normal circumstances, it invests at least 80% of its net assets in investment-grade debt securities.
Contact Information
Address
103 Bellevue Parkway Suite 152
Wilmington,DE 19809
United States
Wilmington,DE 19809
United States
Phone
1-800-622-3863
Web
www.pncfunds.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jason Weber | - | 2017 | Now |
| Biography | Jason specializes in trading structured securities and structured products research, specifically residential and commercial mortgage-backed securities. He also follows the TIPS market and supports the fixed income team by monitoring portfolio compliance and assets under management. Jason joined PNC in 2004 in the Treasury division before moving to the firm or its predecessor in 2007. Jason graduated with a B.A. in economics from Dartmouth College. He received his Masters of Science in finance from Loyola College. | ||
| John Graziani | Associate Portfolio Manager | 2017 | Now |
| Biography | John Graziani, CFA, is Associate Portfolio Manager with PNC Capital Advisors since 2007. John is a risk management analyst working with the portfolio management teams on portfolio structure and optimization. He previously spent nearly three years as a senior analyst managing corporate merger and divestiture transactions for various business units at PNC Financial Services Group. His professional experience also includes positions as an equity research analyst at Spin-Off Advisors and a senior auditor at Ernst & Young. John graduated magna cum laude with a BBA in accounting from the University of Notre Dame and earned an MBA in finance, economics and strategy from the University of Chicago Booth School of Business. He is a CFA charterholder. | ||
| Sean T. Rhoderick | Vice President | 2004 | Now |
| Biography | Mr. Rhoderick has responsibility for fixed income portfolio management and credit analysis. Prior to joining PNC Capital Advisors, LLC in 2004, Mr. Rhoderick was a corporate bond analyst with Freddie Mac. | ||
| Mark A. Lozina | fixed income Analyst | 2002 | 2017 |
| Biography | Mr. Lozina has responsibility for fixed income portfolio management and structured product security analysis. Mr. Lozina has been withPNC Capital Advisors, LLC since 2002. Prior to this, Lozina was a fixed income analyst with Allegiant Asset Management Company. Prior to joining Allegiant in 2002, Lozina was with National City Corporation's Equity Sponsor Group. He had been with National City since 1999. Lozina holds the designation of Chartered Financial Analyst. | ||
| Timothy D. Compan | corporate bond Specialist | 2009 | 2017 |
| Biography | Mr. Compan is a Portfolio Manager, and has been with PNC Capital and its predecessors since 2003. Prior to that, he was a corporate bond trader for Goldman Sachs Asset Management, L.P. Compan had been with Goldman Sachs Asset Management since 1999. Compan holds the designation of Chartered Financial Analyst. | ||
| Andrew D. Harding | Managing Director | 2000 | 2015 |
| Biography | Andrew D. Harding is Managing Director and Chief Investment Officer at PNC Capital Advisors, LLC since 2000. Mr. Harding is Sr. Director for Taxable Fixed Income, with primary responsibility for the firm’s taxable fixed income strategy and performance. Andy, with 25 years of investment experience, including positions in MBS trading and research, also serves as the fixed income team’s mortgage security specialist. Prior to joining the National City Investment Management Company in 2000, he was a portfolio manager with McDonald Investments. Mr. Harding has a BS from Princeton and an MBA from Baldwin-Wallace College. | ||
| Donna D. Ennis | Vice President | 2009 | 2010 |
| Biography | Donna is the co-leader for all structured product research. She is a senior structured credit analyst focusing on MBS, CMBS and ABS securities. Prior to joining the firm or its predecessor in 2007, Donna was a structured finance portfolio manager/analyst at Sequity Capital, Mutual of Omaha and T. Rowe Price Associates. Donna was responsible for the research, analysis and portfolio management of the structured finance investments, and the credit analysis of issuers and servicers. She was a member of the committees which reviewed potential fixed income investments. Donna received her bachelor’s degree from the University of Pittsburgh and her M.B.A. from Tulane University’s Freeman School of Business. She is a member of the CFA Institute. | ||
| Brendan Burke | Vice President | 2009 | 2009 |
| Biography | Burke is a vice president and has been with PCA since 2002. From 1998 to 2002 he was a corporate bond analyst with ASB Capital Management. Prior to that Burke worked for JP Morgan and Company. | ||
| James R. Shirak | Member | 2003 | 2008 |
| Biography | Mr. Shirak is a member of Boyd Watterson's Executive Committee. Mr. Shirak also serves as Deputy Chief Investment Officer of Boyd Watterson and is a member of the Real Estate Investment Committee. Prior to joining Boyd Watterson in 2000 as a fixed income Senior Strategist and Portfolio Manager, he was founder and Principal of Sterling Asset Management in Cleveland, Ohio. Previously, he held the position of Head of Fixed Income for BP America, Inc.’s Pension Plan and Savings and Investment Plan, where he established the investment philosophy, strategy, and guidelines for the pension fund and supervised fixed income personnel. Other prior positions include Director of Fixed Income for the Investment Centre and Head of Fixed Income for the Pension Plan of Republic Steel and Lincoln National Corp. Mr. Shirak has nearly 50 years of investment experience. He holds an MBA and a BA from Ohio University. Mr. Shirak is a member of the CFA Society of Cleveland, CFA Institute, and is a past President of the Bond Club of Cleveland. | ||
| Brian L. Gevry | CEO | 2003 | 2008 |
| Biography | Brian L. Gevry, CFA, serves as the CEO and Chief Investment Officer of Boyd Watterson. Mr. Gevry, along with senior management, has overall management responsibility for the firm’s traded securities and real estate businesses. Specifically with respect to real estate, Mr. Gevry assists the CIO of the real estate team in overseeing the portfolio management process and Chairs the Real Estate Investment Committee. Mr. Gevry has been the CEO and CIO of Boyd Watterson since 2006. Prior to becoming CEO, Mr. Gevry was the Chief Operating Officer beginning in 2000. He began his career in 1991 at Duff & Phelps Investment Management Corp, the predecessor to Boyd Watterson, working in the portfolio management department supporting senior executives on taxable and tax- free fixed income portfolios. Mr. Gevry progressed to become Executive Vice President and a member of the operating committee of Duff & Phelps Investment Management. In 2000, Mr. Gevry led a management buyout from Duff & Phelps, which resulted in Boyd Watterson becoming an independent firm. Mr. Gevry holds a CFA Charter from the CFA Institute, an MBA from Case Western Reserve University and a BA from Cleveland State University. He is a member of the CFA Society of Cleveland and of the CFA Institute. | ||
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