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Wilmington Broad Market Bond Fund Institutional Class (ARKIX)
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Wilmington Broad Market Bond Instl
8.64
+0.01
+0.12%
- Overview
- Profile
- Historical Data
- Holdings
ARKIX Overview
On this page you'll find an in-depth profile of Wilmington Broad Market Bond Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ARKIX among other information.
Investment Strategy
The investment seeks to provide current income and secondarily, capital growth. Under normal circumstances, the fund invests at least 80% of the value of its net assets in fixed income securities. The investment advisor will generally select investment grade fixed income securities and unrated securities determined to be of comparable quality, but also may invest up to 5% of the fund's total assets in lower-rated debt securities ("junk bonds"). The fund seeks to maintain a dollar-weighted average maturity of four to ten years.
Contact Information
Address
100 e. Pratt Street,17th Floor
Baltimore,MD 21202
United States
Baltimore,MD 21202
United States
Phone
1-800-836-2211
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Randy H. Vogel | Administrative Vice President | 2012 | Now |
| Biography | Administrative Vice President and Head of Fixed Income Randy Vogel, CFA, CIPM, is responsible for all investment-grade credit research for taxable fixed income. He oversees the credit review process, which includes a thorough analysis and review of approved issuers. Randy is also responsible for the management of taxable fixed income portfolios. He provides an analysis of trends in the credit markets, and identifies relative value opportunities that may help to maximize performance and minimize risk across taxable fixed income portfolios. Randy rejoined Wilmington Trust in 2008 after spending two years with PNC Capital Advisors as a senior credit analyst covering the banks, brokerage, utility, and telecommunications industries. He holds a master’s degree from Temple University and a bachelor’s degree in business administration from the University of Delaware. He is a CFA® charter holder and a member of the Financial Analysts of Philadelphia. Randy also earned his Certificate in Investment Performance Measurement (CIPM) designation in 2020. | ||
| James M. Hannan | Vice President | 2002 | Now |
| Biography | James M. Hannan is an Administrative Vice President and has been a Portfolio Manager of WTIA since 1996 and a Vice President of M&T Bank since April 2003. Mr. Hannan was a Money Market trader at AllFirst Bank from 1987 to 1992 and a Portfolio Manager from 1992 until its acquisition by M&T Bank in April 2003. In addition to his portfolio management duties, Mr. Hannan is also responsible for several separately managed institutional portfolios. Mr. Hannan earned his B.S. from the University of Maryland and his M.B.A. from George Washington University. | ||
| Wilmer C. Stith | Senior Portfolio Manager | 1996 | Now |
| Biography | Wilmer C. Stith III, CFA, has been a Vice President and Portfolio Manager of WTIA since 1996. In addition to his portfolio management duties, he manages fixed income separate accounts and is responsible for analyzing and trading various fixed income securities. Prior to joining WTIA in 1995, Mr. Stith was an investment executive with the Treasury Banking Group of First National Bank of Maryland in Baltimore, Maryland. Mr. Stith holds an M.B.A. from Loyola University Maryland and an undergraduate degree from Kenyon College. Mr. Stith has been quoted in various financial periodicals including the Wall Street Journal and Barron's Magazine. Mr. Stith has also done several TV appearances on CNBC, Bloomberg TV, and the Fox Business Channel. | ||
| Dominick J. D'Eramo | Senior Vice President | 2012 | 2021 |
| Biography | Dominick J. D’Eramo, CFA, is Senior Vice President and Head of Fixed Income at Wilmington Trust Investment Advisors. He is a member of the investment team . Mr. D’Eramo has been affiliated with Wilmington Trust Corporation since 1986 and with WFMC since 1987 as a Fixed Income Trader. He was promoted to a Portfolio Manager in 1990. In 2007, he became Director of Institutional Fixed Income, responsible for all institutional fixed income products. A graduate of the University of Delaware with a bachelor's degree in Business Administration, Mr. D'Eramo earned his M.B.A. from Widener University and his designation as a Chartered Financial Analyst. Mr. D'Eramo is a member of the Financial Analysts of Philadelphia and has served as a grader for the Chartered Financial Analyst exam. | ||
| Steven M. Gradow | Managing Director | 1996 | 2002 |
| Biography | Gradow is a managing director with Allied Investment Advisors, his employer since 1996. He has five years of fixed-income management experience with the Public Employees Retirement System of California (CALPERS). He also worked as a portfolio manager for Washington State Investment Board in Seattle for four years. | ||
| Susan L. Schnaars | portfolio manager/vice President | 1994 | 1998 |
| Biography | Schnaars is the portfolio manager for the fund. She is responsible for managing several large institutional accounts for M&T Bank. Schnaars has been a vice president and portfolio Manager of MTBIA (formerly Allied Investment Advisers, Inc.) since 1996 and a vice president of M&T Bank since April 1, 2003. She was a portfolio Manager of Allfirst Bank from 1992 until its acquisition by M&T Bank in April 2003. Schnaars holds the Chartered Financial Analyst and Certified Public Accountant designation. | ||
| Christopher E. Baggini | Senior Portfolio Manager | 1996 | 1996 |
| Biography | Christopher E. Baggini, CFA Senior Portfolio Manager/Global Security Analyst, Principal Turner Investments Chris Baggini is a senior portfolio manager/global security analyst on Turner’s large cap growth team, covering stocks in the consumer sector. Mr. Baggini is the lead manager for a new long/short portfolio, Turner Titan, a diversified global portfolio of investments in all market sectors, with a focus on large cap stocks. Mr. Baggini joined Turner in 2010. Prior to joining Turner Investments, Mr. Baggini was the lead portfolio manager of the Aberdeen Equity Long-Short Fund at Aberdeen Asset Management. He also served as a senior portfolio manager at Nationwide Financial Services (formerly Gartmore/Villanova Capital). Mr. Baggini earned his MBA in Finance at the Leonard N. Stern School of Business at New York University and earned a bachelor’s degree in economics at Fairfield University. He is a member of the CFA Institute and CFA Society of Philadelphia. | ||
| H. Giles Knight | Managing Director, Director | 1996 | 1996 |
| Biography | Knight is a managing director and director of equity research with Allied Investment Advisors, his employer since 1994. Prior to that, he served as director of special equity investments with ASB Capital Management from 1990 to 1994. | ||
| Paul Hutter | - | 1993 | 1996 |
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