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Sei Institutional Investments Trust Core Fixed Income Fund Class A (SCOAX)
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8.71
-0.02
-0.23%
- Morningstar Rating:
- Total Assets: 7.27B
SEI Core Fixed Income A (SIIT)
8.71
-0.02
-0.23%
- Overview
- Profile
- Historical Data
- Holdings
Sei Institutional Investments Trust Core Fixed Income Fund Class A Overview
On this page you'll find an in-depth profile of Sei Institutional Investments Trust Core Fixed Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of SCOAX among other information.
Investment Strategy
The investment seeks current income consistent with the preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed income securities. It will invest in investment and non-investment grade (junk bond) U.S. and foreign corporate and government fixed income securities, including emerging market, asset-backed securities, mortgage dollar rolls and mortgage-backed securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Joshua Lofgren | Portfolio Manager | 2023 | Now |
| Biography | Joshua Lofgren is a portfolio manager on the High-Grade team for MetLife Investment Management (MIM) Public Fixed Income. In this role, he leads the Corporate Strategy, the Intermediate Corporate Strategy, and the Long Short Credit Strategy, and is a co-portfolio manager on the Core and Core Plus Strategies. Joshua joined MIM in September 2017, in connection with the acquisition of Logan Circle Partners (LCP) by MetLife. Prior to joining LCP in 2012, he worked in the securities division at Goldman Sachs in New York for nine years, working with institutional clients across a range of credit products, including investment grade and high yield credit, in both cash and derivative form. He has over 19 years of industry experience. Joshua has a Bachelor of Science in business administration with a concentration in finance from the University of Richmond. He is a CFA® charterholder | ||
| Ruben Hovhannisyan | Portfolio Manager | 2023 | Now |
| Biography | Mr. Hovhannisyan is an Associate Generalist Portfolio Manager in the Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to his current role, he served as a Senior Portfolio Analyst working alongside the Generalist Portfolio Managers. Mr. Hovhannisyan joined TCW from Metropolitan West Asset Management company, where he spent two years as a collateralized debt obligations specialist and member of the portfolio risk management group. Prior to joining MetWest in 2007, he was an associate at KPMG Structured Finance Group where he was engaged in various projects analyzing structured products. Mr. Hovhannisyan holds a BA in Business/Economics from the University of California, Los Angeles (UCLA) and an MBA from the UCLA Anderson School of Management. He is a CFA charterholder. | ||
| Jerry Cudzil | Portfolio Manager | 2023 | Now |
| Biography | a portfolio manager of the Total Return Bond Fund. Mr. Cudzil, a Group Managing Director, is a Generalist Portfolio Manager for the U.S. Fixed Income Group. Previously, Mr. Cudzil was Head of Credit Trading, overseeing the U.S. Fixed Income Group’s trading of investment-grade corporate bonds, high-yield bonds, leveraged loans, and credit derivatives. Prior to joining TCW in 2012, Mr. Cudzil was a Yield Bond Trader for Morgan Stanley and Deutsche Bank, specializing in project finance, aviation, and energy securities. He was previously a Portfolio Manager for Dimaio Ahmad Capital, managing the multi-strategy credit fund and aviation fund and leading the firm’s risk management team. Mr. Cudzil began his career as a Corporate Bond Trader for Prudential Securities and has also traded investment grade and high yield debt for Credit Suisse and Goldman Sachs. | ||
| Natalia Glekel | Portfolio Manager | 2022 | Now |
| Biography | Natalia Glekel is a fixed income credit portfolio manager. She joined Jennison in 2022. Previously, Natalia was a credit analyst at Amundi US, covering US investment grade, high yield, and loan credits. Prior to joining Amundi US, she was a fixed income analyst at Aberdeen Standard Investments, where she covered US high yield and US investment grade credit. Natalia earned a BS in finance from Suffolk University and an MSF from Boston College Carroll Graduate School of Management. She is a CFA charterholder. | ||
| Anthony Karaminas | Head | 2021 | Now |
| Biography | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Nilay Shah | - | 2021 | Now |
| Biography | Nilay Shah serves as a Portfolio Manager for the Opportunistic Income and Core Fixed Income Funds. Mr. Shah's duties include manager due diligence and selection for SEI's fixed income fund management and separate account business with a primary focus on US investment-grade and high yield strategies. Mr. Shah joined SEI in 2005 and has over 15 years of investment experience. Mr. Shah received a Bachelor of Science in Business Administration with concentrations in Finance and Economics from Drexel University and a Master of Business Administration with a concentration in Finance from Saint Joseph's University. | ||
| Julien A. Scholnick | Portfolio Manage | 2020 | Now |
| Biography | – Western Asset Management Company, LLC – Portfolio Manager, 2003- – Salomon Smith Barney – Associate, Private Client Group, 2000-2001 – Digital Coast Partners – Senior Analyst, 1999-2000 – Arthur Andersen, LLP – Senior Analyst, 1997-1999 – Cornell University, M.B.A. – University of California, Los Angeles, B.A., magna cum laude – Chartered Financial Analyst | ||
| John L. Bellows | Portfolio Manager | 2020 | Now |
| Biography | – Western Asset Management Company, LLC – Portfolio Manager, 2012- – U.S. Department of the Treasury – Acting Assistant Secretary for Economic Policy; Deputy Assistant Secretary for Microeconomic Analysis; Senior Advisor in the Office of Economic Policy, 2009-2011 – University of California, Berkeley, PhD Economics – Dartmouth College, B.A. Economics, magna cum laude – Chartered Financial Analyst | ||
| David Morse | Portfolio Manager | 2020 | Now |
| Biography | David Morse is a fixed income credit portfolio manager. He joined Jennison in 2020. Previously, David was managing director of global credit and head of credit research at Mellon Investment Management. David joined Mellon as an associate portfolio manager, and has held several different positions spanning trading, research, and portfolio management. Prior to Mellon Investment Management, David worked at Merrill Lynch as a private wealth analyst in their private banking and investment group. He earned a BA from Lafayette College and an MBA and MSF from Boston College. David is a CFA charterholder. | ||
| Frederick R. Marki | Portfolio Manager | 2020 | Now |
| Biography | Frederick R. Marki is a Portfolio manager of Western since 2005. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. Marki joined Western Asset in 2006. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. and its predecessor companies. | ||
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