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Corporate Bond Fund - Select (CBFSX)

Corporate Bond Fund - Select (CBFSX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Lisa Coleman
Lisa Coleman| Managing Director Biography

Lisa Coleman, managing director, is the head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Lisa was at Schroders Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income. Previously, she was at Allmerica Financial, managing core and corporate bond portfolios. Before this, Lisa was Deputy Manager of Global Fixed Income at Brown Brothers Harriman, managing corporate bond, asset-backed security, mortgage-backed security and government bond portfolios. Prior Brown Brothers Harriman, Lisa worked at Merrill Lynch in foreign exchange sales and at Travelers Insurance Company as an analyst and portfolio manager. Lisa began her career at the Federal Reserve Bank of New York, holding roles in the foreign exchange and foreign relations departments. Lisa holds a B.A. in economics from Trinity College, Hartford, Connecticut and a M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York. In addition, she is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

Education
  • B.A. in economics from Trinity College, Hartford, Connecticut
  • M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York
Experience
  • Industry Experience, 33 Years
  • Firm Experience, 6 Years
  • Fund Experience, 1 Year
Jeremy Klein
Jeremy Klein| Managing Director Biography

Jeremy Klein, managing director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Jeremy is a portfolio manager within the U.S. Investment Grade Corporate Credit Team and is responsible for managing credit exposure across client portfolios. An employee since 2000, Jeremy was previously a member of the U.S. Fixed Income Portfolio Management Group, overseeing broad market accounts. Jeremy holds a B.S. in finance from the Wharton School of the University of Pennsylvania and is a CFA charterholder.

Education
  • B.S. in finance from the Wharton School of the University of Pennsylvania
Experience
  • Industry Experience, 14 Years
  • Firm Experience, 14 Years
  • Fund Experience, 1 Year
Other funds managed by Jeremy Klein:

Concentrating Fund investments in companies conducting business in the same industry will subject the Fund to a greater risk of loss as a result of adverse economic, business or other developments affecting that industry than if its investments were not so concentrated.

The Fund's investments in bonds and other debt securities will change in value based on changes in interest rates. If rates rise, the value of these investments generally drops. The Fund may invest in variable and floating rate securities. Although these instruments are generally less sensitive to interest rate changes than other fixed rate instruments, the value of floating rate securities may decline if their interest rates do not rise as quickly, or as much, as general interest rates.

The Fund may invest in securities that are below investment grade (i.e., "high yield" or "junk bonds") that are generally rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although these securities tend to provide higher yields than higher-rated securities, there is a greater risk that the Fund's share price will decline.

The Fund invests in foreign and emerging markets securities which are subject to greater volatility and special risks in addition to those of U.S. investments. The Fund may invest in securities issued or guaranteed by foreign governmental entities (known as sovereign debt securities). These investments are subject to the risk of payment delays or defaults. There is no legal or bankruptcy process for collecting sovereign debt.