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Short-Intermediate Municipal Bond Fund - Select (PGUIX)

Short-Intermediate Municipal Bond Fund - Select (PGUIX)
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
 
James Ahn| Executive Director Biography

James S. Ahn , executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, James is a senior portfolio manager for the Tax Aware Strategies team and manages tax aware mutual funds with the additional responsibility of strategy development & coordination for various products managed within the team. He is the lead portfolio manager on separately-managed short-duration accounts for U.S. tax-paying corporate investors, as well as clients of the JP Morgan Private Bank. Prior to joining the firm in 1996, he worked at Pricewaterhouse Coopers, LLP. James holds a B.S. in economics from the University of Pennsylvania.

Education
  • B.S., Economics, University of Pennsylvania
Experience
  • Industry Experience, 18 Years
  • Firm Experience, 18 Years
  • Fund Experience, 8 Years
 
Kevin M. Ellis| Executive Director Biography

Kevin M. Ellis, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Kevin is a portfolio manager for the Tax Aware Strategies team and is responsible for managing tax aware separate accounts. Before joining the firm in 2003, Kevin worked at Alliance Capital/Sanford Bernstein as a municipal bond trader. Kevin holds a B.S. in business administration from Boston University and is a CFA charterholder.

Education
  • B.S., Business Administration, Boston University
Experience
  • Industry Experience, 19 Years
  • Firm Experience, 11 Years
  • Fund Experience, 8 Years
Other funds managed by Kevin M. Ellis:

The Fund's fixed income securities are subject to interest rate risk. If rates increase, the value of the Fund's investments generally declines.

For some investors, income may be subject to the Alternative Minimum Tax. Capital gains, if any, are federally taxable. Income may be subject to state and local taxes.

The Fund may invest in futures contracts and derivatives. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.