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Treasury & Agency Fund - B (ONTBX)

Treasury & Agency Fund - B (ONTBX)
 ! This share class currently has a limited offering, please see prospectus for more details on the offering.
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Scott Grimshaw
Scott Grimshaw| Executive Director Biography

Scott E. Grimshaw, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Scott is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. An employee since 1988, Scott was previously a senior fixed income research analyst. Scott holds a B.S. in finance from Miami University, an M.B.A. from The Ohio State University and is a CFA charterholder.

Education
  • B.S., Finance, Miami University
  • M.B.A., Ohio State University
Experience
  • Industry Experience, 26 Years
  • Firm Experience, 26 Years
  • Fund Experience, 18 Years
Other funds managed by Scott Grimshaw:
Peter Simons
Peter Simons| Executive Director​ Biography

Peter Simons, executive director, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Columbus, Peter is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional taxable bond portfolios. Prior to joining the firm in 2001, Peter worked as a graduate assistant in the Office of the Treasurer at The Ohio State University, assisting in the management of the university’s short-term investments. Previously, he worked at Nifco U.S. as a design engineer in the automotive industry. Peter holds a B.S. in mechanical engineering from Cedarville University, an M.B.A. from The Ohio State University and is a CFA charterholder.

Education
  • B.S., Mechanical Engineering,Cedarville University
  • M.B.A., The Ohio State University
Experience
  • Industry Experience, 14 Years
  • Firm Experience, 13 Years
  • Fund Experience, 9 Years
Other funds managed by Peter Simons:

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

Ordinarily the Fund will invest at least 80% of its total assets in treasury and agency obligations.

The Fund primarily invests in U.S. Treasury and U.S. agency obligations including fixed income securities, mortgage-backed and mortgage-related securities, and inflation-linked securities, including fixed and floating rate debt securities of varying maturities issued by the U.S. government, its agencies and instrumentalities. The Fund also may invest in government mortgage-backed securities and government adjustable rat mortgage loans known as ARMs.

The Fund anticipates a very high degree of portfolio turnover. This will likely result in additional tax consequences.