Lyle Fitterer - Ultra Short-term Fund Manager
| SMAVX Fund | USD 9.56 0.00 0.00% |
Lyle Fitterer is head of the TaxExempt Fixed Income team at Wells Capital Management, where he manages portfolio teams focused on municipal fixed income strategies. In addition to this role, Lyle also served as head of the WellsCap Customized Fixed Income team, which manages taxable longer duration strategies, from mid2005 to early 2009. Lyle joined the firm in 2005 from Strong Capital Management. At Strong, he was appointed director of Strongs Municipal Fixed Income team in 2000. Prior to that, he served in a variety of other roles with the firm, including managing director of Strongs Institutional Client Services team where he was responsible for overseeing institutional and intermediary sales. For six years prior to that, Lyle was a member of the Strong Taxable Fixed Income team, initially as an analyst and trader and then as a portfolio manager specializing in mortgage and assetbacked securities. Lyle began his investment career in 1989. He earned a bachelors degree in accoun
| Phone | 800-222-8222 |
Ultra Short-term Management Performance (%)
Similar Money Managers
| Found 9 records | One Year Return | ||
| Konstantine Mallas | T Rowe Price | N/A | |
| Joseph Sciortino | Pace Municipal Fixed | N/A | |
| Matthew Dalton | Transamerica Intermediate Muni | N/A | |
| Alan Kruss | California High Yield Municipal | N/A | |
| Duane McAllister | Baird Strategic Municipal | N/A | |
| Robert Davidson | Ab Impact Municipal | N/A | |
| John Wiley | Franklin High Yield | N/A | |
| Christopher Drahn | Nuveen Minnesota Municipal | N/A | |
| Mabel Lung | Pace Municipal Fixed | N/A | |
Ultra Short Term Leadership Team
Elected by the shareholders, the Ultra Short-term's board of directors comprises two types of representatives: Ultra Short-term inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Ultra. The board's role is to monitor Ultra Short-term's management team and ensure that shareholders' interests are well served. Ultra Short-term's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Ultra Short-term's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Lyle Fitterer, Fund Manager | ||
| Bruce Johns, Fund Manager |
Ultra Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Ultra Short-term a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Total Asset | 223.83 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 0.65 % | |||
| One Year Return | 3.21 % | |||
| Three Year Return | 1.00 % | |||
| Five Year Return | 1.06 % | |||
| Ten Year Return | 0.72 % | |||
| Net Asset | 844 M | |||
| Cash Position Weight | 4.65 % | |||
| Bond Positions Weight | 0.13 % |
Currently Active Assets on Macroaxis
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Ultra Short Term Municipal. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.