Ultrashort Duration Bond
Plan Investment Fund Inc103 Bellevue ParkwayWilmington, DE 19809
Map
Phone: 800-621-9215
| Category: | Ultrashort Bond | | Fund Family: | Plan Investment Fund | | Net Assets: | 145.76M | | Year-to-Date Return: | 0.12% | | Yield: | N/A | | Morningstar Rating: | N/A | | Fund Inception Date: | Mar 5, 2012 |
|
Jennifer K. Wynn
Lead Manager since Mar 5, 2012 | | | " JENNIFER K. WYNN, CFA, SVP, Portfolio Manager
M.B.A. The University of Chicago Graduate School of Business
M.S. Massachusetts Institute of Technology
B.S.E. Princeton University
Jennifer joined the firm in 2000 and is the team leader for the credit sector, as well as a portfolio manager for our shorter duration strategies. She also serves as the co-team leader for our Short Term Bond product.
Prior to joining Merganser, Jennifer worked at Camp Dresser & McKee as a Water Resources Engineer. She began her career with American National Bank and Trust Company where she served as portfolio manager on Lehman Aggregate-indexed funds. In this role, she was also responsible for trading government, corporate, mortgage backed, and asset backed securities.
Jennifer holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.
" |
| Min Initial Investment: | 1,000,000 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks total return consistent with current income and capital preservation.
The fund is to invest in investment-grade corporate debt securities, asset-backed securities, and non-government mortgage-backed securities, in addition to U.S. government securities and U.S. government agency securities. Its advisor, Merganser Capital Management, Inc, seeks to enhance the Portfolio's performance by allocating relatively more of its portfolio to the sector that the Advisor expects to offer the best balance between total return and risk. |
| Last Dividend
(Apr 29, 2013)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| N/A | | Average for Category: | 64.46% |
|
| Expense | PIFDX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.40% | 0.63% | | Prospectus Net Expense Ratio: | 0.40% | N/A | | Prospectus Gross Expense Ratio: | 0.73% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 1.89% | | Max Deferred Sales Load:
| N/A | 2.29% | | 3 Yr Expense Projection*: | 238 | 281 | | 5 Yr Expense Projection*: | N/A | 473 | | 10 Yr Expense Projection*: | N/A | 1,000 |
|
|
0.08%