TS&W/Claymore Tax-Advantaged Balanced Fund
2455 Corporate West Drive
Lisle,
IL 60532
United States - Map
Phone: 630-505-3700
Fax: 804-353-0925
Web Site: http://www.tswclaymore.com
| TS&W/Claymore Tax-Advantaged Balanced Fund is a close ended balanced mutual fund launched by Claymore Securities, Inc. The fund is co-managed by Claymore Advisors, LLC, Thompson, Siegel & Walmsley, LLC, and SMC Fixed Income Management, LP. It invests in the public equity and fixed income markets of the United States. The fund makes its investments in stocks of companies operating across diversified sectors. The fund seeks to invest in value stocks of companies. It employs a fundamental analysis, with a combination of bottom-up and top-down stock picking approach to create its portfolio. For its fixed income investing, the fund typically makes its investments in securities having maturity period of more than 10 years and are rated A or higher. It benchmarks the performance of its equity portfolio against the S&P 500 Index and its fixed-income portfolio against the Lehman Brothers U.S. Municipal Long Bond Index, the Merrill Lynch High Yield Master II Index, and the Merrill Lynch U.S. Fixed Rate Preferred Stock Index. The fund conducts an in-house research to make its investments. TS&W/Claymore Tax-Advantaged Balanced Fund was formed on February 12, 2004 and is domiciled in the United States. |
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| Key Statistics |
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| | Pay | Exercised | Mr. J. Thomas Thomas Futrell CFA, 53
Chief Exec. Officer |
N/A
| N/A | Mr. Steven Mark Hill CPA, 44
Chief Financial Officer, Chief Accounting Officer, Treasurer, Chief Financial Officer of Claymore Advisors LLC and Sr. Managing Director of Claymore Advisors LLC |
N/A
| N/A | Mr. Nicholas Dalmaso J.D., 44
Trustee, Member of Exec. Committee, Sr. Managing Director of Claymore Advisors LLC and Gen. Counsel of Claymore Advisors LLC |
N/A
| N/A | Mr. Herbert Bruce Thomson III,
Mang., Director of Research, and Sec. |
N/A
| N/A | Mr. Mark E. Matthiasen , 31
Sec. |
N/A
| N/A |
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Dollar amounts are as of
and compensation values are for the last fiscal
year ending on that date. "Pay" is salary, bonuses, etc. "Exercised" is the value of
options exercised during the fiscal year.
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0.34% Nasdaq 
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