PIA High Yield (MACS) Mgd Acct Cmpltn
Milwaukee, Wi 53202
615 East Michigan Street
Advisors Series Trust(PIA)
(414) 765-6609
管理資訊
,自 2017年12月25日 起的牽頭經辦人
Mr. McAdams currently serves as President of PIA. From PIA’s formation in 1986 until 2018 he served as the firm’s Chief Investment Officer. Mr. McAdams is a board member of Anworth Mortgage Asset Corp., a publicly-traded company which manages a portfolio of mortgage securities for its shareholders. From 1996 to 2004, Mr. McAdams served as the Chairman and CEO of Syndicated Capital, Inc., the former distributor of the PIA Mutual Funds..
Before joining PIA, Mr. McAdams held the positions of President of Security Pacific Investment Managers, Inc., Senior Vice President of Trust Company of the West, and an Investment Officer with the State of Tennessee. Mr. McAdams has served as a Board member of the California Public Employees Retirement System (“CALPERS”).
Since 1997, Mr. McAdams has also been the founder, Chairman and
CEO of Anworth Mortgage Asset Corp, a NYSE listed company (“ANH”)
that manages a portfolio of mortgage backed securities for its mostly
institutional shareholders.
He is a Chartered Financial Analyst Charter Holder, and a Certified Employee Benefit Specialist. Mr. McAdams holds a B.S. in Statistics from Stanford University and an M.B.A. from the University of Tennessee
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別High Yield Bond
基金家族PIA Mutual Funds
淨資產168.54M
本年度至今日回報2.88%
收益率8.27%
晨星評級★★★★★
成立日期2017年12月25日
基金運作
上次股息0.23
上次資本增益-11.00
持股週轉率33.00%
組別平均無
費用與支出
支出PIAMX類別平均
年報支出比率 (淨值)0.20%0.95%
招股書淨支出比率0.20%無
招股書總支出比率0.20%無
最高 12b1 費用無無
最高首次認購費無3.88%
最高遞延銷售費用無1.28%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
