基本資料

投資策略

此基金的投資目標是長期資本增長。為達至此目標，基金至少將其80%的淨資產投資於以下公司的股票及與股票有關的證券;其市值至少相等於在買入時被列入標準普爾500 指數內其中一間公司的市值。

基金經理人

• Papathanakos Vassilios
• 資歷 16年(2006-10-01 至今)

• Vassilios Papathanakos, Ph.D., was named Intech’s deputy chief investment officer in November 2012 and executive vice president, deputy chief investment officer in 2014. Prior to that, he was the firm’s director of research, based in Princeton, NJ. As deputy CIO, Dr. Papathanakos is jointly responsible, with Dr. Adrian Banner, Intech’s chief executive officer and chief investment officer, for the day-to-day implementation of Intech’s investment process and trading operations. Drs. Banner and Papathanakos have worked together during the past few years to implement Intech’s investment process,

• Runnels Joseph
• 資歷 19年(2003-04-25 至今)

• Joseph W. Runnels , CFA, has been Vice President of Portfolio Management since March 2003. Mr. Runnels joined Intech in June 1998. Mr. Runnels holds a Bachelor of Science degree in Business Administration from Murray State University. Mr. Runnels implements the day-to-day portfolio management and trading process for client portfolios. He also handles brokerage relationships and supervises the daily execution of trading for client accounts. Mr. Runnels holds the Chartered Financial Analyst designation.

• Banner Adrian
• 資歷 19年(2003-04-25 至今)

• Adrian Banner, Ph.D., is chief investment officer, a position he's held since January 2012. Dr. Banner served as chief executive officer from November 2012 to March 2022.
  
   He joined Intech in August 2002 and since that time has been an integral part of the firm’s Princeton-based research team. In 2009, he was named the firm’s co-chief investment officer.

基金費用

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