portfolio management
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Andrew D. Harding
Managing Director, Chief Investment Officer/Fixed Income
- Industry Experience: 31 years
- B.S.E., Princeton University
- M.B.A., Baldwin-Wallace College
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Andy is the chief investment officer for Fixed Income, chair of the Investment Committee and a managing director of the firm. Andy leads the strategy and performance for all of the taxable fixed income investments and also serves as the Fixed Income team’s mortgage security specialist, bringing more than 25 years of experience in research and fixed income to the firm. Prior to joining the firm or its predecessor in 2000, he was senior vice president of McDonald Investments Mortgage-Backed Securities Trading. Andy holds a B.S. in civil engineering from Princeton University and an M.B.A. from Baldwin-Wallace College.
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Mark A. Lozina, CFA
Senior Portfolio Manager
- Industry Experience: 16 years
- B.S., State University of New York at Geneseo
- M.B.A., University of Rochester
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Mark is lead portfolio manager for the actively managed short duration portfolios. He is co-leader for all structured product research, such as mortgage-backed and asset-backed securities. Prior to joining the firm or its predecessor in 2002, he was with National City Corporation's Equity Sponsor Group, involved with senior debt lending for equity buy-outs. A CFA charterholder, Mark received a B.S. from the State University of New York at Geneseo and an M.B.A. from the University of Rochester.
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Timothy D. Compan, Jr., CFA
Senior Portfolio Manager
- Industry Experience: 12 years
- B.S., Case Western Reserve University
- M.B.A., University of Chicago
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Tim is the lead portfolio manager for the Core and Core Plus fixed income products, as well as co-lead of Credit Research team. His responsibilities include integrating investment-grade and high yield resources and implementing credit portfolio strategies. He was an investment-grade bond trader for Goldman Sachs Asset Management prior to joining the firm or its predecessor in 2003. A CFA charterholder, Tim possesses a B.S. from Case Western Reserve University and an M.B.A. from the University of Chicago.
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Sean T. Rhoderick, CFA
Senior Portfolio Manager
- Industry Experience: 17 years
- B.S., James Madison University
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Sean is co-lead of the Credit Research team and is a portfolio manager for intermediate fixed income portfolios. Prior to joining PNC in 2004, Sean spent six years at Freddie Mac in credit research and four years as a bank credit analyst at the rating agency LACE Financial Corporation. Sean is a cum laude graduate of James Madison University with a bachelor's degree in business administration, and he holds the Chartered Financial Analyst designation. He is an active member of AIMR and the CFA Society of Washington, DC.
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Quick Stats |
as of 12/31/2011 |
| Inception |
10/31/1988 |
| Ticker |
PFDIX |
| CUSIP |
69351J223 |
| Net Assets |
$176,165,717 |
| Duration |
4.28 years |
Morningstar Style1Intermediate-Term Bond |
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Daily Price
as of 2/3/12
| NAV |
POP |
Chg ($) |
Chg (%) |
| $10.71 |
$10.71 |
-$0.03 |
-0.28% |
Risk/Reward Chart
Performance quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than that shown here.
1As of most recent month-end. The Morningstar Style Box reveals the Fund’s investment strategy. For fixed-income funds, the vertical axis shows the average credit quality of the bonds owned and the horizontal axis shows interest-rate sensitivity as measured by a bond’s duration (short, intermediate or long). Credit quality ratings are subject to change. For more complete information about how fixed income style boxes are categorized, please click here to view the Morningstar.com style box analysis.