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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Richard J. Stevenson
Portfolio Manager
- Industry Experience: 16 years
- B.A., Baldwin-Wallace College
- M.B.A., Baldwin-Wallace College
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Rick is the lead portfolio manager for the firm’s money market funds. Prior to joining the firm or its predecessor in 2002, he was with Productive Portfolios, Inc. where he focused on short duration/liquidity portfolio management for Ohio public sector clients. Additionally, he has two years experience as a corporate lending representative with Fifth Third Bank in Cleveland. Rick joined the firm or its predecessor in 2002 and holds both a B.A. and an M.B.A. from Baldwin-Wallace College.
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Patrick J. Azouri, CFA
Portfolio Manager
- Industry Experience: 12 years
- B.S., University of Pittsburgh
- M.B.A., Carnegie Mellon University
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Pat joined the Fixed Income team in 2005. He was most recently with the parent company of the firm or its predecessor, first as a retail bank deposits analyst, then as a corporate finance department analyst. Before that, he spent three years in institutional client services at Federated Investors. Pat holds a B.S. from the University of Pittsburgh and an M.B.A. from Carnegie Mellon University. He also is a CFA charterholder.
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Kelley Peel
Portfolio Manager
- Industry Experience: 13 years
- B.S., Salisbury University
- M.B.A., Loyola University - Maryland
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Kelley is a portfolio manager focused primarily on the money markets. She manages money market funds as well as multiple short-term investment funds. Prior to joining the firm or its predecessor in 2000, Kelley was a portfolio service associate with Legg Mason Wood Walker, Inc. She received her bachelor’s degree in finance and economics from Salisbury University and her M.B.A. in finance from Loyola University - Maryland. Kelley is a Level II CFA candidate.
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Quick Stats |
as of 12/31/2011 |
| Inception |
9/3/1986 |
| Ticker |
PCIXX |
| CUSIP |
69351J181 |
| Net Assets |
$1,664,411,628 |
| WAM |
41.21 days
As of 2/03/2012 |
Daily Price
as of 2/3/12
| NAV |
POP |
Chg ($) |
Chg (%) |
| $1.00 |
$1.00 |
$0.00 |
0.00% |
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.