Fixed Income Fund
During the spring of 2005, the Student Finance Association launched a fixed income fund to be managed by undergraduate students. The initial funding of $45,956 was provided by the Kansas State University Foundation. The objectives of the Fund are:
- To provide undergraduates with learning opportunities through incremental investments in various fixed income securities.
- To generate a stream of income to be used for scholarships and trip expenses by way of the Student Finance Association.
- The Fund is managed by the Fixed Income Fund Committee whose actions are governed by the Fund's policy statement.
- Portfolio Snapshot as of May 3, 2007 Total Cash: $35,550.61
Long Market Value: $11,423.00
Total Value: $46,973.61
Fund Managers
| Fund Manager | Co-Manager | Committee | ||
|---|---|---|---|---|
| 2009-10 | Zac Sobba | Charles Mersman |
Kevin Brown Alex Janstch | |
| 2008-09 | Greg Foote | Steven Townsend |
Hilsentan Alcee Darin Mainquist Jesse Pounds Jerod Struthers Gage Bredfeldt Jeff Bolton Zac Sobba Seth Auld Charles Mersman | |
| 2007-08 | Cameron Addington |
Hilsentan Alcee Don Braden Ryan Brooks Ryan Cain Devin Geniessee Kyle Harris Jonny Hermes Brad King Dustin Langton Chris Lemon Eric Lorimer Darin Mainquist Derek McKinney Jason Rugan Dustin Stralow Ryan Wilkerson Wei Wu | ||
| Spring 2007 | John Thurlow |
Cameron Addington Matt Gengler Tom Martin Nick Sutcliffe | ||
| Fall 2006 | Brent Humphreys |
Cameron Addington Matt Gengler Tom Martin Nick Sutcliffe |
||
| 2005-2006 Founding Members | Adam Borst | Brian Coleman | Jason Amy Melissa Conrad Katie Haller Amy Jubela Dave Marty Destin Rizzo Kurt Schiller Megan Walker |
Application
Interested in joining our committee? Fill out an application and turn it to the finance office. Contact Zac Sobba or Scott Hendrix if you have any questions!
Policy Statement
The Kansas State University Student Finance Association Fixed Income Fund (hereafter, the Fund) is established with an endowment of $45,956 (hereafter, the Principal Amount) to serve as 1) an opportunity...
Read the rest of Fund Policy Statement.
Current Holdings
The fund is currently invested in these funds:
- Vanguard GNMA Fund
- Altria, Inc Bonds (.doc)