FDX ADVISORS INC. Overview
Fdx Advisors Inc. is an investment advisor that manages 3.7 BN dollars in regulatory AUM and has 90 employees, of which 22 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/18. The fund's latest filing disclosed 3BN in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/18. The fund's latest filing disclosed 3BN in positions, representing 91% of the manager's regulatory AUM.
FDX ADVISORS INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FDX ADVISORS INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEFA | 4.19% | ETF | 0.85% | -0.34% | 0 | 9% | ||
| AGG | 2.99% | ETF | 0.09% | -0.08% | 0 | 5% | ||
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FEATURED IN
FDX ADVISORS INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Joseph N. Mrak | President/Chairman | July-2008 |
| Shari Hensrud | Chief Investment Officer | September-2011 |
| John F. Carey | Chief Operating Officer | January-2013 |
| Mark A. Herman | Chief Financial Officer | January-2012 |
| Robert F. Mehringer | Executive Vice President, Advisory Services | February-2013 |
| David A. Chandler | Chief Compliance Officer | April-2015 |
FDX ADVISORS INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FDX ADVISORS INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of investment analysis:
Qualitative Analysis – Registrant’s research team engages investment managers with questionnaires, conference calls, site visits and utilizes third-party databases to ensure managers (Alpha Providers) continue to meet thresholds established by Registrant. Analysis includes a review of the firm, the people, and the product, and can include criteria such as:
i. Ownership/structural changes ii. Operational/trading problems iii. Legal/Regulatory issues
iv. Key personnel turnover – (i.e., CIO, portfolio manager, etc.)
v. Investment style drift
Quantitative Analysis – Registrant’s research team utilizes third-party analytical tools, in addition to its own proprietary database to assess the manager’s performance and risk. The analytical tools include both, holdings-based attribution tools, a...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of investment analysis:
Qualitative Analysis – Registrant’s research team engages investment managers with questionnaires, conference calls, site visits and utilizes third-party databases to ensure managers (Alpha Providers) continue to meet thresholds established by Registrant. Analysis includes a review of the firm, the people, and the product, and can include criteria such as:
i. Ownership/structural changes ii. Operational/trading problems iii. Legal/Regulatory issues
iv. Key personnel turnover – (i.e., CIO, portfolio manager, etc.)
v. Investment style drift
Quantitative Analysis – Registrant’s research team utilizes third-party analytical tools, in addition to its own proprietary database to assess the manager’s performance and risk. The analytical tools include both, holdings-based attribution tools, a...
Unlock Full Investment Process Description
FDX ADVISORS INC. Portfolio Concentration
FDX ADVISORS INC. Location
2399 GATEWAY OAKS DRIVE, SUITE 200
SACRAMENTO, California
UNITED STATES, 95833
SACRAMENTO, California
UNITED STATES, 95833
FDX ADVISORS INC. Contact Information
Phone Number: 916-288-6400
Fax Number: 916-288-6500
Website: http://fdxadvisors.com
Fax Number: 916-288-6500
Website: http://fdxadvisors.com
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