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Fund Manager Profile: Jonathan Kasen
Name:
Education:
Jonathan
Kasen
- B.S., Boston College, 2001
- M.B.A., University of Southern California - The Marshall School of Business, 2006
Currently Managing
| Fund Name | Management Role | Date |
|---|
Previously Managing
| Fund Name | Management Role | Date |
|---|---|---|
| Fidelity Balanced K6 Fund | Co-Manager | 06/14/2019 to 12/31/2019 |
| VIP Balanced Portfolio - Service Class 2 | Co-Manager | 01/01/2014 to 12/31/2019 |
| VIP Balanced Portfolio - Investor Class | Co-Manager | 01/01/2014 to 12/31/2019 |
| VIP Balanced Portfolio - Service Class | Co-Manager | 01/01/2014 to 12/31/2019 |
| VIP Balanced Portfolio - Initial Class | Co-Manager | 01/01/2014 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class Z | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class A | Co-Manager | 06/29/2013 to 12/31/2019 |
| VIP Contrafund Portfolio - Initial Class | Co-Manager | 06/29/2013 to 04/30/2018 |
| Fidelity Balanced Fund | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class I | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class B | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class C | Co-Manager | 06/29/2013 to 12/31/2019 |
| VIP Contrafund Portfolio - Service Class | Co-Manager | 06/29/2013 to 04/30/2018 |
| VIP Contrafund Portfolio - Service Class 2 | Co-Manager | 06/29/2013 to 04/30/2018 |
| VIP Contrafund Portfolio - Investor Class | Co-Manager | 06/29/2013 to 04/30/2018 |
| Fidelity Balanced Fund - Class K | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Series All-Sector Equity Fund | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Series All-Sector Equity Fund - Class F | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class Z | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class M | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class A | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class M | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class C | Co-Manager | 06/29/2013 to 12/31/2019 |
| Fidelity Advisor Balanced Fund - Class I | Co-Manager | 06/29/2013 to 12/31/2019 |
| Select Energy Service Portfolio | Primary Manager | 07/01/2010 to 07/31/2013 |
| Select Energy Service Portfolio | Lead Manager | 07/01/2010 to 01/31/2014 |
| Select Industrial Equipment Portfolio | Primary Manager | 05/01/2008 to 03/31/2010 |
| Select Industrial Equipment Portfolio | Co-Manager | 05/01/2008 to 04/30/2010 |