About Us

Joseph F. Kolerich

Joseph F. Kolerich

Senior Portfolio Manager
Dimensional Fund Advisors

Joseph Kolerich is a senior portfolio manager at Dimensional Fund Advisors, which serves as subadviser to the Virtus DFA Target Date Retirement Income Funds. Mr. Kolerich is also a member of the firm’s Investment and Investment Policy Committees. His responsibilities include managing domestic and global fixed income strategies for clients around the world, presenting Dimensional's fixed income strategies to clients and prospects, and contributing to the development and training of the firm’s investment professionals.

Prior to joining Dimensional's Fixed Income Portfolio Management team in 2001, Mr. Kolerich was employed for five years at Lincoln Capital Management, where he managed money market investments and traded corporate bonds. Previously, Mr. Kolerich served at Amalgamated Bank of Chicago for three years as an investment analyst, where he handled both portfolio management and client service responsibilities.

Mr. Kolerich earned his M.B.A., with concentrations in finance and economics, from the University of Chicago Booth School of Business. He holds a B.S. in finance from Northern Illinois University. Mr. Kolerich began his career in the investment industry in 1994.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission and provides subadvisory services to Virtus Investment Partners for the Virtus DFA Target Date Retirement Income Funds.

Please carefully consider a Fund’s investment objectives, risks, charges, and expenses before investing. For this and other information about any Virtus mutual fund, call 1-800-243-4361 or visit Virtus.com for a prospectus and/or summary prospectus. Read it carefully before you invest or send money.

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