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Principal Capital Appreciation Fund Institutional Class (PWCIX)
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88,66
+0,35
+0,40%
22/11 - Закрыт. Цена в USD
- Рейтинг Morningstar:
- Итого активов: 3,32B
Principal Capital Appreciation Inst
88,66
+0,35
+0,40%
- Обзор
- Профиль
- Прошлые данные
- Активы
Обзор PWCIX
На этой странице представлен подробный профиль Principal Capital Appreciation Fund Institutional Class. Узнайте о руководителях, совокупных активах, стратегии инвестиций и контактной информации PWCIX, а также получите ряд других сведений.
Контактная информация
Адрес
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Телефон
1-800-787-1621
Веб-сайт
www.principalfunds.com
Руководители
| Название | Заголовок | Год | До |
|---|---|---|---|
| Theodore Jayne | Manager | 2015 | Сейчас |
| Биография | Mr. Jayne is a Portfolio Manager at Edge Asset Management. He joined EDGE in 2015 & has been in the investment industry since 1998. Previously, he was a Managing Director & Portfolio Manager at Wellington Management Company, LLP. He received a bachelor’s degree in Anthropology from Harvard University. Mr. Jayne has earned the right to use the Chartered Financial Analyst designation. | ||
| Daniel R. Coleman | Head | 2010 | Сейчас |
| Биография | Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors, and serves as a Portfolio Manager. He is responsible for security selection and overseeing the firm’s equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to the Head of Equities in 2005. He has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor's degree in finance from the University of | ||
| Philip M. Foreman | Vice President | 2002 | 2015 |
| Биография | Foreman has been employed by Edge since January of 2002. Prior to that, he was senior vice present and equity mutual fund manager at Evergreen Asset Management Co. from 1999 until 2002, and vice president and senior portfolio manager at Edge from 1991 until 1999. | ||
| Sarah E. Radecki | Portfolio Manager | 2013 | 2014 |
| Биография | Sarah E. Radecki joined Principal in 1999. Ms. Radecki earned bachelor’s degrees in political science and economics from Saint Mary’s College of California and a master’s degree in economics from the University of California at Santa Barbara. She has earned the right to use the Chartered Financial Analyst designation. | ||
| Randall L. Yoakum | CEO | 2001 | 2002 |
| Биография | Randall L. Yoakum, CFA co-founded Strategic Income Management (SiM) in October, 2010, and is primarily responsible for Asset Allocation portfolio management, investment strategy and economic research. He also sets the firm’s direction and is active in the communication of SiM’s investment process, decisions and strategy. Mr. Yoakum has 30+ years of experience in the investment management business, focused primarily on equity and asset allocation markets. Prior to co-founding SiM, Mr. Yoakum was the Chief Investment Strategist and Chairman of the Asset Allocation Team for Edge Asset Management, an affiliate of Principal Global Investors. His investment management experience dates back to 1984. Mr. Yoakum holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.B.A. from Pacific Lutheran University and an M.B.A. from Arizona State University. | ||
| David W. Simpson | Portfolio Manager | 1993 | 2001 |
| Биография | Dave is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He has co-managed Edge’s SMID Equity Income strategy since its inception in 2007 . Dave joined Edge in 1993 and has been in the investment industry since 1986. Previously, he was Chief Investment Officer and Managing Director at Summit Capital Management. He received an M.B.A. in finance from the University of Wisconsin and a bachelor’s degree in agricultural sciences from the University of Illinois. Dave has earned the right to use the Chartered Financial Analyst designation. | ||
| Jeffrey D. Huffman | Portfolio Manager | 1995 | 1998 |
| Биография | Huffman is a portfolio manager with Columbia Management, and has been associated with Columbia Management or its predecessors since April, 2000. Previously, he was vice president and senior portfolio manager with WM Advisors from January 1995 to March 2000. Prior to that, he spent a year as a vice president and trust portfolio manager with First Interstate Bank. Huffman holds the Chartered Financial Analyst designation. | ||
| Philip M. Foreman | Vice President | 1991 | 1998 |
| Биография | Foreman has been employed by Edge since January of 2002. Prior to that, he was senior vice present and equity mutual fund manager at Evergreen Asset Management Co. from 1999 until 2002, and vice president and senior portfolio manager at Edge from 1991 until 1999. | ||
| Craig S. Hobbs | President | 1986 | 1995 |
| Биография | Hobbs is currently president of Composite Research & Management, his employer since 1983. Previously, he spent five years as a portfolio manager with Unigard Mutual Insurance, and four years as a portfolio manager for the Washington State Investment Board. Hobbs holds Chartered Financial Analyst designation. | ||
| Randall L. Yoakum | CEO | 1991 | 1994 |
| Биография | Randall L. Yoakum, CFA co-founded Strategic Income Management (SiM) in October, 2010, and is primarily responsible for Asset Allocation portfolio management, investment strategy and economic research. He also sets the firm’s direction and is active in the communication of SiM’s investment process, decisions and strategy. Mr. Yoakum has 30+ years of experience in the investment management business, focused primarily on equity and asset allocation markets. Prior to co-founding SiM, Mr. Yoakum was the Chief Investment Strategist and Chairman of the Asset Allocation Team for Edge Asset Management, an affiliate of Principal Global Investors. His investment management experience dates back to 1984. Mr. Yoakum holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.B.A. from Pacific Lutheran University and an M.B.A. from Arizona State University. | ||
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