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Principal Midcap Value Fund Iii Institutional Class (PVUIX)
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17.77
+0.19
+1.08%
- Morningstar Rating:
- Total Assets: 59.07M
Principal MidCap Value III Instl
17.77
+0.19
+1.08%
- Overview
- Profile
- Historical Data
- Holdings
Principal Midcap Value Fund Iii Institutional Class Overview
On this page you'll find an in-depth profile of Principal Midcap Value Fund Iii Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PVUIX among other information.
Investment Strategy
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. The fund invests in real estate investment trusts.
Contact Information
Address
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
1-800-787-1621
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Randy L. Welch | Vice President | 2010 | 2019 |
| Biography | Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University. | ||
| James W. Fennessey | Vice President | 2010 | 2019 |
| Biography | Mr. Fennessey, CFA, Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds and is a member of the Principal Funds Investment Committee. Fennessey earned a B.S. in Business Administration, with an emphasis in Finance, and a minor in Economics from Truman State University. He has earned the right to use the Chartered Financial Analyst designation. | ||
| Joel B. Fortney | Portfolio Manager | 2011 | 2014 |
| Biography | Joel is a portfolio manager for Principal Global Equities. He serves as co-manager for the U.S. Mid-Cap Value strategy. In addition, he provides fundamental investment research on U.S.-based companies in the financial sector. Joel joined the firm in 2001. He received an MBA in finance, economics, econometrics and statistics from the University of Chicago Booth School of Business and a Bachelor's Degree in finance from the University of Iowa. Joel has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Mariateresa Monaco | Portfolio Manager | 2010 | 2014 |
| Biography | Prior to joining PGI in 2005, she was a quantitative equity analyst at Fidelity Management and Research supporting a family of institutional equity funds. | ||
| James P. Barrow | Portfolio Manager | 2005 | 2014 |
| Biography | During Mr. Barrow’s 56-year investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973, he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. Mr. Barrow graduated from the University of South Carolina with a BS. | ||
| Mark Giambrone | Portfolio Manager | 2005 | 2014 |
| Biography | Mark joined BHMS in 1999. Prior to joining BHMS, Mark served as a portfolio consultant at HOLT Value Associates. During his 23-year career, he has also served as a senior auditor/ tax specialist for KMPG Peat Mearwick and Ernst & Young Kenneth Leventhal. Mark graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago. | ||
| Jeffrey A. Schwarte | Portfolio Manager | 2005 | 2014 |
| Biography | Jeff is a portfolio manager at Principal Global Equities. Jeff is an active member in the group’s research and development activities. He joined the equities group in 2000 as an analyst and named a portfolio manager in 2001. He has been with Principal since 1993. He received a bachelor's degree in accounting from the University of Northern Iowa. Jeff has earned the right to use the CFA designation. He is a Certified Internal Auditor and a Fellow of the Life Management Institute (FLMI). Jeff is a member of the CFA Society of Iowa and the CFA Institute. | ||
| Stephen Musser | Portfolio Manager | 2007 | 2009 |
| Biography | Musser is a portfolio manager at PGI. He specializes in the management of mid cap value portfolios and also provides analyst coverage of companies in the financial services industry. He joined the firm in 2001. Previously, Musser was an analyst for A.G. Edwards & Sons. | ||
| Dirk Laschanzky | Portfolio Manager | 2005 | 2007 |
| Biography | Dirk Laschanzky, CFA - Portfolio Manager Dirk is a portfolio manager for Multi-Asset Advisors, an investment boutique of Principal Global Investors. He heads the firm's asset allocation group and is a lead manager of the Principal LifeTime Funds, a family of diversified target-date lifecycle investment funds, since their creation in 2001. He joined the firm in 1997. Previously, Dirk was a portfolio manager and analyst for over seven years at AMR Investment Services (now American Beacon Advisors) where he managed short duration fixed income portfolios and was among the team responsible for the management of the American Airlines' pension plans. He also served previously as a financial analyst for American Airlines. Dirk received an MBA and bachelor's degree, both in finance, from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation. Dirk is a member of the CFA Society of Iowa and the CFA Institute. He is also an adjunct instructor of finance at the University of Iowa graduate business school. Financial Analyst designation. | ||
| Catherine A. Zaharis | Vice President | 2000 | 2005 |
| Biography | Zaharis is a vice president with Principal Global Investors, her employer since 1982. She has been managing portfolios for the company since 1987. Zaharis is the past president of the Iowa Society of Financial Analysts. Zaharis holds the Chartered Financial Analyst designation. | ||
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