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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

US Funds

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15,15 +0,22 +1,47%

11/04 - Zamknięty. Wartość w USD

Typ: Fundusz

Rynek: Stany Zjednoczone

Emitent: Principal Funds

Klasa aktywu: Obligacja

Ocena firmy Morningstar:
Aktywa ogółem: 3,06B

Przegląd
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Przegląd PTDIX

Na tej stronie znajdziesz szczegółowy profil Principal Lifetime 2040 Fund Institutional Class. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych PTDIX.

Kategoria

Target-Date 2040

Aktywa ogółem

3,06B

Koszty

0,01%

Data utworzenia

36951

Informacje kontaktowe

Adres 430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States

Telefon 1-800-787-1621

Internet www.principalfunds.com

Kierownictwo najwyższego szczebla

Nazwa	Tytuł	Od	Do
Todd A. Jablonski	Portfolio Manager	2025	Teraz
Biografia	Todd Jablonski is the chief investment officer and head of multi-asset investment strategies and solutions for Principal Global Investors. He is responsible for the business, research, and investment management of Principal Global Asset Allocation. Jablonski oversees specialized multi-asset investment strategies and solutions, including target date, dynamic risk, outcome-oriented solutions, and bespoke multi-asset investments on behalf of global clients. He leads portfolio management, product development, and research capabilities, which include macro insights, manager research, and investment risk & analytics. He also serves as a Portfolio Manager on U.S. dynamic risk asset allocation strategies. In addition, Jablonski is a member of Principal Global Investors’ Operating Committee. In this capacity, he contributes to the overall vision and management of Principal Global Investors, including strategic planning and execution. He also serves on the board of directors of AFP Cuprum S.A. in Santiago, Chile. Jablonski joined Principal® in 2010. Previously, he was an Executive Director and Portfolio Manager at UBS, and prior to that, a Vice President and Portfolio Manager at Credit Suisse. He has an MBA with concentration in quantitative finance from New York University, a bachelor’s degree in economics from the University of Virginia and has earned the right to use the Chartered Financial Analyst designation.
May Tong	Portfolio Manager	2025	Teraz
Biografia	May Tong has been with Principal® since 2021. Prior to that, Ms. Tong was a Senior Vice President, Portfolio Manager for Franklin Templeton Multi-Asset Solutions since 2018. Prior to that, Ms. Tong was a Portfolio Manager and Head of Portfolio Implementation and Management for Voya Investment Management’s Multi-Asset Strategies and Solutions Team since 2011. Ms. Tong is responsible for the asset allocation and manager selection for Principal Global Asset Allocation. She earned a bachelor’s degree in Accounting and Finance from Boston College and an M.B.A. from Columbia University. She has earned the right to use the Chartered Financial Analyst designation.
Chad Severin	-	2025	Teraz
Biografia	Chad is a Senior Portfolio Analyst for Principal Asset Allocation. He is involved with asset class & market research, glide path & portfolio construction/modeling, portfolio risk & analytics, and trading associated with the strategies run by the Strategic Asset Allocation Team, which includes Principal Lifetime target date portfolios, core/satellite, and 529 Plans. Chad joined the firm in 2003. Prior to his current role, Chad served as a manager of equity performance & analytics at Principal Asset Management. He received a bachelor’s degree in accounting from Simpson College.
Scott W. Smith	Portfolio Manager	2017	Teraz
Biografia	Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999.
Randy L. Welch	Vice President	2007	Teraz
Biografia	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	2007	Teraz
Biografia	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.
Matthew D. Annenberg	Managing Director	2013	2018
Biografia	Matthew Annenberg has been with Principal Global Investors, LLC since 2012. Prior to PGI, he was a managing director at K2 Advisors and at ABM AMRO Bank. He earned a bachelor's degree in Finance from Harvard College. Mr. Annenberg has earned the right to use the Chartered Financial Analyst designation.
Jeffrey R. Tyler	Portfolio Manager	2011	2018
Biografia	Mr. Tyler joined Principal in 2011. Prior to that, Mr. Tyler was the Chief Investment Officer at EXOS Partners. From 1988-2009, Mr. Tyler was a Senior Vice President, Senior Portfolio Manager, and Manager of Taxable Fixed Income for American Century. He earned a B.A. in business economics and accounting from the University of California, Santa Barbara and a Master of Management in finance and economics from the J.L. Kellogg Graduate School of Management, Northwestern University. Mr. Tyler has earned the right to use the Chartered Financial Analyst designation.
Dirk Laschanzky	Portfolio Manager	2001	2014
Biografia	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.
David Blake	Executive Director	2008	2013
Biografia	Blake is the executive director and chief investment officer of fixed income for Principal Global Investors. Prior to joining Principal Global Investors in 2000, he was a senior portfolio manager for Boatmen's Capital Management, a subsidiary of Bank of America, where he began his career in 1989. He has earned the right of the Chartered Financial Analyst designation and is a member of the CFA Institute.

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Notowania

	Nazwa	Cena	Zm.	Zm.%
	Principal LifeTim.	15,15	+0,22	+1,47%