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Pgi Cit Smid Cap Value Equity Fd Tier I (0P0000TNBD)

US Funds

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401.500 -0.190 -0.05%

05/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 53.44M

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0P0000TNBD Overview

On this page you'll find an in-depth profile of Pgi Cit Smid Cap Value Equity Fd Tier I. Learn about the key management, total assets, investment strategy and contact information of 0P0000TNBD among other information.

Contact Information

Address 711 High Street
Des Moines,IA 50392
United States

Phone -

Top Executives

Name	Title	Since	Until
Lauren Choi	-	2023	Now
Biography	Lauren is an Associate Portfolio Manager and Senior Investment Analyst at Principal Edge, a specialized investment team within Principal Asset Management. In her role, she co-manages Edge’s Concentrated Mid Cap and SMID Equity Income strategies and is responsible for research coverage of the Information Technology sector. Lauren joined Edge in 2013 as an Investment Analyst and was promoted to a Senior Investment Analyst in 2016. She has been in the investment industry since 2003. Previously, she was a Vice President in Equity Research at JP Morgan Securities covering software. Lauren received a bachelor’s degree in biomedical engineering and a minor in computer science from Johns Hopkins University.
Sarah E. Radecki	Portfolio Manager	2019	Now
Biography	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.
Daniel R. Coleman	Head	2011	Now
Biography	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
David W. Simpson	Portfolio Manager	2011	2021
Biography	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.

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