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Principal Largecap Growth Fund Ii R-5 Class (PPTPX)

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Principal LargeCap Growth Fund II R-5 Class historical data, for real-time data please try another search

- Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.46M

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PPTPX Overview

On this page you'll find an in-depth profile of Principal Largecap Growth Fund Ii R-5 Class. Learn about the key management, total assets, investment strategy and contact information of PPTPX among other information.

Contact Information

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

Phone 1-800-787-1621

Web www.principalfunds.com

Top Executives

Name	Title	Since	Until
Randy L. Welch	Vice President	2009	2017
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	2009	2017
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.
Charles E. Markwalter	Portfolio Manager	2009	2014
Biography	Mr. Markwalter joined Montag & Caldwell in 1998 as a portfolio manager. He entered banking upon receiving his B.A. from Dartmouth College in 1987. Prior to joining Montag & Caldwell, he served nine years as a Vice President and portfolio manager for Trusco Capital Management. He currently serves as President since March, 2017. Mr. Markwalter also serves as Director of Portfolio Management and is a member of the Large Cap and Mid Cap Growth Investment Policy Groups. His professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Grover C. Maxwell	Director	2009	2014
Biography	Maxwell, Executive Vice President and Investment Counselor, joined M&C in 1988. He currently serves as a portfolio manager and as Director of Portfolio Management. Mr. Maxwell earned a B.A. from The University of the South and an M.B.A. from Emory University. He has earned the right to use the Chartered Financial Analyst designation.
Ronald E. Canakaris	Chairman	2009	2014
Biography	Mr. Canakaris joined Montag & Caldwell in 1972 as a portfolio manager and research analyst. He currently serves as Chairman since January 1, 2006 and Co-Chief Investment Officer. He previously held the roles of Director of Research (from 1973 to June 2009); of President (from 1984 to June 30, 2009); of Chief Executive Officer (from 1997 through 2005); and of Chief Investment Officer (from 1984 to March 31, 2017). In addition, Mr. Canakaris edits its quarterly Economic & Investment Outlook, and he is frequently quoted in the business and investment press. He is a member of the Rotary Club of Atlanta, and Chairman of the Annunciation Cathedral Endowment Foundation of the Greek Orthodox Church. Mr. Canakaris is a limited partner of the Atlanta Falcons. His professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals, former Trustee.
Mariateresa Monaco	Portfolio Manager	2009	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.
Gregory J. Woodhams	CIO (Chief Investment Officer)	2000	2014
Biography	As co-CIO, Greg oversees the investment professionals who manage the firm's global growth equity portfolios. He also is a member of the firm's Investment Oversight and AssetAllocation Committees. As Senior Portfolio Manager, Greg co-manages the U.S. Large Cap Growth and U.S. Sustainable Large Cap Core strategies. He has been a member of that team since joining the firm in 1997. Previously, Greg was a vice president and director of equity research at Texas Commerce Bank. Prior to that, he was a vice president at Compass Bank and an assistant vice president at Republic Bank.
E.A. Prescott LeGard	Vice President	2000	2014
Biography	Mr. LeGard is a vice president and senior portfolio manager with American Century Investments, his employer since 1999. Prior to joining the firm, he was an equity analyst with USAA Investment Management where he analyzed technology companies. LeGard has worked in the investment industry since 1993. Mr. LeGard holds the Chartered Financial Analyst designation.
James Boffa	Senior Portfolio Manager	2007	2007
Biography	Boffa is a senior short term portfolio manager in the Short Term Money Management Department of BNY. He began his career with The Bank of New York in 1980 managing an Operations Group. Boffa specializes in the management of overnight Short Term portfolios.
Kurt Zyla	Managing Director	2005	2007
Biography	Zyla is the managing director and division head of Index Fund Management at BNY Investment Advisors. Prior to managing the Division in 1998, he was an index portfolio manager and worked in the Special Investment Products area, focusing on portfolio transitions/liquidations and equity derivative product strategies. Before joining BNY in 1989, Zyla worked in the Specialty Chemical's Division of Engelhard Corporation in the areas of technical sales and product management.

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