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Principal Smallcap Growth Fund I Institutional Class (PGRTX)

US Funds

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14.96 -0.27 -1.77%

01/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 91.03M

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PGRTX Overview

On this page you'll find an in-depth profile of Principal Smallcap Growth Fund I Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PGRTX 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	Now
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	Now
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.
Timothy W. Hathaway	Member	2010	2014
Biography	Timothy Hathaway, CFA, is the director of research and institutional investment management. He was co-portfolio manager of the Small-Cap Growth strategy for nine years until June 2014. Prior to that, he was a research analyst with the Large-Cap Equity team and was responsible for research in the consumer discretionary and energy sectors.
Christopher A. Berrier	Partner	2010	2014
Biography	Christopher Berrier has been the portfolio manager of the Small-cap Growth strategy since April of 2006 and the Mid-cap Growth strategy since inception. Prior to joining the firm in 2005, Chris was a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies. He received a B.A. in economics from Princeton University in 2000.
Katerina Wasserman	Senior Managing Director	2010	2014
Biography	Katerina Wasserman, Senior Managing Director and Portfolio Manager , joined Columbus Circle Investors in August 2000. Prior to becoming Senior Securities Analyst, she held the positions of Securities Analyst and of Research Associate. Prior to this, she was a Laboratory Manager at New York University where she handled both the financial administration of operation and the administration of scientific research projects. Ms. Wasserman also worked with PALL Corporation as a Scientist. Ms. Wasserman received her BS from the State University of New York at Stony Brook and a Master’s of Public Administration from the Robert F. Wagner Graduate School at New York University.
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.
Clifford G. Fox	Portfolio Manager	2009	2014
Biography	Mr. Fox joined Columbus Circle Investors in October, 1992. Prior to this, he was Vice President of Equity Investments at General Reinsurance Corporation. He received his M.B.A. from the Stern School of Business, New York University and his B.S. from the Wharton School, University of Pennsylvania. Mr. Fox has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society New York (formerly known as the New York Society of Security Analysts).
Wen-Tse Tseng	-	2008	2014
Biography	n/a
N. Kumar Kirpalani	Senior Vice President	2003	2014
Biography	N. Kumar Kirpalani joined AB in 1999 and is responsible for research and portfolio management for the financials, industrials and energy sectors for US Small/SMID Cap Growth. Prior to joining the firm, he was responsible for research and portfolio management for the small-cap industrials, financials and energy sectors at Invesco (NY) (formerly Chancellor Capital Management). Before joining Chancellor in 1993, Kirpalani was an equity analyst at Scudder, Stevens & Clark for seven years, covering the auto, building materials, natural gas pipeline and oil service industries. He began his career in 1979 at Ameritrust Company (now part of Key Corporation) and later served as senior investment officer in the trust department, a position he held until 1985. Kirpalani received a B.Tech. in chemical engineering from the Indian Institute of Technology and an MBA from the University of Chicago. He is a member of both the New York Society of Security Analysts and the Association for Investment Management and Research, and is a CFA charterholder. Location: New York
Samantha S. Lau	-	2003	2014
Biography	She is a Senior Vice President of the Adviser, with which she has been associated in a substantially similar capacity as a portfolio manager since prior to 2016. She is also Co-Chief Investment Officer of U.S. Small and SMID Cap Growth Equities.

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