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Principal Smallcap Fund Class J (PSBJX)

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24.84 0.00    0.00%
28/07 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 183.26M
Principal SmallCap J 24.84 0.00 0.00%

PSBJX Overview

 
On this page you'll find an in-depth profile of Principal Smallcap Fund Class J. Learn about the key management, total assets, investment strategy and contact information of PSBJX among other information.
Category

Small Blend

Total Assets

183.26M

Expenses

0.98%

Inception Date

36951

Contact Information

Address 430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Phone 1-800-787-1621

Top Executives

Name Title Since Until
Brian W. Pattinson Lead Portfolio Manager 2011 Now
Biography Brian is a portfolio manager at Principal Global Equities. Brian leads the global small-cap team which encompasses international small-cap and U.S. small-cap strategies. He serves as the lead portfolio manager for the firm's international portfolios while providing oversight to the U.S. small-cap team. Brian also leads the global small-cap team’s research and development efforts. He joined the firm in 1994 and became a portfolio manager in 2001. Brian received an MBA and a bachelor’s degree in finance from the University of Iowa. Brian has earned the right to use the Chartered Financial Analyst designation. He is a member of the CFA Society of Iowa and the CFA Institute.
Phil Nordhus - 2006 Now
Biography Phil is a portfolio manager for Principal Global Equities. He serves as lead portfolio manager for the firm's U.S. small-cap equity portfolios. In addition, his responsibilities include leadership of the small-cap analyst team. Phil joined the firm in 1990 and was previously in corporate acquisitions and divestitures before moving to the equity group in 2000. He received an MBA from Drake University and a bachelor's degree in economics from Kansas State University. Phil has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
Thomas Morabito Portfolio Manager 2006 2011
Biography Morabito joined Principal in 2000 as the lead small-cap value portfolio manager. He has more than 12 years of analytical and portfolio management expertise. From 1994 until joining Principal, Morabito was a manager for INVESCO Management & Research. Morabito holds the Chartered Financial Analyst designation.
Todd Sanders Principal 2003 2006
Biography Todd Sanders joined Harris Investment Management, Inc. in 2006 as a Principal and Head of Small Cap Equities. He has 15 years of extensive industry experience, including portfolio management and quantitative analysis. Mr. Sanders earned his MBA in Business Administration at Washington University, and he graduated from the University of Missouri with a BSBA in Finance and Economics. In addition, he holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago.
Mustafa Sagun CIO (Chief Investment Officer) 2002 2005
Biography Mustafa, CFA, is chief investment officer for Principal Global Equities and responsible for overseeing portfolio management and research. He joined the firm in 2000 and has been in the financial services industry since 1991. Prior to his current role, he was a vice president and analyst for PNC Financial Services Group and an equity derivatives specialist for Salomon Brothers. He received a Ph.D. in finance and a MA in international economics from the University of South Florida. He received a bachelor's degree in electronics and engineering from Bogazici University of Turkey.
Michael L. Johnson Portolio Manager 2000 2002
Biography Mike serves as a portfolio manager for the Small Cap Equity strategy and is responsible for researching the technology and communication services sectors. Mike has 30 years of industry experience and joined Tributary Capital Management’s predecessor, First Investment Group, in 2005. Prior to joining Tributary, he worked for 11 years at Principal Global Investors in Des Moines, Iowa as an equity analyst and portfolio manager. Mike received his Bachelor of Science in Business Administration from the University of Nebraska-Lincoln and Masters of Business Administration from Drake University. Mike earned his CFA designation in 1997 and is a member of the CFA Society of Nebraska and the CFA Institute.
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