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Principal Tax-exempt Bond Fund Class A (PTEAX)
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6.76
+0.01
+0.15%
- Morningstar Rating:
- Total Assets: 260.75M
Principal Tax-Exempt Bond A
6.76
+0.01
+0.15%
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PTEAX Overview
On this page you'll find an in-depth profile of Principal Tax-exempt Bond Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PTEAX among other information.
Contact Information
Address
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
1-800-787-1621
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James Welch | Portfolio Manager | 2014 | Now |
| Biography | James Welch - Portfolio Manager James is a portfolio manager at Principal Global Investors. He is responsible for managing tax exempt portfolios. James joined the firm in 2014. Prior to his current role, James served as a CIO-portfolio manager at Castleton Partners LLC. He received a bachelor's degree in economics from Pennsylvania State University. | ||
| James P. Noble | Portfolio Manager | 2011 | Now |
| Biography | James Noble played a vital role in establishing Principal’s Tax Sensitive Strategies in 2010. His performance has been widely recognized by Morningstar and various periodicals since inheriting (Principal Tax Exempt/Principal California) and creating (Principal Municipal Opportunistic) mutual funds. Previously, James had additional portfolio management/fundamental analysis duties at Dreyfus Tax Exempt and Dreyfus Taxable Fixed Income Departments (wholly owned subsidiaries of the Bank of New York Mellon Corporation). During his career, he has focused on speculative credits/derivatives capitalizing on market dislocations for various clients (mutual funds, high net worth, retail SMA, and institutional. Past investment endeavors include managing the options desk at Dreyfus Investment Services. James received a MBA and bachelor’s degree from Hofstra University. He is a member of the Municipal Analyst Group of New York and New York Society of Security Analysts. | ||
| Douglas J. Gaylor | Co-Portfolio Manager | 2011 | 2014 |
| Biography | Douglas J. Gaylor has been a co-portfolio manager. Douglas is a managing director and the head of tax-exempt securities at Guardian Life. Prior to joining Guardian Life in 2014, Douglas spent five years at Principal Global Investors, where he was director of municipal asset management. He also spent 14 years at The Dreyfus Corporation, where he ultimately served as lead portfolio manager of municipals. Previously, he was a municipal bond analyst, trader, and portfolio manager at PNC Bank-BlackRock and Wilmington Trust. He has more than 30 years of investment experience. Douglas holds a B.S. in financial administration from State University of New York at Brockport and an M.B.A. in financial planning and control from the State University of New York at Buffalo. | ||
| Robert W. Wimmel | Head | 2009 | 2011 |
| Biography | Rob is the head of Tax-Exempt Fixed Income at BMO Global Asset Management. Rob began his career in the investment industry in 1992 and joined BMO Global Asset Management in 2015. Previously, Rob was head of investment-grade municipals at Invesco from 1996 to 2015. Rob holds an M.A. in economics from the University of Illinois at Chicago and a B.A. in anthropology cum laude from the University of Cincinnati. | ||
| Robert J. Stryker | Senior Portfolio Manager | 2007 | 2011 |
| Biography | Robert Stryker is a Senior Portfolio Manager for Invesco municipal strategies. Previously, Mr. Stryker was with Van Kampen, serving as a portfolio manager on the Municipal Fixed Income team, a fixed income trader, a portfolio analyst and a fixed income credit analyst. He entered the industry when he joined Van Kampen in 1994, and joined Invesco in 2010 when the firm combined with Van Kampen. Mr. Stryker earned a BS degree in finance from the University of Illinois, Chicago. He is a CFA charterholder. | ||
| Thomas M. Byron | Senior Vice President | 1999 | 2011 |
| Biography | Tom Byron is a Senior Vice President and Senior Portfolio Manager at First Trust. He joined First Trust in 2022 and has over 40 years of experience in municipal unit trust and municipal bond portfolio management. Prior to joining First Trust, Mr. Byron was a Director and senior portfolio manager on the Tax-Exempt Fixed Income Team at BMO Global Asset Management for over six years. Before joining BMO Global Asset Management in 2015, Tom was an Executive Director and senior portfolio manager at Invesco for five years and Morgan Stanley for thirteen years. He began his career in the investment industry as a unit trust administrator for Invesco in 1981. Tom holds an M.B.A. in finance from DePaul University and a B.S. in finance from Marquette University. | ||
| Mark Paris | Senior Portfolio Manager | 2008 | 2009 |
| Biography | Mark Paris is Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In this capacity, he is responsible for the oversight and implementationof all municipal bond strategies. Mr. Paris entered the financial industry in 1990 and joined Invesco in 2010 when the firm combined with Van Kampen investments. Prior to joining the firm, Mr. Paris was a trader and then a portfolio manager on the muncipal fixed income team at Morgan Stanley/Van Kampen, which he joing in 2002. He also was previously a trader and portfolio manager at Oppenheimer Funds, head underwriter at Chase Manhattan Bank, and a trader and underwriter at NatWest Bank. Mr. Paris earned a BBA in finance from Baruch College of the City University of New York. | ||
| David C. Johnson | Senior Vice President, Senior Portfolio Manager | 1998 | 1999 |
| Biography | Johnson is a senior vice president and senior portfolio manager with Van Kampen American Capital. He joined the company in 1989 after working in municipal sales and trading with Chicago Corporation and Continental Bank. | ||
| Gary J. Pokrzywinski | President | 1992 | 1998 |
| Biography | Mr. Pokrzywinski is the Lead High Yield Portfolio Manager for SiM. He has 28+ years of experience in the fixed income financial markets. He currently manages the Morningstar 5-star*, American Beacon SiM High Yield Opportunities mutual fund, and prior to founding SiM managed the Morningstar 5-star**, Principal High Yield mutual fund from its inception in April 1998 to May 2009. Prior to SiM, He was the CIO and a High Yield Portfolio Manager for Edge Asset Management (and its predecessor), an affiliate of Principal Financial Group. He worked for Edge and its predecessor from 1992 to 2009. Prior, Mr. Pokrzywinski was an investment officer/portfolio manager for Firstar Investment Services Co. He received a bachelor's degree in finance and management information systems from the University of Wisconsin - Milwaukee. Mr. Pokrzywinski earned the right to use the Chartered Financial Analyst designation in 1989 and is a member of the CFA Society of Seattle. | ||
| Brian L. Placzek | Head | 1992 | 1998 |
| Biography | Mr. Placzek is the High Yield Portfolio Manager for SiM. He has 30+ years of experience in investment management and financial analysis, and currently manages the Morningstar 5-star*, American Beacon SiM High Yield Opportunities mutual fund. Prior to SiM, Mr. Placzek was Head of Fixed Income/Research at Edge Asset Management, an affiliate of Principal Global Investors. At Edge he worked with Mr. Pokrzywinski on the Principal High Yield Mutual Fund from its inception in 1998 until the Mr. Pokrzywinski’s departure in 2009. Mr. Placzek worked at Edge (and its predecessor) from 1990 to 2010. Prior to Edge he had been at Washington Mutual Bank, where he worked as an investment grade and high yield bond analyst/trader. Mr. Placzek earned the right to use the Chartered Financial Analyst designation in 1994, is a member of the CFA Society of Seattle and received a bachelor’s degree in liberal arts from Seattle University. | ||
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