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Principal Midcap Growth Fund Iii Institutional Class (PPIMX)
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Principal MidCap Growth III Inst
11.58
-0.03
-0.26%
- Overview
- Profile
- Historical Data
- Holdings
PPIMX Overview
On this page you'll find an in-depth profile of Principal Midcap Growth Fund Iii Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PPIMX among other information.
Investment Strategy
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with medium market capitalizations at the time of purchase. It invests in growth equity securities, an investment strategy that emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
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 |
|---|---|---|---|
| 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. | ||
| Charles F. Severson | Portfolio Manager | 2014 | 2014 |
| Biography | Chuck joined Baird in 1987 and has 37 years of investment experience. He has been a Senior Portfolio Manager on Baird’s Mid Cap Growth strategy since its inception in 1993. Chuck earned a Master of Science Degree in Finance in 1987 and BBA degree in 1982 from the University of Wisconsin – Madison where he was a member of the Applied Security Analysis Program. He earned the Chartered Financial Analyst designation in 1991 | ||
| David P. Ricci | Partner | 2014 | 2014 |
| Biography | David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. Before joining William Blair in 1994, David gained extensive experience at Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society Chicago. David received a Sc.B., magna cum laude, from Brown University and an M.B.A. from Harvard Business School. | ||
| Kenneth M. Hemauer | Director | 2014 | 2014 |
| Biography | Mr. Hemauer is Director of Research for Baird Investment Management and a Managing Director, Senior Vice President of Robert W. Baird & Co. Incorporated. He joined Baird Investment Management in 2001, after spending seven years as a Senior Analyst in the Equity Research Department of Baird where he focused on financial services companies. He received both a B.B.A. degree and an M.S. degree in Finance from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 1995. | ||
| Robert C. Lanphier | Portfolio Manager | 2014 | 2014 |
| Biography | Rob Lanphier, partner, is a portfolio specialist for William Blair’s U.S. growth and core equity strategies. Previously, he was a portfolio manager on William Blair’s Mid Cap Growth, Small-Mid Cap Growth, and Small-Mid Cap Core strategies. He co-founded the Mid Cap Growth strategy in 1997 and the Small-Mid Cap Growth strategy in 1998. Before that, he was with William Blair’s sell-side institutional sales group for eight years. He joined William Blair in 1987. Before joining the investment industry, Rob was with Emerson Electric Corporation for nearly six years. He received a B.S., with honors, | ||
| 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. | ||
| Bruce I. Jacobs | Principal | 2009 | 2014 |
| Biography | Bruce I. Jacobs, Principal, co-founded Jacobs Levy Equity Management in 1986. He is co-chief investment officer, portfolio manager, and co-director of research. Dr. Jacobs’s articles on equity management have appeared in the Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, Journal of Financial Perspectives, Japanese Security Analysts Journal, Operations Research, and Journal of Impact and ESG Investing. He has received several Graham and Dodd Awards from Financial Analysts Journal, a Bernstein Fabozzi/Jacobs Levy Award from the Journal of Portfolio Management, and an Outstanding Article Award from the Journal of Investing. Dr. Jacobs has spoken at many forums, including the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, the Institute for Quantitative Research in Finance, Berkeley Program in Finance, CFA Institute, Rutgers University, Society of Quantitative Analysts, and New York Society of Security Analysts, and he has given a Financial Analysts Journal Media Seminar and presented at conferences for Goldman Sachs and Morgan Stanley. Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the Pension Asset Management Group. Prior to that, he was on the finance faculty of the University of Pennsylvania’s Wharton School and consulted to the Rand Corporation. Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University’s School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University’s Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He serves on the Advisory Boards of the Journal of Portfolio Management and the Journal of Financial Data Science, and is an Advisory Editor for the Journal of Impact and ESG Investing. He has served on the Financial Analysts Journal Advisory Council, and was an Associate Editor of the Journal of Trading. Dr. Jacobs also served on the Committee to Establish the National Institute of Finance and was a member of its successor, the Office of Financial Research Discussion Forum. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and helped create the new Quantitative Finance major at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance. | ||
| Kenneth N. Levy | Co-Founder | 2009 | 2014 |
| Biography | Kenneth N. Levy, CFA, co-founded Jacobs Levy Equity Management in 1986. He is principal, co-chief investment officer, portfolio manager, and co-director of research of the firm. Previously, Mr. Jacobs was managing director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates. | ||
| Christopher K. McHugh | Portfolio Manager | 2000 | 2014 |
| Biography | • MBA - Finance (Saint Joseph’s University); BS - Accounting (Philadelphia University) • Co-founded Turner in 1990 • Previous employment: Provident Capital Management • Board of Trustees - Philadelphia University • Affiliate member of CFA Society of Philadelphia | ||
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