最新ニュース
60%引きでご購読 0
🤑 これ以上お求めやすくはなりません。この60%引きのブラックフライデーセールをどうぞお見逃しなく…
特別セールを請求する
閉じる

Principal LargeCap Value Fund III Institutional Class (PLVIX)

アラートを作成する
新しい!
アラートを作成する
ウェブサイト
  • アラートの通知として
  • この機能を使うには、ご自身のアカウントにログインしている必要があります
モバイルアプリ
  • この機能を使うには、ご自身のアカウントにログインしている必要があります
  • 同じユーザープロファイルでログインしている必要があります

条件

頻度

一度
%

頻度

頻度

デリバリー方法

ステータス

ポートフォリオに追加/削除する ポートフォリオに加える
ウォッチリストに加える。
ポジションを加える

ポジションが以下に追加されました。

お持ちのポートフォリオに名前をつけてください
 
21.91 0.00    0%
26/11 - 表示されている情報は遅れています。. USD 通貨
タイプ:  投資信託
市場:  アメリカ
発行者:  Principal Funds
資産クラス:  株式
  • モーニングスターの評価:
  • 総資産: 3.83B
Principal Large Cap Value III Inst 21.91 0.00 0%

PLVIX 概要

 
このページではPrincipal LargeCap Value Fund III Institutional Classの基本的な企業情報をご覧になれます。 PLVIX の主要な経営陣、総資産、投資戦略、連絡先情報など。
カテゴリー

Large Value

総資産

3.83B

費用

0.71%

開始日

36866

連絡先

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

役員トップ

名前 タイトル 以来 まで
Randy L. Welch Vice President 2009 now
伝記 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
伝記 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.
Varun V. Singh Vice President, Equity Analyst 2013 2014
伝記 Varun V. Singh has been with Westwood since 2012. Prior to Westwood, he served as a Vice President and equity analyst at Wellington Management Company, LLP. He has earned a Bachelor's degree in Metallurgical Engineering from the Indian Institute of Technology, an M.B.A. from the University of Chicago, and a Ph.D. in Materials Science and Engineering from the State University of New York. Mr. Singh has earned the right to use the Chartered Financial Analyst designation.
Matthew R. Lockridge Senior Vice President and Co-Ditector 2013 2014
伝記 Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University.
Cory L. Martin CEO/Executive Director, Equity Portfolio Manager 2013 2014
伝記 Mr. Martin joined Barrow Hanley in 1999. During his tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of our Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. In 2017, Mr. Martin was named Barrow Hanley’s Executive Director and in 2019 he was named Chief Executive Officer and is responsible for the day-to-day management of the firm. Prior to joining Barrow Hanley, Mr. Martin served as a vice president at Templeton Investment Counsel, Inc. in Fort Lauderdale, Florida. His career in the investment management industry includes serving as an institutional investment consultant at LCG Associates, Inc. Mr. Martin is a member of the CFA Society in Dallas-Fort Worth . He graduated from Baylor University.
Mark Giambrone Senior Managing Director, Equity Portfolio Manager/Analyst 2011 2014
伝記 Mr. Giambrone joined Barrow Hanley in 1999. Prior to joining Barrow Hanley, Mr. Giambrone served as a portfolio consultant at HOLT Value Associates. During his career, he has also served as a senior auditor/tax specialist for KPMG Peat Marwick and Ernst & Young Kenneth Leventhal. Mr. Giambrone graduated summa cum laude from Indiana University with a BS in Business and received an MBA from the University of Chicago
Ray Nixon Principal 2011 2014
伝記 Ray joined BHMS in 1994 from Smith Barney, Inc., where he was a member of the firm’s Investment Policy Committee and served as their lead institutional stockbroker for the Southwest. During his 38-year investment career, he also served as a research analyst for the Teacher Retirement System of Texas. Ray is a member of the Board of the Presbyterian Healthcare Foundation, the Board of the Salvation Army, and the Investment Committee of the Susan G. Komen Foundation. He holds a BA and an MBA from the University of Texas.
Timothy J. Culler Principal 2011 2014
伝記 Culler is a principal and portfolio manager at BHMS, his employer since 1999. Prior to that, he served as a chief investment officer at INVESCO Capital Management, and as a securities analyst and a portfolio manager at First Union National Bank in Charlotte, NC. Culler. He has over 22 years of investment management experience Culler holds the Chartered Financial Analyst designation.
Robert J. Chambers Principal 2011 2014
伝記 Robert J. Chambers, CFA, joined BHMS as a principal in August 1994. During his 34-year investment career, he worked as a senior securities analyst and portfolio manager for General Accident Group, the U.S. subsidiary of General Accident Fire and Life Assurance Co., Ltd. of Perth, Scotland. Education: B.S. in finance, Drexel University.
James P. Barrow Portfolio Manager 2011 2014
伝記 During Mr. Barrow’s 56-year investment career, he has worked as a securities analyst and portfolio manager for several major institutions including Citizens & Southern Bank of South Carolina, Atlantic Richfield, and Reliance Insurance. In 1973, he joined Republic National Bank of Dallas as a portfolio manager, where he worked with Tim Hanley and John Strauss. He later was placed in charge of the Employee Benefit Portfolio Group and was a member of the Trust Investment Committee until the founding of this firm in 1979. Mr. Barrow graduated from the University of South Carolina with a BS.
コメントガイドライン

他のユーザーと交流したり、あなたの見通しを他の人と共有したり、筆者に質問するにはコメントを使うことをお勧めします。

我々みんなが高いレベルの議論を維持するために以下の事を心に留めてください。

  • 会話を豊かにしようとする。
  • 集中し、主題から外れない。論じられたトピックに関することだけを書きこむ。
  • 敬意を示す。否定的な意見も、前向きに相手を思いやった表現に言い換える。
  • 句読点や大文字小文字などは、標準のライティングスタイルを使う。
  • 注意:スパムやコメント内の宣伝のメッセージやリンクは省かれます。
  • 著者や他のユーザーを冒涜、中傷する個人的攻撃は禁じます。
  • 日本語でのコメントのみ許されています。

スパムや乱用の加害者は、サイトから削除され、Investing.comの裁量により今後の登録が禁じます。

PLVIX 口コミ

Principal LargeCap Value Fund III Institutional Classについての考えを書いてください
 
本当にこのチャートを削除しますか
 
投稿する
:にも投稿する
 
添付のチャートを新しいチャートと置き換えますか?
1000
良くないユーザーレポートのために、現在コメントすることができません。このステータスは当社モデレーターが再確認します。
1分待ってから再度コメントしてください。
コメントをありがとうございます。担当者が承認するまでコメントは掲示されません。掲示されるまで少しだけお時間がかかります。
 
本当にこのチャートを削除しますか
 
投稿する
 
添付のチャートを新しいチャートと置き換えますか?
1000
良くないユーザーレポートのために、現在コメントすることができません。このステータスは当社モデレーターが再確認します。
1分待ってから再度コメントしてください。
コメントにチャートを挿入する
ブロックを確認

本当に%USER_NAME%をブロックしたいですか。

ブロックすると、あなたと%USER_NAME%はお互いのInvesting.comへの投稿を見ることができなくなります。

%USER_NAME%は無事ブロックリストに追加されました

この人のブロックを解除したばかりなので、再度ブロックするには48時間待つ必要があります。

このコメントを報告してください

このコメントについて下記のように感じます

コメントに印がつきました

ありがとうございます!

報告は、確認のため管理担当に送られました
Appleアカウントを使用シヨウ
Googleアカウントを使用シヨウ
または
メールで登録する