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Principal Strategic Asset Management Flexible Income Fund Class A (SAUPX)

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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。
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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
 
12.26 -0.01    -0.08%
13/11 - 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
資産クラス:  株式
  • モーニングスターの評価:
  • 総資産: 923.94M
Principal SAM Flexible Income A 12.26 -0.01 -0.08%

SAUPX 概要

 
このページではPrincipal Strategic Asset Management Flexible Income Fund Class Aの基本的な企業情報をご覧になれます。 SAUPX 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

Allocation--15% to 30% Equity

総資産

923.94M

費用

0.60%

開始日

35271

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
Yesim Tokat-Acikel Portfolio Manager 2023 now
伝記 Yesim Tokat-Acikel, PhD, is a Portfolio Manager for QMA and a member of the Global Portfolio Solutions team. Her responsibilities include research and portfolio management with a focus on Global Tactical Asset Allocation. Prior to joining QMA, Yesim was a senior quantitative analyst at AllianceBernstein, where she developed Global Tactical Asset Allocation strategies. She developed global equity, REIT, and credit models, as well as dynamic risk models. Previously, she was a senior investment analyst for The Vanguard Group where she built tactical and strategic asset allocation models for the retirement and private client markets. Yesim has published papers on strategic and tactical portfolio allocation issues in the Journal of Investing, Journal of Wealth Management, Journal of Financial Planning, Journal of Economic Dynamics and Control, and Strategic Management Journal. She earned a BS in Industrial Engineering from Bilkent University in Turkey; an MS in Industrial Engineering from the University of Arizona, Tucson, and a PhD in Economics from the University of California, Santa Barbara.
Brody Dass - 2022 now
伝記 Brody is a Portfolio Manager at Principal Global Asset Allocation, an investment boutique within Principal Global Investors that engages in the creation of asset allocation solutions. He is responsible for co-managing our dynamic risk asset allocation suite and our dynamic risk model portfolios, including a digital advisor solution. He joined Principal in 2015. Previously, he was a Taxable Fixed Income Analyst at Nuveen Asset Management. Brody received a bachelor’s degree in Finance from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation.
Todd A. Jablonski Portfolio Manager 2010 now
伝記 Todd Jablonski is the chief investment officer and head of multi-asset investment strategies and solutions for Principal Global Investors. He is responsible for the business, research, and investment management of Principal Global Asset Allocation. Jablonski oversees specialized multi-asset investment strategies and solutions, including target date, dynamic risk, outcome-oriented solutions, and bespoke multi-asset investments on behalf of global clients. He leads portfolio management, product development, and research capabilities, which include macro insights, manager research, and investment risk & analytics. He also serves as a Portfolio Manager on U.S. dynamic risk asset allocation strategies. In addition, Jablonski is a member of Principal Global Investors’ Operating Committee. In this capacity, he contributes to the overall vision and management of Principal Global Investors, including strategic planning and execution. He also serves on the board of directors of AFP Cuprum S.A. in Santiago, Chile. Jablonski joined Principal® in 2010. Previously, he was an Executive Director and Portfolio Manager at UBS, and prior to that, a Vice President and Portfolio Manager at Credit Suisse. He has an MBA with concentration in quantitative finance from New York University, a bachelor’s degree in economics from the University of Virginia and has earned the right to use the Chartered Financial Analyst designation.
Gregory L. Tornga Head 2017 2022
伝記 Greg is head of fixed income at Edge Asset Management (EDGE) and also serves as a portfolio manager. He joined EDGE in 2011 and has been in the investment industry since 2002. Previously, Greg was a senior vice president for Payden & Rygel Investment Management in Los Angeles, where he served as the Head of Investment Grade Credit Strategy. He received an MBA from the Argyros School of Business & Economics at Chapman University, and a Bachelor's degree from the University of Michigan. Mr. Tornga has earned the right to use the Chartered Financial Analyst Designation.
Charles D. Averill Portfolio Manager 2010 2019
伝記 Mr. Averill is a portfolio manager of the asset allocation team with Edge Asset Management, Inc.. He has worked at Edge or one of its predecessor firms since 1990. Before becoming a portfolio manager in 2010, he was a senior quantitative analyst. He earned a bachelors degree in economics from Reed College and a masters degree in economics from Princeton University. Mr. Averill holds the Chartered Financial Analyst designation.
Jill R. Cuniff Portfolio Manager 2010 2016
伝記 Ms. Cuniff, President of Edge, will also become a portfolio manager on January 1, 2010. Jill R. Cuniff is President of Edge Asset Management, Inc. She also became a portfolio manager of the firm in 2010. Previously, she was President, Managing Director, and Chief Investment Officer of Morley Financial, which she joined in 1988. She had overall responsibility for the firm and was the chair of the firm’s Investment & Strategy Committee. She has twenty years of experience in finance and investments including portfolio management, trading, asset/liability analysis, banking and cash management. She is a past board member of the Stable Value Investment Association.
Dirk Laschanzky Portfolio Manager 2009 2010
伝記 Dirk Laschanzky, CFA - Portfolio Manager Dirk is a portfolio manager for Multi-Asset Advisors, an investment boutique of Principal Global Investors. He heads the firm's asset allocation group and is a lead manager of the Principal LifeTime Funds, a family of diversified target-date lifecycle investment funds, since their creation in 2001. He joined the firm in 1997. Previously, Dirk was a portfolio manager and analyst for over seven years at AMR Investment Services (now American Beacon Advisors) where he managed short duration fixed income portfolios and was among the team responsible for the management of the American Airlines' pension plans. He also served previously as a financial analyst for American Airlines. Dirk received an MBA and bachelor's degree, both in finance, from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation. Dirk is a member of the CFA Society of Iowa and the CFA Institute. He is also an adjunct instructor of finance at the University of Iowa graduate business school. Financial Analyst designation.
Michael D. Meighan Vice President 2003 2009
伝記 Michael D. Meighan, CFA currently serves as Senior Analyst and Portfolio Manager for the Asset Allocation Team and works closely with Randy Yoakum on investment strategy, analysis and economic research. Prior to joining SiM in 2012, Mr. Meighan worked for over 10 years as a Portfolio Manager and Senior Analyst for the Asset Allocation Team at Edge Asset Management, an affiliate of Principal Global Investors. He has 20+ years experience in the investment management industry. He holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.S. from Santa Clara University and a MBA from Gonzaga University.
Randall L. Yoakum CEO 1999 2009
伝記 Randall L. Yoakum, CFA co-founded Strategic Income Management (SiM) in October, 2010, and is primarily responsible for Asset Allocation portfolio management, investment strategy and economic research. He also sets the firm’s direction and is active in the communication of SiM’s investment process, decisions and strategy. Mr. Yoakum has 30+ years of experience in the investment management business, focused primarily on equity and asset allocation markets. Prior to co-founding SiM, Mr. Yoakum was the Chief Investment Strategist and Chairman of the Asset Allocation Team for Edge Asset Management, an affiliate of Principal Global Investors. His investment management experience dates back to 1984. Mr. Yoakum holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.B.A. from Pacific Lutheran University and an M.B.A. from Arizona State University.
Stephen Scott Director 1996 2000
伝記 Scott is director of Deutsche Asset Management and consultant to the fund since 1996. Prior to joining Deutsche he served as team leader of software and IT services in London, and analyst/portfolio manager in Sydney.
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