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Principal Small-midcap Dividend Income Fund Class C (PMDDX)

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19.24 -0.06    -0.31%
08:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 22.27M
Principal Small-MidCap Dividend Inc C 19.24 -0.06 -0.31%

Principal Small-midcap Dividend Income Fund Class C Overview

 
On this page you'll find an in-depth profile of Principal Small-midcap Dividend Income Fund Class C. Learn about the key management, total assets, investment strategy and contact information of PMDDX among other information.
Category

Mid-Cap Value

Total Assets

22.27M

Expenses

1.87%

Inception Date

41074

Investment Strategy

The investment seeks to provide current income and long-term growth of income and capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities of companies with small-to-medium market capitalizations at the time of purchase. Its investments include the securities of foreign issuers and real estate investment trusts.

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
Lauren Choi Associate Portfolio Manager 2023 Now
Biography Lauren Choi  has been with Principal® since 2013 and has held various investment management roles on the equity team. She earned a bachelor’s degree in biomedical engineering from Johns Hopkins University.
Sarah E. Radecki Portfolio Manager 2018 Now
Biography Sarah E. Radecki joined Principal in 1999. Ms. Radecki earned bachelor’s degrees in political science and economics from Saint Mary’s College of California and a master’s degree in economics from the University of California at Santa Barbara. She has earned the right to use the Chartered Financial Analyst designation.
Daniel R. Coleman Head 2011 Now
Biography Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors, and serves as a Portfolio Manager. He is responsible for security selection and overseeing the firm’s equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to the Head of Equities in 2005. He has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor's degree in finance from the University of
David W. Simpson Portfolio Manager 2011 2021
Biography Dave is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He has co-managed Edge’s SMID Equity Income strategy since its inception in 2007 . Dave joined Edge in 1993 and has been in the investment industry since 1986. Previously, he was Chief Investment Officer and Managing Director at Summit Capital Management. He received an M.B.A. in finance from the University of Wisconsin and a bachelor’s degree in agricultural sciences from the University of Illinois. Dave has earned the right to use the Chartered Financial Analyst designation.
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