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Advisor Information for PDARX

Fund Inception12/31/2014
Name of IssuerPrincipal Funds
Fund Advisor(s)Principal Global Investors LLC
Sub-Advisor(s)CoreCommodity Management, LLC
Wellington Management Company LLP
Pictet Asset Management SA
Principal Real Estate Investors
Blackrock Financial Management, Inc
Nuveen Asset Management, LLC
Delaware Investments Fund Advisers
Newton Investment Management North America, LLC

Fund Managers for PDARX

Jessica Bush
Portfolio Manager since 03/07/2014
Jessica S. Bush joined Principal® in 2006. Ms. Bush is responsible for the asset allocation and manager selection for Principal Portfolio StrategiesSM. Ms. Bush earned a bachelor’s degree in Business Administration from the University of Michigan. She has earned the right to use the Chartered Financial Analyst designation.
Benjamin Rotenberg
Portfolio Manager since 03/07/2014
Benjamin E. Rotenberg joined Principal® in 2014. Prior to that, he was employed at Cliffwater LLC as a Managing Director from 2007-2014. Mr. Rotenberg is responsible for the asset allocation and manager selection for Principal Portfolio StrategiesSM. Mr. Rotenberg earned a bachelor’s degree in International Relations and Russian from Pomona College. He has earned the right to use the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations.
May Tong
Portfolio Manager since 05/10/2021
May Tong has been with Principal® since 2021. Prior to that, Ms. Tong was a Senior Vice President, Portfolio Manager for Franklin Templeton Multi-Asset Solutions since 2018. Prior to that, Ms. Tong was a Portfolio Manager and Head of Portfolio Implementation and Management for Voya Investment Management’s Multi-Asset Strategies and Solutions Team since 2011. Ms. Tong is responsible for the asset allocation and manager selection for Principal Global Asset Allocation. She earned a bachelor’s degree in Accounting and Finance from Boston College and an M.B.A. from Columbia University. She has earned the right to use the Chartered Financial Analyst designation.