Fund Inception | 12/15/2008 |
Name of Issuer | Principal Funds |
Fund Advisor(s) | Principal Global Investors LLC |
Sub-Advisor(s) | Spectrum Asset Management, Inc. Grantham, Mayo, Van Otterloo & Co., LLC PineBridge Investments Principal Real Estate Investors LLC Post Advisory Group LLC Blackrock Financial Management, Inc Nuveen Asset Management, LLC Polen Capital Credit, LLC |
Fund Managers for PGBAX
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.