Fund Inception | 12/15/2008 |
Name of Issuer | Principal Funds |
Fund Advisor(s) | Principal Global Investors LLC |
Sub-Advisor(s) | -- |
Fund Managers for PMREX
Bryan Davis
Portfolio Manager since 10/17/2019
Davis is a senior trader/research analyst for Principal Global Investors. He is responsible for trading mortgage-backed securities and developing investment strategies related to mortgages and derivatives. Davis joined the firm in 1993 as a servicing valuation director for Principal Residential Mortgage.
He earned a bachelor’s degree in Finance from the University of Iowa.
He has earned the right to use the Chartered Financial Analyst esignation and is a member of the CFA Institute.
Zach Gassmann
Portfolio Manager since 10/17/2019
Zach Gassmann has been with Principal® since 2007. He received a master’s degree in financial management from Drake University and a bachelor’s degree in accounting from Simpson College. Mr. Gassmann has earned the right to use the Chartered Financial Analyst designation.