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Advisor Information for PMREX

Fund Inception12/15/2008
Name of IssuerPrincipal 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.