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Principal International Small Company Fund Institutional Class (PISMX)

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10.25 -0.08    -0.77%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 20.43M
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
Principal International Sml Compny Instl 10.25 -0.08 -0.77%

PISMX Overview

 
On this page you'll find an in-depth profile of Principal International Small Company Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PISMX among other information.
Category

Foreign Small/Mid Blend

Total Assets

20.43M

Expenses

1.08%

Inception Date

42004

Investment Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. It invests primarily in foreign equity securities. The fund typically invests in foreign securities of more than 10 countries but has no limitation on the percentage of assets that is invested in each country or denominated in any currency.

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
Brian W. Pattinson Lead Portfolio Manager 2014 Now
Biography Brian is a portfolio manager at Principal Global Equities. Brian leads the global small-cap team which encompasses international small-cap and U.S. small-cap strategies. He serves as the lead portfolio manager for the firm's international portfolios while providing oversight to the U.S. small-cap team. Brian also leads the global small-cap team’s research and development efforts. He joined the firm in 1994 and became a portfolio manager in 2001. Brian received an MBA and a bachelor’s degree in finance from the University of Iowa. Brian has earned the right to use the Chartered Financial Analyst designation. He is a member of the CFA Society of Iowa and the CFA Institute.
Tiffany N. Lavastida Sales Assistant 2014 Now
Biography Tiffany N. Lavastida, CFA, joined Principal Global Equities in 1997, is a portfolio manager for the firm. She is a portfolio manager for the firm's international small-cap equity strategies as well as the European small-cap strategy. She is also active in company research, focusing on the energy and financials sectors. Tiffany Previously she was a sales assistant at Midamerica Securities Management. She received an MBA with a finance concentration and a bachelor's degree in finance from the University of Iowa. Tiffany has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute.
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