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Principal GI EDGE Small/Mid-Cap Eqty Income A Acc

Ranked 11 out of 13 in - North American Income over 3 months
All calculations are in EUR

Managed by

David Simpson

David W. Simpson is a portfolio manager at Edge Asset Management, an affiliate of Principal Global Investors. He joined Edge in 2003 having been chief investment officer and managing director at Summit Capital Management. David received an MBA in finance from the University of Wisconsin and a bachelor's degree from the University of Illinois, and is a CFA charterholder.

Daniel Coleman

Daniel R. Coleman is head of equities and portfolio manager for Edge Asset Management, an affiliate of Principal Global Investors. He joined Edge in 2001 and has over 31 years of industry experience. Previously, he was vice president and senior business manager for Info Space, Inc./Go2Net, Inc. Dan's background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. He received an MBA from New York University and a bachelor's degree in finance from the University of Washington.


The Fund seeks to achieve its objective by investing primarily in dividend paying equity securities of small or mid-cap companies. It is anticipated that the majority of the portfolio will be invested in the equity securities of US listed companies, but the Fund may also invest in the equity securities of non-US listed companies.


North American Income over : 30/06/2014 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.1% 2.1% 2.4% 2.4%
2013 19.5% 14.0% 0.1% -0.7% 5.4%
2012 -3.7% 0.5% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Netherlands
  4. Switzerland
  5. United Kingdom

Related News

Underperfoming US equity income fund gets small & mid cap overhaul

The EDGE Equity Income fund has been renamed and switched its focus to small and mid cap US stocks.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).