When it comes to holding mutual fund units, investors have two clear choices: the Statement of Account (SOA) with an asset management company (AMC) or a demat account with depositories such as ...
Headquartered in Des Moines, Iowa, Principal Funds is the mutual fund distributor for the ... Roth and rollover individual retirement accounts, or IRAs, to 401(k) plans. The Midwest-based firm ...
and Principal MidCap (available as a mutual fund and in separate accounts). Nolin and Rozycki believe that finding good companies is mainly a matter of pattern recognition, so unlike many teams of ...