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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Jeff Schwarte

Jeff Schwarte

Showing manager performance globally. You can view performance in individual jurisdictions.

About Jeff Schwarte

Jeff Schwarte is a portfolio manager at Principal Global Equities. He serves as a portfolio manager for US large-cap and mid- cap strategies. Jeff co-leads and is an active contributor to the firm's global research and development team, responsible for model development and testing, proprietary technologies, risk management analytics and systematic strategies. He joined the equities group in 2000 as an analyst, and named a portfolio manager in 2001. He has been with Principal since 1993, holding various positions with the firm such as investment accountant and auditor. He received a bachelor's degree in accounting from the University of Northern Iowa. Jeff has earned the right to use the Chartered Financial Analyst designation. He is a Certified Internal Auditor and a Fellow of the Life Management Institute (FLMI). Jeff is a member of the CFA Society of Iowa and the CFA Institute.

Are you Jeff Schwarte?
Funds Managed
  1. Principal GI US Equity

Citywire Rating: Not Rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017

Performance

Equity - US
over : 31/08/2016 - 31/08/2017
Rank 186/567 Equity - US
Manager Return
185 Andrew Peck 15.4%
186 Marco Mossetti 15.3%
186 Mustafa Sagun 15.3%
186 Jeff Schwarte 15.3%
186 Joel Fortney 15.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 2.1%
2016 4.6% -2.4% -0.9% 2.5% 5.5%
2015 -1.2% 0.8% -0.7% -7.8% 7.1%
2014 12.7% 0.6% 5.5% 1.4% 4.7%
2013 32.0% 11.5% 1.2% 6.0% 10.3%
2012 -3.8%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.