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James Welch

James Welch


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

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James Welch joined Principal Global Fixed Income in 2014. He brings over 20 years of fixed income experience to Principal Global Fixed Income, with knowledge across a spectrum of municipal strategies. James most recently served as a senior portfolio manager specializing in tax sensitive fixed income at Castleton Partners, an independently owned fixed income advisory firm. James was a senior portfolio manager at Standish Mellon Asset Management, a wholly owned subsidiary of the Bank of New York Mellon Corporation, where he managed tax exempt and taxable portfolios for high net worth individuals, mutual funds, and insurance companies. Prior to Standish, James was a senior portfolio manager for The Dreyfus Corporation. Prior to Dreyfus Corporation, James was a senior vice president, portfolio manager at Back Bay Advisors. James received a BA in economics.

Citywire Rating: AA rated

not rated


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sector performance

funds managed

fund total return standard deviation max drawdown
Principal Tax-Exempt Bond Fund;A 1.2 % 1.9 -1.3 %

League Table - Rank 24/108 (1st quartile)

rank Manager Return
22 Mathew Kiselak 22. Mathew Kiselak 1.4%
23 Michael Kalinoski 23. Michael Kalinoski 1.2%
24 James Noble 24. James Noble 1.2%
24 James Welch 24. James Welch 1.2%
26 Konstantine B. Mallas 26. Konstantine B. Mallas 0.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.0% 0.9%
2017 6.4% 1.7% 2.1% 1.5% 1.1%
2016 -0.8% 1.5% 3.4% -0.3% -5.2%
2015 3.8% 1.3% -0.9% 1.5% 1.9%
2014 1.4%

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