The investment seeks long-term growth of capital. The fund invests primarily in equity securities. It intends to invest in securities that are tied economically to a number of countries throughout the world, including the U.S. and emerging markets; however, the fund has no requirements as to the amount of its net assets that invests in foreign securities. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. It also invests in growth equity securities.
Morningstar Style Box™
as of 05/31/2014 What's this?
Overall Morningstar Star Rating™
Out of Funds
Star Rating Not Rated
Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
as of 06/30/2014
Total Investment Expense - Gross:
Total Investment Expense - Net:
Contractual Cap Date:
Maximum Up-front Sales Charge:
Contingent Deferred Sales Charge:
Growth of $10,000
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Represents performance for Class A shares adjusted for the maximum sales charge and assumes the reinvestment of distributions.
Performance assumes reinvestment of all dividends and capital gains.Extended performance is calculated based on the historical performance of the investment option's oldest share class, adjusted for the fees and expenses of the share class shown. Periods of less than one year are not annualized.
Inv Manager or Sub-Advisor
Principal Global Investors
Xiaoxi Li , CFA Since 12/28/2012 M.B.A. , Duke University
Christopher Ibach , CFA Since 12/28/2012 M.B.A. , University of Iowa
Mustafa Sagun , CFA Since 12/28/2012 Ph.D. , University of South Florida
The full name of this investment option is Principal Global Opportunities Fund (A).
Investors should carefully consider a fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.
Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.
Not FDIC Insured May Lose Value - Not a Deposit - No Bank Guarantee Not Insured by any Federal Government Agency
MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.
These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class.
International and global investment options are subject to additional risk due to fluctuating exchange rates, foreign accounting and financial policies, and other economic and political environments.