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Investment Type: pif

Global Opportunities Fund (A) (PGLAX)







Quick Facts


PGLAX
09/30/2013

12/28/2012
World Stock
$1,408.32

Investment Strategy

   What's this?
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 07/31/2014
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Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

 
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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.


Total Returns



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.



Month-End | Quarter-End
Average Annual Total Returns as of 09/30/2014
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % -2.65 -1.83 3.38 12.79 --- --- --- 15.30
MSCI All Country World Index % --- --- --- --- --- --- --- ---
World Stock Category % --- --- --- --- --- --- --- ---
Morningstar Percentile Rankings** --- --- --- --- --- --- --- ---
# of Funds in Category --- --- --- --- --- --- --- ---
09/30/201312/28/2012
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 12/08/2014
Total Investment Expense - Gross: 1.60%
Total Investment Expense - Net: 1.50%
Waiver Date: 12/29/2014
Contractual Cap Date: 12/29/2014
12b-1 Fee: 0.25%
Total Investment Expense Gross Per $1,000 Invested: $16.00



Growth of $10,000

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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

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Principal Global Investors



Portfolio Managers

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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






Morningstar
© 2014 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Returns shown for periods of less than one year are not annualized.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Princor Financial Services Corporation, 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Princor® Registered Representative are offered through Princor. Principal Funds Distributor, Princor and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal Global Opportunities Fund (A).

Investors should carefully consider a mutual 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 principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions.  The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account.  Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

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.