About Us
You're in good company with Principal Funds
Global Investment Management. Asset Allocation Expertise. Retirement Leadership.
At Principal Funds, we understand that your goal is to help your clients reap the benefits of attractive market environments and stay the course during challenging ones. And we will help you grow your practice with our innovative tools and services. Principal Funds has a legacy of industry leadership. We offer you the unique advantage of one single source for three core competencies:
- Global Investment Management
- Asset Allocation Expertise
- Retirement Leadership
Global Investment Management-team with us for an impressive depth and breadth of offerings.
- Institutional-quality investments from Principal Global Investors, as well as other leading sub-advisors.
- Principal Global Investors manages assets for 11 of the top 25 pension plans in the United States, as well as institutions in 25 countries.1
- With more than 1300 employees, including 492 investment professionals2, Principal Global Investors trades during daylight hours in every time zone around the world.
Asset Allocation Expertise-use our turnkey solutions or power your own strategies.
- A pioneer in asset allocation solutions, we offer many of the longest track records in the industry.
- Principal Funds is the country's 5th largest manager of asset allocation funds3, including the target-date Principal LifeTime Funds and target-risk Principal Strategic Asset Management (SAM) Portfolios.
- Offering alternative/non-traditional asset classes such as: REITs, preferred securities, high-yield bonds, and emerging markets equities.
Retirement Leadership-access our tools and services to help make you an expert.
- Share our industry knowledge through the Art of the Rollover program, which includes training, advanced strategies, and dedicated retirement specialists.
- Strategies help make sure your clients transition successfully from accumulation to distribution.
- A leader in retirement plan services for nearly 70 years, The Principal® provides recordkeeping services to more than 32,000 retirement plans, with $80 billion in assets for more than three million participants.4
1Pensions & Investment Magazine. Based on P&I 1,000 report on the largest pension plans dated January 21, 2008.
2As of September 30, 2008. Principal Global Investors is the asset management arm of the Principal Financial Group® (The Principal®) and includes the asset management operations of the following subsidiaries of The Principal: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Spectrum Asset Management, Inc.; Post Advisory Group, LLC; Columbus Circle Investors, Edge Asset Management, Inc.; (The PGI website has this information as of 9/30- could be updated)Morley Financial Services Inc.; Principal Global Investors (Europe) Limited; Principal Global Investors (Singapore) Ltd.; Principal Global Investors (Australia) Ltd.; and the majority owned affiliates of Principal International, Inc.
3As of June 30, 2008. FRC Quarterly Lifecycle Report Q2 '08.
4As of June 30, 2008. Principal Management Corporation.
To obtain a prospectus, order online or call Customer Service at 1.800.222.5852
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Customer Service at 1.800.222.5852.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.
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 or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency
