Forms & Literature: Prospectuses & Reports
Current prospectuses and shareholder reports are linked below. To view or print the Summary Prospectus, Prospectus, Semi-Annual Report, Annual Report or Statement of Additional Information (SAI), select the link below.
| SAM Portfolios
(Target Risk) (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| SAM Flexible Income Portfolio | |||||
| SAM Conservative Balanced Portfolio | |||||
| SAM Balanced Portfolio | |||||
| SAM Conservative Growth Portfolio | |||||
| SAM Strategic Growth Portfolio |
| Principal LifeTime Funds
(Target-Date) (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Principal LifeTime 2010 Fund | |||||
| Principal LifeTime 2020 Fund | |||||
| Principal LifeTime 2030 Fund | |||||
| Principal LifeTime 2040 Fund | |||||
| Principal LifeTime 2050 Fund | |||||
| Principal LifeTime Strategic Income Fund |
| Large U.S. Equity (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Principal Capital Appreciation Fund | |||||
| Disciplined LargeCap Blend Fund | |||||
| Equity Income Fund | |||||
| LargeCap Blend Fund I | |||||
| LargeCap Blend Fund II | |||||
| LargeCap Growth Fund | |||||
| LargeCap Growth Fund I | |||||
| LargeCap Growth Fund II | |||||
| LargeCap S&P 500 Index Fund | |||||
| LargeCap Value Fund | |||||
| LargeCap Value Fund III |
| Small/Mid U.S. Equity (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| MidCap Blend Fund | |||||
| MidCap Growth Fund III | |||||
| MidCap Value Fund I | |||||
| Real Estate Securities Fund | |||||
| SmallCap Blend Fund | |||||
| SmallCap Growth Fund | |||||
| SmallCap Growth Fund II | |||||
| SmallCap Value Fund |
| International Equity (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Diversified International Fund | |||||
| Global Real Estate Securities Fund | |||||
| International Emerging Markets Fund | |||||
| International Growth Fund |
| Specialty (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Global Diversified Income Fund |
| Fixed-Income Funds (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI
|
| Bond & Mortgage Securities Fund | |||||
| California Municipal Fund | |||||
| Government & High Quality Bond Fund | |||||
| High Yield Fund | |||||
| Income Fund | |||||
| Inflation Protection Fund | |||||
| Preferred Securities Fund | |||||
| Tax-Exempt Bond Fund |
| Short-Term Fixed Income Funds (A, B, C Shares) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Short-Term Bond Fund | |||||
| Short-Term Income Fund | |||||
| Money Market Fund* |
Current prospectuses and shareholder reports are linked below. To view or print one of the documents, select the PDF document below.
| J shareholder documents | Date | Size |
|---|---|---|
| Principal Funds, Inc. Class J Prospectus | 03/2010 |  (PDF: 1.7 MB) |
| Principal Funds, Inc. Statement of Additional Information For A, B, C & J Shares |
03/2010 | (PDF: 3.8 MB) |
| Principal Funds, Inc. Class J Annual Report | 10/2009 | (PDF: 7.1 MB) |
| Principal Funds, Inc. Class J Semiannual Report | 04/2009 | (PDF: 3.8 MB) |
| Variable Contracts shareholder documents | Date | Size |
| Principal Variable Contracts Fund, Inc. Prospectus | 05/2009 | (PDF: 1.9 MB) |
| Principal Variable Contracts Fund, Inc. Annual Report | 12/2009 | (PDF: 1.9 MB) |
| Principal Variable Contracts Fund, Inc. Semi-Annual Report | 06/2009 | (PDF: 2.2 MB) |
| Principal Variable Contracts Fund, Inc. Statement of Additional Information | 05/2009 | (PDF: 1.7 MB) |
| Shares of Principal Variable Contracts Fund, Inc. are not available for purchase by the general public directly. These shares are available through certain variable life insurance policies or variable annuity contracts issued by life insurance companies and qualified plans. | ||
*An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
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
