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) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| SAM Flexible Income Portfolio Class A, B, & C |
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| SAM Conservative Balanced Portfolio Class A, B, & C |
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| SAM Balanced Portfolio Class A, B, & C |
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| SAM Conservative Growth Portfolio Class A, B, & C |
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| SAM Strategic Growth Portfolio Class A, B, & C |
| Principal LifeTime Funds
(Target-Date) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Principal LifeTime 2010 Fund Class A |
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| Principal LifeTime 2020 Fund Class A & B |
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| Principal LifeTime 2030 Fund Class A & B |
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| Principal LifeTime 2040 Fund Class A & B |
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| Principal LifeTime 2050 Fund Class A & B |
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| Principal LifeTime Strategic Income Fund Class A & B |
| Large U.S. Equity |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Principal Capital Appreciation Fund Class A, B, C & P |
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| Disciplined LargeCap Blend Fund Class A, B, & C |
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| Equity Income Fund Class A, B, C & P |
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| LargeCap Growth Fund Class A, B, C & P |
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| LargeCap S&P 500 Index Fund Class A & C |
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| LargeCap Value Fund Class A, B, & C |
| Small/Mid U.S. Equity |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| MidCap Blend Fund Class A, B, C & P |
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| Real Estate Securities Fund Class A, B, C & P |
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| SmallCap Blend Fund Class A, B, & C |
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| SmallCap Growth Fund Class A, B, & C |
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| SmallCap Value Fund Class A, B, & C |
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| Small-MidCap Dividend Income Fund Class A & P |
View | View | View | View |
| International Equity |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Diversified International Fund Class A, B, C & P |
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| Global Real Estate Securities Fund Class A, C & P |
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| International Emerging Markets Fund Class A, B, C & P |
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| International Growth Fund Class A & C |
| Specialty |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Diversified Real Asset Fund Class A, C & P |
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| Global Diversified Income Fund Class A, C & P |
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| Global Multi-Strategy Fund Class A & P |
| Fixed-Income Funds |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI
|
| Bond & Mortgage Securities Fund Class A, B, & C |
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| California Municipal Fund Class A, B, & C |
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| Government & High Quality Bond Fund Class A, B, & C |
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| High Yield Fund Class A, B, C & P |
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| Income Fund Class A, B, C & P |
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| Inflation Protection Fund Class A & C |
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| Preferred Securities Fund Class A, C & P |
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| Tax-Exempt Bond Fund Class A, B, & C |
| Short-Term Fixed Income Funds |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Short-Term Income Fund Class A, C & P |
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| Money Market Fund* Class A, B, & C |
| J Shareholder Documents | Prospectus |
Semi-Annual Report |
Annual
Report |
SAI |
| Bond Market Index Fund | ||||
| Preferred Securities Fund | ||||
| All other J Share Principal Funds |
| Variable Contracts shareholder documents** | Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| All accounts except Money Market and Income Account | ||||
| Money Market Account - Portfolio Holdings | ||||
| Income Account - Portfolio Holdings |
| P Shareholder Documents | Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| P Share Principal Funds |
*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.
**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.
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To obtain a prospectus, download 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
