Principal Funds Inc. Prospectuses & Reports
Using the links below, you can view or print materials related to each fund's goals, strategy, financials, history, management team, risks and other detailed information to help you learn more.
Items include:
- Summary prospectuses
- Prospectuses
- Semi-annual reports
- Annual reports
- Statements of additional information
Find Principal Variable Contracts Funds, Inc. Accounts** Prospectuses & Reports here.
- A, B, C, & P Shareholder
Prospectuses & Reports - J Shareholder
Prospectuses & Reports - R & Institutional Shareholder
Prospectuses & Reports
| 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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| 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 Growth Fund I Class A |
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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 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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| Small-MidCap Dividend Income Fund Class A, C & P |
| 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 |
| 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, C & 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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| High Yield Fund I Class A |
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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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| Opportunistic Municipal 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 |
| SAM Portfolios (Target Risk) |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| SAM Flexible Income Portfolio Class J |
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| SAM Conservative Balanced Portfolio Class J |
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| SAM Balanced Portfolio Class J |
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| SAM Conservative Growth Portfolio Class J |
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| SAM Strategic Growth Portfolio Class J |
| Principal LifeTime Funds (Target-Date) |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Principal LifeTime 2010 Fund Class J |
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| Principal LifeTime 2020 Fund Class J |
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| Principal LifeTime 2030 Fund Class J |
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| Principal LifeTime 2040 Fund Class J |
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| Principal LifeTime 2050 Fund Class J |
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| Principal LifeTime 2060 Fund Class J |
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| Principal LifeTime Strategic Income Fund Class J |
| Large U.S. Equity |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Large Cap Blend Fund II Class J |
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| Large Cap Growth Fund Class J |
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| Large Cap Growth Fund I Class J |
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| Large Cap Growth Fund II Class J |
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| Large Cap S&P 500 Index Fund Class J |
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| Large Cap Value Fund Class J |
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| Large Cap Value Fund III Class J |
| Small/Mid U.S. Equity |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| MidCap Fund Class J |
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| MidCap Growth Fund Class J |
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| MidCap Growth Fund III Class J |
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| MidCap S&P 400 Index Fund Class J |
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| MidCap Value Fund I Class J |
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| MidCap Value Fund III Class J |
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| Real Estate Securities Fund Class J |
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| SmallCap Blend Fund Class J |
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| SmallCap Growth Fund I Class J |
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| SmallCap Growth Fund II Class J |
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| SmallCap S&P 600 Index Fund Class J |
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| SmallCap Value Fund II Class J |
| International Equity |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Diversified International Fund Class J |
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| International Emerging Markets Fund Class J |
| Fixed-Income Funds |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Bond & Mortgage Securities Fund Class J |
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| Bond Market Index Fund Class J |
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| Government & High Quality Bond Fund Class J |
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| Income Fund Class J |
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| Inflation Protection Fund Class J |
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| Preferred Securities Fund Class J |
| Short-Term Fixed Income Funds |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Money Market Fund Class J |
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| Short-Term Income Fund Class J |
| SAM Portfolios (Target Risk) |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| SAM Flexible Income Portfolio | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SAM Conservative Balanced Portfolio | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SAM Balanced Portfolio | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SAM Conservative Growth Portfolio | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SAM Strategic Growth Portfolio | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
| Principal LifeTime Funds (Target-Date) | Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Principal LifeTime 2010 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2015 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2020 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2025 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2030 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2035 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2040 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2045 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2050 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2055 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime 2060 Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Principal LifeTime Strategic Income Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
| Large U.S. Equity |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Principal Capital Appreciation | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Blue Chip Fund | |||||
| Class Institutional | |||||
| Equity Income | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Blend II | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Growth | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Growth I | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Growth II | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap S&P 500 Index | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Value | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Value I | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Large Cap Value III | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
| Small/Mid U.S. Equity |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| MidCap | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| MidCap Growth | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| MidCap Growth III | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| MidCap S&P 400 Index | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| MidCap Value I | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| MidCap Value III | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Real Estate Securities | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Small-MidCap Dividend Income | |||||
| Class Institutional | |||||
| SmallCap Blend | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SmallCap Growth I | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SmallCap Growth II | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SmallCap S&P 600 Index | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| SmallCap Value II | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
| International Equity |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Diversified International | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Global Opportunities | |||||
| Class Institutional | |||||
| Global Real Estate Securities | |||||
| Class Institutional | |||||
| International I | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| International Emerging Markets | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| International Equity Index | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Overseas | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
| Specialty | Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Diversified Real Asset Fund | |||||
| Class Institutional | |||||
| Global Diversified Income Fund | |||||
| Class Institutional | |||||
| Global Multi-Strategy Fund | |||||
| Class Institutional |
| Fixed-Income Funds |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Bond & Mortgage Securities | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Class Institutional | |||||
| Bond Market Index | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Core Plus Bond I | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Government & High Quality Bond | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| High Yield | |||||
| Class Institutional | |||||
| High Yield I | |||||
| Class Institutional | |||||
| Income | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Inflation Protection | |||||
| Class R1, R2, R3, R4, R5 and Institutional | |||||
| Preferred Securities | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
| Short-Term Fixed Income Funds |
Summary Prospectus |
Prospectus |
Semi-Annual Report |
Annual Report |
SAI |
| Money Market Fund | |||||
| Class Institutional | |||||
| Short-Term Income Fund | |||||
| Class R1, R2, R3, R4, R5 and Institutional |
*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
