Fund Information: Commentary
Portfolio Manager Videos
- Economic Outlook
- Product Strategies
- Investment Concepts
- Enhanced Fact Sheets
The Role of Fixed Income White Paper
Independent of the direction of interest rates — rising, falling, static, or volatile — fixed income is a critical part of a well-diversified portfolio, particularly for investors needing income. Learn how the ability to invest in the universe of fixed income with varying durations, credit ratings, and asset classes may provide investors with a myriad of possibilities to meet investment and income needs.
ALPHA DYNAMICS — Evaluating the Activeness of Equity Portfolios
A review of the usefulness of coverage ratio and share ratio metrics across a variety of practical applications such as single-manager and multi-manager portfolio comparisons, management fee evaluations, and long/short extension strategies.
White Paper: Growing Dividends: The Opportunity in Equity Income Strategies
Investors are faced with difficult challenges and risks in finding yield in the market today. The ability of dividend-producing stocks to provide both income and the potential for capital appreciation could be found in the equity income category.
Opportunities in Small- and Mid-Cap Equities: Why Dividends Can Make a Difference
The markets are increasingly volatile; yields on many fixed-income securities are near all-time lows. In this unpredictable environment, investors need every edge they can get; that's why dividend strategies are attracting more attention.
|(PDF: 588 KB)||(PDF: 493 KB)|
|LifeTime Hybrid Series||Principal SAM Flexible Income Portfolio|
|(PDF: 987 KB)||(PDF: 341 KB)||(PDF: 1.32 MB)||(PDF: 458 KB)||(PDF: 349 KB)|
|Global Real Estate Securities Fund||MidCap Fund|
|(PDF: 364 KB)||(PDF: 648 KB)||(PDF: 406 KB)||(PDF: 304 KB)|
|SmallCap Blend Fund||Small-MidCap Dividend Income Fund||International Fund I|
|(PDF: 370 KB)||(PDF: 460 KB)||(PDF: 606 KB)||(PDF: 344 KB)||(PDF: 685 KB)|
|California Municipal Fund||High Yield Fund||Income Fund||Opportunistic Municipal Fund||Preferred Securities Fund|
|(PDF: 370 KB)||(PDF: 370 KB)|
|Bond & Mortgage Securities Fund||Real Estate Debt Income Fund|
|(PDF: 462 KB)||(PDF: 537 KB)||(PDF: 836 KB)|
|Diversified Real Asset Fund||Global Diversified Income Fund||Global Multi-Strategy Fund|
To obtain a prospectus, download online or call Sales Support at 1.800.787.1621
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 Sales Support at 1.800.787.1621.
Investing involves risk, including possible loss of principal.
Principal Funds are distributed by Principal Funds Distributor, Inc.
Not FDIC Insured - May Lose Value - No Bank Guarantee