Fund Information: Portfolio Management: Commentary
- Commentary
- Thought Capital
- Enhanced Fact Sheets
- Fund Specific
Quarterly Economic Outlook
Covering the quarter ending March 29, 2013
This Quarter's Highlights
- Weekly Headlines
- Is the U.S. Getting Its Mojo Back?
- Return of the Samurai?
- Cyprus… Again
- EU Recession Lingers; but Some Progress
- The Year of the Snake
- The Fed Says "Easy Does It"
- Asset Allocation Corner
- Indices at a Glance
Research and White Papers
In touch with markets around the world, our teams of analysts and researchers offer guidance to the opportunities available across asset classes and markets, domestic and global.
New! 2013 Economic Outlook
Bob Baur, Chief Economist at Principal Global Investors, offers his insights on what is to come in 2013 for both the U.S. and global economies.
New! 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.
The Best of Both Worlds: Opportunities in U.S. Mid-Cap Equities
Mid-cap companies are an asset class that is often overlooked by investors but that can offer opportunities for diversification and growth in their portfolios.
Preferred Securities: Technical Factors Create Investment Opportunity
Learn how legislative changes such as the Dodd-Frank Act, the Basel-3 proposals, and changes to how Moody's rates preferred securities could provide an opportunity for attractive and stable returns over the next two to five years.
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.
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White Paper: Alternative Income Strategies — Why Diversification Matters
An investor's satisfaction with his or her financial plan in retirement is highly influenced by the overall available rate of spending and the consistency of that rate over time, heightening the need for effective income-producing strategies.
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White Paper: The Significant Role of Real Assets within a Diversified Investment Portfolio
Investors today face a foe that has been written off for the past 30-40 years. The risk of inflation, in addition to the more familiar risks of longevity and down market cycles, could soon be threatening to rise to nearly unprecedented levels.
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Striving to Manage Left-Tail Risk Using Alternative Strategies
Explore how alternative strategies can provide diversification benefits to investor portfolios — which have historically reduced a portfolio's volatility, while improving its efficiency and resiliency to unpredictable and extreme negative events.
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Quarterly Enhanced Fact Sheets
We've created Enhanced Fact Sheets to help introduce you to our investment products and concepts.
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| Equity Income Fund |
Global Real Estate Securities Fund | MidCap Fund | Real Estate Securities Fund |
Small-MidCap Dividend Income Fund |
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| (PDF: 197 KB) | (PDF: 343 KB) | (PDF: 239 KB) | ||
| High Yield Fund | Opportunistic Municipal Fund | Preferred Securities Fund |
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| (PDF: 259 KB) | (PDF: 312 KB) | (PDF: 425 KB) | ||
| Diversified Real Asset Fund | Global Diversified Income Fund | Global Multi-Strategy Fund |
Fund Insights
Covering all core asset classes, investment styles, and unique niche strategies, Principal Funds emphasize disciplined investment management by some of the industry's finest sub-advisors. Choose from the list of fund-specific commentary below.
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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.
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Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency
Weekly Economic Outlook
Covering the week ending May 17, 2013
This Week's Highlights