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Fund Information: Commentary


  • Economic Outlook
  • Product Strategies
  • Investment Concepts
  • Enhanced Fact Sheets

Weekly Economic Outlook
Covering the week ending July 18, 2014

Quarterly Economic Outlook
Covering the quarter ending June 27, 2014

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.

Public

New! Why Bank Loans Alone May Not Be the Best Solution for Interest Rate Risk

Bank loan funds continue to receive a lot of attention in the marketplace from investors seeking protection against rising interest rates. Learn about the risks and benefits of bank loans, and how to incorporate them using a diversified approach to an income-oriented portfolio.

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.

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.

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.

Public

New! 2014 Economic Outlook

Principal Global Investors economists Bob Baur and Robin Anderson detail some of the most important economic relationships that are expected to shape the global economy in 2014.

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.

Financial Professional

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.

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.

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.

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.

Quarterly Enhanced Fact Sheets

We've created Enhanced Fact Sheets to help introduce you to our investment products and concepts.

Equity Funds
(PDF: 234 KB) (PDF: 287 KB) (PDF: 1.56 MB) (PDF: 191 KB) (PDF: 172 KB)
Blue Chip
Fund
Equity Income
Fund
Global Opportunities
Fund
Global Real Estate Securities Fund MidCap Fund
         
   
(PDF: 244 KB) (PDF: 547 KB) (PDF: 199 KB)    
Real Estate
Securities Fund
SmallCap Blend Fund Small-MidCap Dividend Income Fund    
Fixed Income
California Municipal Fund Enhanced Fact Sheet  
(PDF: 205 KB) (PDF: 197 KB) (PDF: 343 KB) (PDF: 239 KB)  
California Municipal Fund High Yield Fund Opportunistic Municipal Fund Preferred Securities Fund  
Specialty
   
(PDF: 259 KB) (PDF: 312 KB) (PDF: 425 KB)    
Diversified Real Asset Fund Global Diversified Income Fund Global Multi-Strategy Fund    

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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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