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Portfolio Management

Fund Information: Commentary

Portfolio Manager Videos

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

Weekly Economic Outlook
January 2016

Quarterly Economic Outlook
Covering the quarter ending December 31, 2015

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.


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.

Principal Global PERSPECTIVES: An Economist and a Strategist Discuss: Greece

Senior Economist Robin Anderson and Strategist Seema Shaw give their perspectives on the economic state, historic fundamentals, worst-case scenarios and possible resolutions for the Greek economy.

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.

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.


Evaluating the Activeness of Equity Portfolios

There continues to be an evolution of risk management practices and tools in the investment management industry. This paper examines the usefulness of coverage ratio and active share ratio across various portfolios and strategies.

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.

Quarterly Enhanced Fact Sheets

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

Asset Allocation
California Municipal Fund Enhanced Fact Sheet      
(PDF: 588 KB) (PDF: 493 KB)      
LifeTime Hybrid Series Principal SAM Flexible Income Portfolio      
Equity Funds
(PDF: 987 KB) (PDF: 341 KB) (PDF: 1.32 MB) (PDF: 458 KB) (PDF: 349 KB)
Blue Chip
Equity Income
Global Opportunities
Global Real Estate Securities Fund MidCap Fund
(PDF: 364 KB) (PDF: 648 KB) (PDF: 406 KB) (PDF: 304 KB) (PDF: 215 KB)
Real Estate
Securities Fund
SmallCap Fund Small-MidCap Dividend Income Fund International Fund I Diversified International Fund
Fixed Income
(PDF: 460 KB) (PDF: 606 KB) (PDF: 344 KB) (PDF: 685 KB) (PDF: 370 KB)
High Yield Fund Income Fund Opportunistic Municipal Fund Preferred Securities Fund Bond & Mortgage Securities Fund
(PDF: 370 KB) (PDF: 240 KB)      
Real Estate Debt Income Fund Short-Term 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.

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