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Investment Only Solutions - DCIO Featured Funds


  • Principal Diversified Real
    Asset Fund
  • Principal Equity Income Fund
     
  • Principal Global Real Estate
    Securities Fund
  • Principal High Yield Fund
     
  • Principal LargeCap
    Growth Fund I
  • Principal LifeTime Funds
     
  • Principal MidCap Fund
     
  • Principal Real Estate
    Securities Fund
Principal Diversified Real Asset Fund Class A: PRDAX
Class I: PDRDX

Investment Strategy: Seeks a long-term total return in excess of inflation. The Fund invests its assets among the following general investment categories: inflation-indexed bonds, real estate investment trusts (REITs), commodity index-linked notes, fixed-income securities, securities of natural resource companies, master limited partnerships (MLPs), publicly listed infrastructure, and floating rate debt. Under normal circumstances, the Fund invests at least 80% of its assets in securities that fall into these categories at the time of purchase.

Investment Sub-advisors:
Multiple Sub-advisors

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

Principal Equity Income Fund Class R1-R5, I &
A Shares

Investment Strategy: Seeks to provide a relatively high level of current income and long-term growth of income and capital. The Fund normally invests at least 80% of its net assets in dividend-paying equity securities. It usually invests in equity securities of companies with large market capitalizations, but may also invest in equity securities of companies with medium market capitalizations. The Fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. It will also invest in real estate investment trusts and securities of foreign issuers.

Investment Sub-advisor:

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

Principal Global Real Estate Securities Fund Class A: POSAX
Class I: POSIX

Investment Strategy: Seeks to generate a total return. The Fund normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry. It will invest in equity securities of small, medium, and large capitalization companies. The Fund has no limitation on the percentage of assets that are invested in any one country or denominated in any one currency. It will typically have investments located in a number of different countries, including the U.S. and countries with emerging securities markets. The Fund is non-diversified.

Investment Sub-advisor:

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

Principal High Yield Fund Class A: CPHYX
Class I: PHYTX

Investment Strategy: Seeks to provide a relatively high level of current income. The Fund invests primarily in high-yield, high-risk, below-investment-grade fixed-income securities ("junk bonds"), which may include foreign investments. It normally invests at least 80% of net assets in a diversified portfolio of fixed-income securities (including convertible securities and preferred stocks) rated lower than BBB by S&P or Fitch or rated lower than Baa by Moody's or of equivalent quality as determined by management.

Investment Sub-advisor:

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

Principal LargeCap Growth Fund I Class R1-R5 &
I Shares

Investment Strategy: Seeks long-term growth of capital. The Fund invests at least 80% of its net assets in equity securities of companies with large market capitalizations (those with market capitalization ranges similar to the companies in the Russell 1000® Growth Index) at the time of purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. The Fund may also invest in securities of foreign companies.

Investment Sub-advisor:

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

Principal LifeTime Funds R1 - R5, I & A Shares

Investment Strategy: Seek to cover a broad range of participants' retirement needs while providing a simple investment option managed to a specific target date or target retirement date. Principal LifeTime Funds feature:

  • Broad diversification across multiple traditional and specialty asset classes;
  • Professional investment managers representing a wide range of asset classes, investment styles, and money management firms; and
  • A structured investment process with disciplined risk management at each stage of the investment process.

Investment Sub-advisors:
Multiple Sub-advisors

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

The Principal LifeTime Funds, which are target-date funds, invest in underlying Principal Funds. Each Principal LifeTime Fund is managed toward a particular target (retirement) date, or the approximate date the participant or investor starts withdrawing money. As each Principal LifeTime Fund approaches its target date, the investment mix becomes more conservative by increasing exposure to generally more conservative investment options and reducing exposure to typically more aggressive investment options. The asset allocation for each Principal LifeTime Fund is regularly re-adjusted within a timeframe that extends 10-15 years beyond the target date, at which point it reaches its most conservative allocation. Principal LifeTime Funds assume the value of the investor's account will be withdrawn gradually during retirement. Neither the principal nor the underlying assets of the Principal LifeTime Funds are guaranteed at any time, including the target date. Investment risk remains at all times.

Principal MidCap Fund R1 - R5, I & A Shares

Investment Strategy: Seeks long-term growth of capital. The Fund invests primarily in common stocks and other equity securities of medium-capitalization companies. It normally invests at least 80% of assets in companies with market capitalizations similar to those of companies in the Russell Midcap Index. Management's security selection is based on stocks with value and/or growth characteristics, and management constructs an investment portfolio that has a "blend" of stocks with these characteristics.

Investment Sub-advisor:

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.

Formerly Principal MidCap Blend Fund.

Principal Real Estate Securities Fund R1 - R5, I & A Shares

Investment Strategy: Seeks to generate a total return. The Fund normally invests at least 80% of net assets in equity securities of companies principally engaged in the real estate industry, which include real estate investment trusts (REITs) and companies with substantial real estate holdings such as paper, lumber, hotel, and entertainment companies.

Investment Sub-advisor:

Investment Profile:

Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6.


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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

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