Investment Only Solutions - RIA Featured Funds
Principal Funds is committed to your success - consistently delivering top-quality investment options and value-added sales and service to effectively support your asset management needs. While we offer a full range of investment options, including core and niche offerings, here are a few highlighted funds that may be particularly well suited for your clients' investment portfolios.
- Principal Diversified Real
Asset Fund - Principal Equity Income Fund
- Principal Global Diversified
Income Fund - Principal Global
Multi-Strategy Fund - Principal Global Real Estate
Securities Fund - Principal High Yield Fund
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Principal MidCap Fund
- Principal Preferred Securities Fund
- Principal Real Estate
Securities Fund
| Principal Equity Income Fund | Class A: PQIAX Class I: PEIIX |
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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. |
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| Principal Global Diversified Income Fund | Class A: PGBAX Class I: PGDIX |
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Investment Strategy: Seeks consistent cash income through a diversified, yield-focused investment strategy. The Fund generally invests a majority of assets in fixed-income asset classes such as high-yield bonds, preferred securities, and emerging market debt securities, in an effort to provide incremental yields over a portfolio of government securities. The Fund invests in equity securities of global companies principally engaged in the real estate industry, equity securities of global infrastructure companies, and value equities of global companies, as well as master limited partnerships and other entities in the energy infrastructure sector. It may also write (or sell) call options by using equity index/exchange traded fund (ETF) call options on the indices represented by certain asset categories of the Fund. Investment Sub-advisors: Investment Profile: Interested in learning more? Contact the Principal Funds Investment Only team at 800.787.1621, option 6. |
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| Principal Global Multi-Strategy Fund | Class A: PMSAX Class I: PSMIX |
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Investment Strategy: Seeks to achieve long-term capital appreciation with an emphasis on positive total returns and relatively low volatility. The Fund's investment adviser allocates the Fund's assets among one or more of the investment strategies, which are executed by one or more of the Fund's sub-advisors. It invests in a broad range of instruments including, but not limited to, equities, bonds, currencies, convertible securities and derivatives such as futures, options, swaps (including, for example, credit default, interest rate, and currency swaps) and forwards. 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. |
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| Principal Global Real Estate Securities Fund | Class A: POSAX Class I: POSIX |
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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. |
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| Principal High Yield Fund | Class A: CPHYX Class I: PHYTX |
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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. |
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| Principal MidCap Fund | Class A: PEMGX Class I: PCBIX |
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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 the Principal MidCap Blend Fund. |
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| Principal Preferred Securities Fund | Class A: PPSAX Class I: PPSIX |
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Investment Strategy: Seeks to provide current income. The Fund invests primarily in preferred securities of U.S. companies rated BBB or higher by Standard & Poor's Rating Service or Moody's Investor Service, Inc. or, if unrated, of comparable quality in the opinion of the Sub-Advisor, Spectrum. It normally invests at least 50% of net assets in preferred securities. The Fund focuses primarily on the financial services, real estate investment trust (REIT), and utility industries. 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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| Principal Real Estate Securities Fund | Class A: PRRAX Class I: PIREX |
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Investment Strategy: Seeks to generate 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 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
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.