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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
     
  • Principal MidCap Fund
     
  • Principal Preferred Securities 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 A: PQIAX
Class I: PEIIX

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 Diversified Income Fund Class A: PGBAX
Class I: PGDIX

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:
Multiple Sub-advisors

Investment Profile:

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

Principal Global Multi-Strategy Fund Class A: PMSAX
Class I: PSMIX

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:
Multiple Sub-advisors

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 MidCap Fund Class A: PEMGX
Class I: PCBIX

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.

Principal Preferred Securities Fund Class A: PPSAX
Class I: PPSIX

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.

Principal Real Estate Securities Fund Class A: PRRAX
Class I: PIREX

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 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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