Principal Funds

News & Events

Updates for September 2015


Principal Funds Strategy Guide for the Merrill Lynch RIC Report

To support your goal of helping clients reap the benefits of attractive market environments and stay the course during challenging ones, Principal Funds has developed a strategy guide providing insights derived from the current RIC Report. Contact your local wholesaler for a copy of Bank of America Merrill Lynch RIC Report Meets Principal Funds Strategies.

Principal Global Diversified Income Fund

Combining multiple distinctive investment strategies and strategically allocating among them to take advantage of market and economic trends, the Principal Global Diversified Income Fund's innovative blending of fixed-income and equity asset classes is designed to provide possible higher yield potential than conventional investment-grade bond funds and the potential to reduce overall volatility compared to investment in individual asset classes. See the Global Diversified Income Fund Financial Professional Guide under Analytics.

Small- and Mid-Cap Equities: Why Dividends Can Make a Difference

In this unpredictable environment, investors need every edge they can get. That's why dividend strategies – which offer the potential for income streams, capital appreciation, and historically lower volatility than non-dividend-paying stocks – are attracting more attention. And small- and mid-cap companies may offer even greater dividend opportunities than their large-cap counterparts. Seethe Small-MidCap Dividend Income Fund Client Brochure under Client Materials.

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Literature Center

Lit Name Lit ID ML Control Number Expiration Date Type
2015 Economic Outlook Flyer MM7499 ML15-003078 03/15/2016 Flyer
Bond & Mortgage Enhanced Fact Sheet MM7417A ML15-005189 10/06/2016 Fact Sheet
Cal Muni Enhanced Fact Sheet MM6236 ML15-005189 10/06/2016 Fact Sheet
Capital Markets White Paper MM7779 ML15-003175 08/31/2016 White Paper
Diversified International Fund Enhanced Fact Sheet MM7747 ML15-005189 10/06/2016 Fact Sheet
Diversified Real Asset Morningstar Reprint MM7504 ML15-003049 02/26/2016 Flyer
Diversified Real Asset Fund Enhanced Fact Sheet MM5615 ML15-005189 10/06/2016 Fact Sheet
Diversified Real Asset Fund FP Guide MM4829 ML15-003167 10/06/2016 Brochure
Equity Income Fund Enhanced Fact Sheet MM5945 ML15-005189 10/06/2016 Fact Sheet
Effects of Market Conditions on Fixed Income MM7124 ML15003048 02/26/2016 White Paper
Global Diversified Income Fund Enhanced Fact Sheet MM5459 ML15-005189 10/06/2016 Fact Sheet
Global Diversified Income Interest Rate Risk MM5938 ML15-005193 02/06/2016 White Paper
Global Multi-Strategy Fund Enhanced Fact Sheet MM5332 ML15-005189 10/06/2016 Fact Sheet
Global Real Estate - Outlook Remains Positive MM7268 ML15-005190 06/06/2016 White Paper
Global Real Estate Fund Enhanced Fact Sheet MM5022 ML15-005189 10/06/2016 Fact Sheet
Guide to Preferred Securities MM6499 ML15-005191 06/06/2016 White Paper
High Yield Fund Enhanced Fact Sheet MM5826 ML15-005189 10/06/2016 Fact Sheet
High Yield Makes Sense White Paper MM7801 ML15-003176 08/31/2016 White Paper
Inside Real Estate Annual Strategy 2015 MM7532 ML15-003079 03/15/2016 White Paper
MidCap Fund Update MM5702 ML15-005194 02/06/2016 Commentary
MidCap Fund Enhanced Fact Sheet MM5415 ML15-005189 10/06/2016 Fact Sheet
Portfolio Construction Strategies FP Brochure MM5533 ML15-003168 10/06/2016 Brochure
Preferred Securities Fund Enhanced Fact Sheet MM5827 ML15-005189 10/06/2016 Fact Sheet
Quarterly Performance Review (Fact Sheets) MM2955 ML15-005188 10/06/2016 Fact Sheet
Real Estate Fund Enhanced Fact Sheet MM5847 ML15-005189 10/06/2016 Fact Sheet
Short-Term Income - A Deeper Dive MM7300 ML15-005192 06/06/2016 White Paper
Short-Term Income Fund Enhanced Fact Sheet MM6951 ML15-005189 10/06/2016 Fact Sheet
SmallCap Fund Enhanced Fact Sheet MM6951 ML15-005189 10/06/2016 Fact Sheet
Small-MidCap Dividend Income Fund Enhanced Fact Sheet MM5232 ML15-005189 10/06/2016 Fact Sheet
Utilizing Liquid Alternatives in Portfolio Construction MM6072 ML14-003515 10/06/2015 White Paper

Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.

Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency.