Principal Funds

News & Events

Updates for October 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
Diversified Real Asset FP Presentation MM4680 ML14-004783 11/01/2015 Presentation
Economic Update Client Presentation MM7166 ML14-003076 03/15/2016 Presentation
Managing Investments for Outcomes FP Presentation MM7316 ML15-003050 02/26/2016 Presentation
Medicare Client Seminar MM5944 ML15003047 02/26/2016 Presentation
Medicare Investor Guide MM6047 ML14-005239 10/30/2015 Brochure
Retirement Income Strategies Client Seminar MM4756 ML14-005238 10/30/2015 Presentation
Social Security 2.0 FP Presentation MM7053 ML-14004784 11/01/2015 Presentation
Social Security Investor Guide MM4926 ML14-002969 09/06/2015 Brochure
Social Security Client Seminar MM4787H ML14-002964 09/06/2015 Presentation

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.