Learn how to grow your business with the Principal Preferred Securities Fund.

  • Access exclusive education and sales tools
  • Contact your Principal Funds wholesaler today, or call 800.787.1621, option 2

For Investors

Contact your financial professional today to see if preferred securities can enhance your portfolio — by offering the potential for increased income, diversification, and reduced volatility compared to other fixed income options.

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Insights from the Portfolio Manager
Mark Lieb of Spectrum Asset Management recently provided background on the regulatory changes in a conference call.
Listen to the replay. (login required)

Download our client use enhanced fact sheet.

Gain fresh insight on preferred securities
Access timely information that you may not find anywhere else — including exclusive market commentary from Spectrum Asset Management, a world-leading manager of preferred securities.

And, engage informative education — including interactive videos and investor-friendly materials — to enhance your knowledge of the preferred securities opportunity.


What is the "Technical Trifecta?"

Three recent regulatory events — the Dodd-Frank Act, the Basel-3 proposals, and rating agency equity credit changes — have come together to create a "Technical Trifecta," which is altering the nature of the preferred securities market.

Download our paper Technical Factors Create Investment Opportunity to find out what is happening and how the "Technical Trifecta" is creating new opportunities.

 

This paper is also available as an eBook.

Download it for your mobile device.

www.PrincipalFunds.com

1 As of May 14, 2013. Source: Bloomberg, company press releases and company websites.

2 Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Risks associated with preferred securities differ from risks inherent with other investments. In particular, in the event of bankruptcy, a company's preferred securities are senior to common stock but subordinated to all other types of corporate debt.

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To obtain a prospectus, download online or call Customer Service at 1.800.222.5852

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 Customer Service at 1.800.222.5852.

A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.

This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.

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