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Several Principal Funds Add Class A and P Shares

Effective June 4, 2014, Principal Funds added Class P shares to five domestic and one international equity funds. Three of the funds also added Class A shares. The funds are now available in Class A, P, and I shares. The Funds were chosen for share class expansion for a variety of reasons, including their solid performance relative to their benchmarks and peers.

Here is a list of the share class ticker symbols available as of June 4, 2014:

Fund Name

Sub-advisor Name

Class P Share Ticker Symbol

Class A Share Ticker Symbol

Class I Share Ticker Symbol

Principal LargeCap Growth Fund I

T. Rowe Price/Brown Advisory




Principal LargeCap Value Fund

Principal Global Investors




Principal SmallCap Blend Fund

Principal Global Investors




Principal MidCap Value Fund III

Principal Global Investors/BHMS




Principal SmallCap Value Fund II

Dimensional/Vaughan Nelson/LA Capital Management




Principal International Fund I

Origin Asset Management




*Class A shares added June 4, 2014.

Please note not all share classes are available to all investors. Please see each fund’s prospectus for more complete details. 

To learn more about these and other Principal Funds, visit pricing and performance.

Past performance does not guarantee future results.

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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.

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