Two Principal LargeCap Value Funds Merge
Effective the close of business June 6, 2014, the Principal LargeCap Value Fund I will be merged into the Principal LargeCap Value Fund III.
The investment objective of seeking long-term growth of capital and the investment strategies are identical for these funds. This action is intended to help generate better performance for the LargeCap Value Fund III and provide lower expense ratios post-merger.
The Principal LargeCap Value Fund I is sub-advised by Herndon Capital Management, LLC and Thompson, Siegel & Walmsley. The Principal LargeCap Value Fund III is sub-advised by Barrow, Hanley, Mewhinney & Strauss, LLC and Westwood Management Corp.
The Principal LargeCap Value Fund III may be an option for investors seeking sound diversification and consistent, competitive results over time.
To learn more about the LargeCap Value Fund III (I share: PLVIX), visit pricing and performance.
Past performance does not guarantee future results.
Asset allocation and diversification do not ensure a profit or protect against a loss.