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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.



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.

Principal Funds are distributed by Principal Funds Distributor, Inc.

Not FDIC Insured - May Lose Value - No Bank Guarantee

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