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Retail Shares Added for Two Funds
A, C, and P shares of the Principal Blue Chip Fund and Principal Global Opportunities Fund launched September 30, 2013, offering new opportunities for to gain exposure to quality growth companies. Both funds are sub-advised by Principal Global Investors.
Principal Blue Chip Fund
(PBLAX | PBLCX | PBLPX)
Aiming to deliver long-term growth, the Fund focuses on high-quality growth companies with sustainable competitive advantages.
Potential investors: The Fund provides an attractive option for long-term investors seeking a growth stock strategy with potentially lower volatility. The investment strategy favors well-run companies with good balance sheets — characteristics that may help provide stability in downward markets while still allowing participation in up markets.
Fund benefits: A team led by Portfolio Manager Bill Nolin is responsible for the Principal Blue Chip Fund, using an investment strategy that is a natural extension of the time-tested process it has successfully deployed within the Principal MidCap Fund for more than a decade.
Principal Global Opportunities Fund
(PGLAX | PGOCX | PGXPX)
Designed to deliver long-term growth of capital, the Fund strategy is based on a "best ideas" investment philosophy, and focuses on reducing risk at every step while taking advantage of opportunities globally.
Potential investors: The Fund invests in fast-growing and innovative companies that offer products to the expanding global marketplace, offering investors capital appreciation potential to help reach long-term financial goals and combat portfolio volatility.
Leveraging global capabilities: Led by co-Portfolio Managers Mustafa Sagun, Christopher Ibach and Xiaoxi Li, the team has a decade of experience managing global equity portfolios, with more than $48 billion1 in assets for some of the world's largest retirement and sovereign wealth funds.2
For More Information
Investors should carefully consider a fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.
International investing involves increased risks due to currency fluctuations, political or social instability, and differences in accounting standards. These risks are magnified in emerging markets.
1As of September 30, 2012.
2 Assets managed include Fund assets as well as institutional money.
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.
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