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2013 Capital Gains Distributions are now available

The following are the final capital gains distribution amounts for calendar year 2013. Capital gains distributions shown are per share amounts and are the same for each class of shares offered. Capital gains are not inclusive of ordinary income distributions and may be subject to state and federal taxation.

The capital gains were distributed to shareholders on December 18, 2013.

Fund Short-Term Capital Gain
(per share)
Long-Term Capital Gain
(per share)
Blue Chip Fund 0.0015 0.0003
Diversified Real Asset Fund 0.0723 0.0382
Global Multi-Strategy Fund 0.0373 0.0468
Global Real Estate Securities Fund 0.1655 0.1130
High Yield Fund 0.0515 0.1129
High Yield Fund I 0.0666 0.1416
Inflation Protection Fund 0.0188 0.1388
International Equity Index Fund (non-retail) 0.0467 1.4883
LargeCap Blend Fund II (non-retail) 0.0002 3.3889
LargeCap Growth Fund 0.0000 1.2075
LargeCap Growth Fund I 0.0525 0.7208
LargeCap Growth Fund II (non-retail) 0.0000 0.8531
LargeCap Value Fund 0.3030 0.8666
MidCap Fund1 0.0672 0.3575
MidCap Growth Fund (non-retail) 1.1182 0.7482
MidCap Growth Fund III (non-retail) 0.7872 1.6799
MidCap S&P 400 Index Fund (non-retail) 0.0874 0.5134
MidCap Value Fund I (non-retail) 1.5730 2.5645
MidCap Value Fund III (non-retail) 0.1372 0.3962
Overseas Fund (non-retail) 0.0983 0.4540
Preferred Securities Fund 0.0000 0.2745
Principal Capital Appreciation Fund 0.0000 1.1451
Principal LifeTime 2015 Fund (non-retail) 0.0424 0.3303
Principal LifeTime 2020 Fund 0.0000 0.1474
Principal LifeTime 2025 Fund (non-retail) 0.0551 0.3807
Principal LifeTime 2030 Fund 0.0000 0.1916
Principal LifeTime 2035 Fund (non-retail) 0.0650 0.3544
Principal LifeTime 2040 Fund 0.0000 0.3665
Principal LifeTime 2045 Fund (non-retail) 0.0677 0.3270
Principal LifeTime 2050 Fund 0.0000 0.4105
Principal LifeTime 2055 Fund (non-retail) 0.0800 0.2627
Principal LifeTime 2060 Fund (non-retail) 0.0207 0.0000
Real Estate Securities Fund 0.0037 2.9045
SAM Balanced Portfolio 0.0000 0.2512
SAM Conservative Balanced Portfolio 0.0011 0.2281
SAM Conservative Growth Portfolio 0.0000 0.1505
SAM Flexible Income Portfolio 0.0013 0.1867
SAM Strategic Growth Portfolio 0.0000 0.1442
Short-Term Income Fund 0.0000 0.0066
SmallCap Blend Fund 0.1267 1.4373
SmallCap Growth Fund I (non-retail) 0.2288 1.3098
SmallCap Growth Fund II (non-retail) 0.2002 1.2781
SmallCap S&P 600 Index Fund (non-retail) 0.0004 0.5998
SmallCap Value Fund II (non-retail) 0.0000 0.8816
Small-MidCap Dividend Income Fund 0.0140 0.2471

1Effective June 14, 2013, the Principal MidCap Fund closed to certain new investors. Please see the prospectus for more complete information.

For more information, please contact your financial professional or call Principal Funds Shareholder Services at 800-222-5852.

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.

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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.

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