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Fund Information: Funds & Portfolios: Fund Information

Our funds provide investment solutions across a broad range of asset classes, investment styles, and portfolio structures. Our success is driven by:

  • Our unified investment philosophy
  • A team-oriented approach
  • Disciplined risk management, and
  • Alignment of portfolio manager and analysts

You can put our expertise to work for your clients in many ways:

Asset Allocation Portfolios and Funds

SAM Portfolios (Target-Risk) Principal LifeTime Funds (Target-Date)
SAM Flexible Income Portfolio Principal LifeTime 2010 Fund
SAM Conservative Balanced Portfolio Principal LifeTime 2020 Fund
SAM Balanced Portfolio Principal LifeTime 2030 Fund
SAM Conservative Growth Portfolio Principal LifeTime 2040 Fund
SAM Strategic Growth Portfolio Principal LifeTime 2050 Fund
Principal LifeTime Strategic Income Fund

Equity and Fixed Income Funds

Broadly differentiated mutual funds designed to work together as building blocks of a comprehensive investment plan or individually to meet investors' specific needs:

Large U.S. Equity
Blue Chip Fund
Capital Appreciation Fund
Equity Income Fund
LargeCap Growth Fund
LargeCap Growth Fund I
LargeCap S&P 500 Index Fund
LargeCap Value Fund
SystematEx Large Value Fund

Small/Mid U.S. Equity
MidCap Fund
MidCap Value Fund III
Real Estate Securities Fund
SmallCap Fund
SmallCap Value Fund II
Small-MidCap Dividend Income Fund

International Equity
Diversified International Fund
Global Opportunities Fund
Global Opportunities Equity Hedged Fund
Global Real Estate Securities Fund
International Emerging Markets Fund
International Fund I
International Small Company Fund
Origin Emerging Markets Fund
SystematEx International Fund

Diversified Real Asset Fund
Global Diversified Income Fund
Global Multi-Strategy Fund
Real Estate Allocation Fund

Exchange Traded Funds
Principal EDGE Active Income ETF1

Fixed-Income Funds
California Municipal Fund
Core Plus Bond Fund
Credit Opportunities Explorer Fund
Dynamic High Yield Explorer Fund
Government & High Quality Bond Fund
High Yield Fund
High Yield Fund I
Income Fund
Inflation Protection Fund
Opportunistic Municipal Fund
Preferred Securities Fund
Tax-Exempt Bond Fund

Short-Term Fixed Income Funds
Money Market Fund*
Real Estate Debt Income Fund
Short-Term Income Fund

*An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.

1ALPS Distributors, Inc. is the distributor of the Principal Edge Active Income ETF. ALPS Distributors, Inc. and Principal Funds are not affiliated.



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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