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
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 Value Fund III|
|Real Estate Securities Fund|
|SmallCap Value Fund II|
|Small-MidCap Dividend Income 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|
|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