Principal Funds

News & Events

Updates for July 2015


Principal Funds Strategy Guide for the Merrill Lynch RIC Report

To support your goal of helping clients reap the benefits of attractive market environments and stay the course during challenging ones, Principal Funds has developed a strategy guide providing insights derived from the current RIC Report. Contact your local wholesaler for a copy of Bank of America Merrill Lynch RIC Report Meets Principal Funds Strategies.

Principal Global Diversified Income Fund

Interest rates are still low on an historical basis. While rates can still move lower from current levels, it is more probable that rates will move higher as the economy improves. It is our opinion that rates will increase modestly in 2015, but will be volatile. That is why we believe it is important to take a diversified approach when investing for yield—seeking a strategy that not only provides a high level of income but manages the risks, including duration—in order to achieve a more consistent and reliable income pattern. See the Global Diversified Income Fund Financial Professional Guide under Analytics.

Principal Small-MidCap Dividend Income Fund

The Principal Small-MidCap Dividend Income Fund offers a niche value-style approach with a focus on high quality, dividend-payers in the less crowded small-midcap space. The portfolio team continues to be optimistic that many quality companies can gain share in this muted economy and potentially provide strong returns in 2015. They feel selectivity will continue to be important in 2015 as companies' profitability will be drive by sales growth and less by margin expansion. See the Principal Small-MidCap Dividend Income Fund: A Deeper Dive under Analytics.

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Literature Center

Lit Name Lit ID ML Control Number Expiration Date Type
2015 Economic Outlook Flyer MM7399 ML15-003078 03/15/2016 Flyer
Basics of Muni Bonds MM5082 ML14-000866 08/04/2015 White Paper
Diversified Real Asset Morningstar Reprint MM7504 ML15-003049 02/26/2016 Flyer
Effects of Market Conditions on Fixed Income MM7124 ML15003048 02/26/2016 White Paper
Global Diversified Income White Paper: Duration and Yield MM6865C ML14-002967 08/06/2015 White Paper
Global Diversified Income Interest Rate Risk MM5938 ML15-005193 02/06/2016 White Paper
Global Real Estate - Outlook Remains Positive MM7268 ML15-005190 06/06/2016 White Paper
Guide to Preferred Securities MM6499 ML15-005191 06/06/2016 White Paper
Inside Real Estate Annual Strategy 2015 MM7532 ML15-003079 03/15/2016 White Paper
MidCap Fund Update MM5702 ML15-005194 02/06/2016 Commentary
Short-Term Income - A Deeper Dive MM7300 ML15-005192 06/06/2016 White Paper
Small-MidCap Dividend Income Fund Deep Dive MM7118 ML14-000869 08/04/2015 White Paper
Utilizing Liquid Alternatives in Portfolio Construction MM6072 ML14-003515 10/06/15 White Paper

Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.

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