Principal Funds

News & Events

Updates for August 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
Diversified Real Asset FP Presentation MM4680 ML14-004783 11/01/2015 Presentation
Economic Update Client Presentation MM7166 ML14-003076 03/15/2016 Presentation
Managing Investments for Outcomes FP Presentation MM7316 ML15-003050 02/26/2016 Presentation
Medicare Client Seminar MM5944 ML15003047 02/26/2016 Presentation
Medicare Investor Guide MM6047 ML14-005239 10/30/2015 Brochure
Retirement Income Strategies Client Seminar MM4756 ML14-005238 10/30/2015 Presentation
Social Security 2.0 FP Presentation MM7053 ML-14004784 11/01/2015 Presentation
Social Security Investor Guide MM4926 ML14-002969 09/06/2015 Brochure
Social Security Client Seminar MM4787H ML14-002964 09/06/2015 Presentation

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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