Mutual Fund Prospectuses & Reports

These prospectuses, summary prospectuses, annual and semiannual reports can provide detailed information about each of our funds.

Find Variable Contracts Accounts** Prospectuses & Reports here.

Find ETF Prospectuses & Reports here.

SAM Portfolios (Target Risk)
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
SAM Flexible Income Portfolio
Class A, C, J, Institutional, R1, R2, R3, R4, R5, & P view view view view view
SAM Flexible Income Portfolio
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
SAM Flexible Income Portfolio
SAM Conservative Balanced Portfolio
Class A, C, J, Institutional, R1, R2, R3, R4, R5, & P view view view view view
SAM Conservative Balanced Portfolio
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
SAM Balanced Portfolio
Class A, C, J, Institutional, R1, R2, R3, R4, R5 & P view view view view view
SAM Balanced Portfolio
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
SAM Conservative Growth Portfolio
Class A, C, J, Institutional, R1, R2, R3, R4, R5, & P view view view view view
SAM Conservative Growth Portfolio
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
SAM Strategic Growth Portfolio
Class A, C, J, Institutional, R1, R2, R3, R4, R5, & P view view view view view
SAM Strategic Growth Portfolio
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  

 

Principal LifeTime Funds (Target-Date)
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
Principal LifeTime 2010 Fund
Class A, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime 2010 Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal LifeTime 2015 Fund
Class Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Hybrid 2015 Fund
Institutional & R6 view view view view view
Principal LifeTime 2020 Fund
Class A, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime 2020 Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal LifeTime Hybrid 2020 Fund
Institutional & R6 view view view view view
Principal LifeTime 2025 Fund
Class Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Hybrid 2025 Fund
Institutional & R6 view view view view view
Principal LifeTime 2030 Fund
Class A, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime 2030 Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal LifeTime Hybrid 2030 Fund
Institutional & R6 view view view view view
Principal LifeTime 2035 Fund
Class Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Hybrid 2035 Fund
Institutional & R6 view view view view view
Principal LifeTime 2040 Fund
Class A, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime 2040 Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal LifeTime Hybrid 2040 Fund
Institutional & R6 view view view view view
Principal LifeTime 2045 Fund
Class Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Hybrid 2045 Fund
Institutional & R6 view view view view view
Principal LifeTime 2050 Fund
Class A, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime 2050 Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal LifeTime Hybrid 2050 Fund
Institutional & R6 view view view view view
Principal LifeTime 2055 Fund
Class Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Hybrid 2055 Fund
Institutional & R6 view view view view view
Principal LifeTime 2060 Fund
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Hybrid 2060 Fund
Institutional & R6 view view view view view
Principal LifeTime Strategic Income Fund
Class A, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal LifeTime Strategic Income Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal LifeTime Hybrid Income Fund
Institutional & R6 view view view view view

 

Large U.S. Equity
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
Blue Chip Fund
Class A, C, P, Institutional, R3, R4, R5, & R6 view view view view view
Blue Chip Fund
Institutional, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Principal Capital Appreciation Fund
Class A, C & P, Institutional, R1, R2, R3, R4, & R5 view view view view view
Principal Capital Appreciation Fund
Institutional, R1, R2, R3, R4, & R5 Semi-Annual and Annual Reports     view view  
Equity Income Fund
Class A, C & P, Institutional, R1, R2, R3, R4, & R5 view view view view view
Equity Income Fund
Institutional, R1, R2, R3, R4, & R5 Semi-Annual and Annual Reports     view view  
Large Cap Blend Fund II
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
LargeCap Growth Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
LargeCap Growth Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
LargeCap Growth Fund I
Class A, J, P, Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
LargeCap Growth Fund I
Class J, Institutional, R1, R2, R3, R4, R5, & R6 Semi-Annual & Annual Reports     view view  
Large Cap Growth Fund II
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
LargeCap S&P 500 Index Fund
Class A, C, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
LargeCap S&P 500 Index Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
LargeCap Value Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
LargeCap Value Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
LargeCap Value Fund III
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
SystematEx Large Value Fund
Class R6 view view view view view

 

Small/Mid U.S. Equity
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
EDGE MidCap Fund
Class Institutional & R6 view view   view view
MidCap Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
MidCap Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
MidCap Fund
Class R6 view view     view
MidCap Growth Fund
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
MidCap Growth Fund III
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
MidCap S&P 400 Index Fund
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
MidCap S&P 400 Index Fund
Class R6 view view     view
MidCap Value Fund I
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
MidCap Value Fund III
Class A, P, J, Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
MidCap Value Fund III
Class J, Institutional, R1, R2, R3, R4, R5, & R6 Semi-Annual & Annual Reports     view view  
Real Estate Securities Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
Real Estate Securities Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Real Estate Securities Fund
Class R6 view view     view
SmallCap Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, R5 & R6 view view view view view
SmallCap Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
SmallCap Growth Fund I
Class J, Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
SmallCap S&P 600 Index Fund
Class J, Institutional, R1, R2, R3, R4, R5 & R6 view view view view view
SmallCap Value Fund II
Class A, J, P, Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
SmallCap Value Fund II
Class J, Institutional, R1, R2, R3, R4, R5, & R6 Semi-Annual & Annual Reports     view view  
Small-MidCap Dividend Income Fund
Class A, C, P, Institutional, & R6 view view view view view
Small-MidCap Dividend Income Fund
Class Institutional Semi-Annual & Annual Reports     view view  

 

International Equity
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
Diversified International Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
Diversified International Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Global Opportunities Fund
Class A, C, P, & Institutional view view view view view
Global Opportunities Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Global Real Estate Securities Fund
Class A, C, P, Institutional, R3, R4, R5, & R6 view view view view view
Global Real Estate Securities Fund
Class Institutional & R3, R4, R5, R6 Semi-Annual & Annual Reports     view view  
International Equity Index Fund
Class Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
International Emerging Markets Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4,& R5 view view view view view
International Emerging Markets Fund
Class J, Institutional, R1, R2, R3, R4,& R5 Semi-Annual & Annual Reports     view view  
International Emerging Markets Fund
Class R6 view view     view
International Fund I
Class A, P, & Institutional, R1, R2, R3, R4, & R5 view view view view view
International Fund I
Class Institutional Semi-Annual & Annual Reports, R1, R2, R3, R4, & R5     view view  
International Fund I
Class R6 view view     view
International Small Company Fund
Class A, P, Institutional, & R6 view view view view view
International Small Company Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Origin Emerging Markets Fund
Class A, P, Institutional, & R6 view view view view view
Origin Emerging Markets Fund
Class Institutional & R6 Semi-Annual & Annual Reports     view view  
Overseas Fund
Class Institutional, R1, R2, R3, R4,& R5 view view view view view
SystematEx International Fund
Class Institutional & R6 view view view view view

 

Specialty
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
Diversified Real Asset Fund
Class A, C, P, Institutional, R3, R4, R5 & R6 view view view view view
Diversified Real Asset Fund
Class Institutional &, R3, R4, R5, & R6 Semi-Annual & Annual Reports     view view  
Global Diversified Income Fund
Class A, C & P, & Institutional view view view view view
Global Diversified Income Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Global Multi-Strategy Fund
Class A, C, P, & Institutional view view view view view
Global Multi-Strategy Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Global Opportunities Equity Hedged Fund
Class A, P, & Institutional view view view view view
Global Opportunities Equity Hedged Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Multi-Manager Equity Long/Short Fund
Class A, P, Institutional, & R6 view view   view view
Class Institutional & R6 Semi-Annual & Annual Reports     view view  
Real Estate Allocation Fund
Class A & Institutional view view view view view
Real Estate Allocation Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Fixed-Income Funds
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
Bond Market Index Fund
Class J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Capital Securities Fund
Class S view view view view view
California Municipal Fund
Class A, C, P & Institutional view view view view view
California Municipal Fund
Class Institutional Semi-Annual & Annual Reports     view view  
California Municipal Fund
Core Plus Bond Fund
Class A, C, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Core Plus Bond Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Dynamic High Yield Explorer Fund
Class A & Institutional view view view view view
Dynamic High Yield Explorer Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Finisterre Unconstrained Emerging Markets Bond Fund
Class A, P & Institutional view view   view view
Finisterre Unconstrained Emerging Markets Bond Fund
Class Institutional Semi-Annual & Annual Reports       view  
Government & High Quality Bond Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
Government & High Quality Bond Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
High Yield Fund
Class A, C, P & Institutional view view view view view
High Yield Fund
Class Institutional Semi-Annual & Annual Reports     view view  
High Yield Fund
Class R6 view view     view
High Yield Fund I
Class A & Institutional view view view view view
High Yield Fund I
Class Institutional Semi-Annual & Annual Reports     view view  
Income Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
Income Fund
Class J, Institutional, R1, R2, R3, R4, R5, & R6 Semi-Annual & Annual Reports     view view  
Inflation Protection Fund
Class A, C, J, Institutional, R1, R2, R3, R4, & R5 view view view view view
Inflation Protection Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Opportunistic Municipal Fund
Class A, C, P, & Institutional view view view view view
Opportunistic Municipal Fund
Class Institutional Semi-Annual & Annual Reports     view view  
Preferred Securities Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, R5, & R6 view view view view view
Preferred Securities Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  
Real Estate Debt Income Fund
Class A, P, Institutional, & R6 view view view view view
Class Institutional Semi-Annual & Annual Reports     view view  
Tax-Exempt Bond Fund
Class A, C & P view view view view view
Tax-Exempt Bond Fund
Class Institutional view view view view view
Tax-Exempt Bond Fund

 

Short-Term Fixed-Income Funds
Summary Prospectus
Prospectus
Semi-Annual Report
Annual Report
SAI
Money Market Fund*
Class A, C, J, & Institutional view view view view view
Money Market Fund*
Class J & Institutional Semi-Annual & Annual Reports     view view  
Short-Term Income Fund
Class A, C, J, P, Institutional, R1, R2, R3, R4, & R5 view view view view view
Short-Term Income Fund
Class J, Institutional, R1, R2, R3, R4, & R5 Semi-Annual & Annual Reports     view view  

 

*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.

**Shares of Principal Variable Contracts Fund, Inc. are not available for purchase by the general public directly. These shares are available through certain variable life insurance policies or variable annuity contracts issued by life insurance companies and qualified plans.