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Mutual Funds

Principal Funds

Exchange Hours Website
9:30 - 15:59 ET www.principal.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
PFI LARGECAP GROWTH (R4) PEPPX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI CORE PLUS BOND FUND (R5) PBMPX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI CORE PLUS BOND FUND (R4) PBMSX Bond USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI BOND MARKET INDEX (R5) PBIQX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI BOND MARKET INDEX (R4) PBIPX Bond USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI DIVERSIFIED INTERNATIONAL (R5) PINPX Stock USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI DIVERSIFIED INTERNATIONAL (R4) PINLX Stock USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI EQUITY INCOME (R5) PEIQX Stock USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI EQUITY INCOME (R4) PEIPX Stock USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI GLOBAL DIVERSIFIED INCOME (I) PGDIX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI GOVERNMENT & HIGH QUALITY BOND (R5) PMREX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI GOVERNMENT & HIGH QUALITY BOND (R4) PMRDX Bond USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI HIGH YIELD (I) PHYTX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI HIGH INCOME (I) PYHIX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
CORE FIXED INCOME (R4) PIOPX Bond USD 1,000,000,000 USD 0 Load Other CLASS R4 No
CORE FIXED INCOME (R5) PIOQX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI INFLATION PROTECTION (R5) PBPPX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI INFLATION PROTECTION (R4) PIFSX Bond USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI INTERNATIONAL EMERGING MARKETS (R4) PESSX Equity USD 1,000,000,000 USD 0 No Load CLASS R4 No
PFI INTERNATIONAL EMERGING MARKETS (R5) PEPSX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI INTERNATIONAL EQUITY INDEX (R4) PIIPX Stock USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI INTERNATIONAL EQUITY INDEX (R5) PIIQX Stock USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI INTERNATIONAL I (R5) PTPPX Stock USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI INTERNATIONAL I (R4) PUPPX Stock USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI LARGECAP GROWTH (R5) PDPPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI LARGECAP GROWTH I (R4) PPUSX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI LARGECAP GROWTH I (R5) PPUPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI LARGECAP S&P 500 INDEX (R5) PLFPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI LARGECAP S&P 500 INDEX (R4) PLFSX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI LARGECAP VALUE III (R4) PPSSX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI LARGECAP VALUE III (R5) PPSRX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP (R5) PMBPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP (I) PCBIX Equity USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP (R4) PMBSX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI MIDCAP GROWTH (R5) PHPPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP GROWTH (R4) PIPPX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI MIDCAP GROWTH III (R5) PPQPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP GROWTH III (R4) PPQSX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI MIDCAP VALUE I (R5) PABVX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP VALUE I (R4) PABWX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
SPECTRUM PREF AND CAP SEC INC (R4) PQARX Stock USD 1,000,000,000 USD 0 Load Other CLASS R4 No
SPECTRUM PREF AND CAP SEC INC (R5) PPARX Stock USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
SPECTRUM PREF AND CAP SEC INC (I) PPSIX Stock USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL CAPITAL APPRECIATION (R4) PCAPX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL CAPITAL APPRECIATION (R5) PCAQX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2010 (R4) PTASX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2010 (R5) PTAPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2015 (R4) LTSLX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2015 (R2) LTASX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R2 No
PFI PRINCIPAL LIFETIME 2020 (R4) PTBSX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2020 (R5) PTBPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2025 (R4) LTEEX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2025 (R5) LTPDX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2030 (R5) PTCPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2030 (R4) PTCSX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R4 No
PFI PRINCIPAL LIFETIME 2035 (R4) LTSEX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2035 (R5) LTPEX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2040 (R4) PTDSX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2040 (R5) PTDPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2045 (R4) LTRLX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2045 (R5) LTRDX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2050 (R4) PTESX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2050 (R5) PTEFX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2055 (R4) LTFLX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2055 (R5) LTFPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME STR INCOME (R4) PLSSX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME STR INCOME (R5) PLSPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI REAL ESTATE SECURITIES (R5) PREPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI REAL ESTATE SECURITIES (R4) PRETX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SAM BALANCED PORTFOLIO (R5) PSBFX Balanced USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SAM BALANCED PORTFOLIO (R4) PSBLX Balanced USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SAM CONSERVATIVE BALANCED PORT (R5) PCBFX Balanced USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SAM CONSERVATIVE BALANCED PORT (R4) PCBLX Balanced USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SAM CONSERVATIVE GROWTH PORT (R5) PCWPX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SAM CONSERVATIVE GROWTH PORT (R4) PCWSX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SAM FLEXIBLE INCOME PORTFOLIO (R5) PFIFX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SAM FLEXIBLE INCOME PORTFOLIO (R4) PFILX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SAM STRATEGIC GROWTH PORTFOLIO (R5) PSGFX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SAM STRATEGIC GROWTH PORTFOLIO (R4) PSGLX Mixed Investments USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SHORT-TERM INCOME (R4) PSIPX Bond USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SHORT-TERM INCOME (R5) PSIQX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SMALLCAP (R5) PSBPX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI SMALLCAP (R4) PSBSX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SMALLCAP VALUE II (R4) PSTWX Equity USD 1,000,000,000 USD 0 Load Other CLASS R4 No
PFI SMALLCAP VALUE II (R5) PLARX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI EQUITY INCOME FUND (A) PQIAX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI GOVERNMENT & HIGH QUALITY BOND (A) CMPGX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI TAX-EXEMPT BOND (A) PTEAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI CORE FIXED INCOME FUND (A) CMPIX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI PRINCIPAL CAPITAL APPRECIATION (A) CMNWX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI CALIFORNIA MUNICIPAL (A) SRCMX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SHORT-TERM INCOME FUND (A) SRHQX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SAM CONSERVATIVE BALANCED PORT (A) SAIPX Balanced USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SAM FLEXIBLE INCOME PORTFOLIO (A) SAUPX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SAM BALANCED PORTFOLIO FUND (A) SABPX Balanced USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SAM CONSERVATIVE GROWTH PORT (A) SAGPX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SAM STRATEGIC GROWTH PORTFOLIO (A) SACAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI HIGH YIELD FUND (A) CPHYX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SMALLCAP GROWTH I (I) PGRTX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP VALUE III (I) PLVIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP GROWTH I (I) PLGIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI CORE PLUS BOND FUND (I) PMSIX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL EMERGING MARKETS (I) PIEIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI DIVERSIFIED INTERNATIONAL (I) PIIIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP S&P 500 INDEX (I) PLFIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP GROWTH (I) PGLIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP S&P 400 INDEX (I) MPSIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP GROWTH (I) PGWIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP VALUE III (I) PVUIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP GROWTH III (I) PPIMX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SMALLCAP S&P 600 INDEX (I) PSSIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SMALLCAP (I) PSLIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2010 (I) PTTIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2020 (I) PLWIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2030 (I) PMTIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2040 (I) PTDIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2050 (I) PPLIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME STR INCOME (I) PLSIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP VALUE I (I) PVMIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL I (I) PINIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP S&P 500 INDEX FUND (A) PLSAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI LARGECAP GROWTH FUND (A) PRGWX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME 2010 FUND (A) PENAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI LIFETIME 2020 FUND (A) PTBAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI LIFETIME 2030 FUND (A) PTCAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME 2040 FUND (A) PTDAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME 2050 FUND (A) PPEAX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME STR INCOME (A) PALTX Mixed Investments USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI MIDCAP FUND (A) PEMGX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
SPECTRUM PREF AND CAP SEC INC (A) PPSAX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SMALLCAP FUND (A) PLLAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI REAL ESTATE SECURITIES FUND (A) PRRAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SMALLCAP VALUE II (I) PPVIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI CORE PLUS BOND FUND (A) PRBDX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI DIVERSIFIED INTERNATIONAL FUND (A) PRWLX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI INFLATION PROTECTION FUND (A) PITAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI INTERNATIONAL EMERGING MARKETS (A) PRIAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SAM CONSERVATIVE BALANCED PORT (I) PCCIX Balanced USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SAM CONSERVATIVE GROWTH PORT (I) PCWIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SAM FLEXIBLE INCOME PORTFOLIO (I) PIFIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SAM BALANCED PORTFOLIO (I) PSBIX Balanced USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SAM STRATEGIC GROWTH PORTFOLIO (I) PSWIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI OVERSEAS FUND (I) PINZX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL REAL ESTATE SECURITIES (A) POSAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI DIVERSIFIED REAL ASSET FUND (A) PRDAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI DIVERSIFIED REAL ASSET (I) PDRDX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL DIVERSIFIED INCOME FUND (A) PGBAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI BOND MARKET INDEX (I) PNIIX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL EQUITY INDEX (I) PIDIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SMALL-MIDCAP DIVIDEND INCOME (A) PMDAX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI OPPORTUNISTIC MUNICIPAL (A) PMOAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI HIGH INCOME (A) PYHAX Bond USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI LARGECAP GROWTH FUND I (A) PLGAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES FUND PGLAX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI BLUE CHIP (A) PBLAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SHORT-TERM INCOME (I) PSHIX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
CORE FIXED INCOME (I) PIOIX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL CAPITAL APPRECIATION (I) PWCIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI EQUITY INCOME (I) PEIIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI GOVERNMENT & HIGH QUALITY BOND (I) PMRIX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP GROWTH (R3) PFPPX Equity USD 1,000,000 USD 0 Load Other CLASS R3 No
PFI MIDCAP S&P 400 INDEX (R5) PMFPX Equity USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP S&P 400 INDEX (R4) PMFSX Equity USD 1,000,000 USD 0 Load Other CLASS R4 No
PFI MIDCAP VALUE III (R5) PLPPX Equity USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI MIDCAP VALUE III (R4) PMPPX Equity USD 1,000,000 USD 0 Load Other CLASS R4 No
PFI SMALLCAP S&P 600 INDEX (R5) PSSPX Equity USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI SMALLCAP S&P 600 INDEX (R4) PSSSX Equity USD 1,000,000 USD 0 Load Other CLASS R4 No
PFI SMALLCAP GROWTH I (R5) PPNPX Equity USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI SMALLCAP GROWTH I (R4) PPNSX Equity USD 1,000,000 USD 0 Load Other CLASS R4 No
PFI TAX-EXEMPT BOND (C) PTBCX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SHORT-TERM INCOME (C) STCCX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
CORE FIXED INCOME (C) CNMCX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI HIGH YIELD FUND (C) CCHIX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI CAPITAL APPRECIATION (C) CMNCX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI GOVERNEMENT & HIGH QUALITY BOND (C) CCUGX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI EQUITY INCOME FUND (C) PEUCX Stock USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI CALIFORNIA MUNICIPAL (C) SRCCX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SAM STRATEGIC GROWTH PORTFOLIO (C) SWHCX Mixed Investments USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SAM FLEXIBLE INCOME PORTFOLIO (C) SCUPX Mixed Investments USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SAM CONSERVATIVE BALANCED PORT (C) SCIPX Balanced USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SAM CONSERVATIVE GROWTH PORT (C) SCGPX Mixed Investments USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SAM BALANCED PORTFOLIO FUND (C) SCBPX Balanced USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI INFLATION PROTECTION (I) PIPIX Bond USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI DIVERSIFIED INTERNATIONAL FUND (C) PDNCX Stock USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI REAL ESTATE SECURITIES FUND (C) PRCEX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SMALLCAP FUND (C) PSMCX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI MIDCAP FUND (C) PMBCX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI LARGECAP S&P 500 INDEX FUND (C) PLICX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI INTERNATIONAL EMERGING MARKETS (C) PMKCX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
SPECTRUM PREF AND CAP SEC INC (C) PRFCX Stock USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI PRINCIPAL LIFETIME 2015 (I) LTINX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2015 (R5) LTPFX Mixed Investments USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2025 (I) LTSTX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2035 (I) LTIUX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2045 (I) LTRIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2055 (I) LTFIX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL REAL ESTATE SECURITIES (C) POSCX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI GLOBAL REAL ESTATE SECURITIES (I) POSIX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI DIVERSIFIED REAL ASSET FUND (C) PRDCX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI GLOBAL DIVERSIFIED INCOME FUND (C) PGDCX Bond USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI SMALL-MIDCAP DIVIDEND INCOME (I) PMDIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES FUND PGOIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI SMALL-MIDCAP DIVIDEND INCOME (C) PMDDX Stock USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI BLUE CHIP (I) PBCKX Equity USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI OVERSEAS FUND (R5) PINGX Stock USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI OVERSEAS FUND (R4) PINUX Stock USD 1,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2060 (I) PLTZX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2060 (R4) PLTMX Mixed Investments USD 1,000,000 USD 0 Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2060 (R5) PLTOX Mixed Investments USD 1,000,000 USD 0 No Load CLASS R5 Yes
PFI BLUE CHIP (C) PBLCX Equity USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI GLOBAL MULTI-STRAGEGY FUND (A) PMSAX Alternatives USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI GLOBAL MULTI-STRATEGY FUND (I) PSMIX Alternatives USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL MULTI-STRATEGY FUND (C) PMSCX Alternatives USD 1,000,000 USD 1,000 Level Load CLASS C No
PFI INTERNATIONAL I (A) PFAFX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI MIDCAP VALUE FUND III (A) PVCAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI SMALLCAP VALUE FUND II (A) PSVAX Equity USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI INTERNATIONAL SMALL COMPANY (A) PICAX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI PRINC LIFETIME HYBRID INC FUND (I) PHTFX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2015 FUND (I) PHTMX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2020 FUND (I) PHTTX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2025 FUND (I) PHTQX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2035 FUND (I) PHTJX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2040 FUND (I) PLTQX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2030 FUND (I) PHTNX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2055 FUND (I) PLTNX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2060 FUND (I) PLTHX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2045 FUND (I) PHTYX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2050 FUND (I) PHTUX Mixed Investments USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL SMALL COMPANY FUND (I) PISMX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI ORIGIN EMERGING MARKETS (I) POEIX Stock USD 1,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI ORIGIN EMERGING MARKETS FUND (A) POEYX Stock USD 1,000,000 USD 1,000 Front-End Load CLASS A No
PFI GLOBAL REAL SECURITIES (R5) PGRUX Equity USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PFI DIVERSIFIED REAL ASSET FUND (R5) PGDTX Bond USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL FIN UM EMERGING MKT BD (A)) PFUEX Bond USD 1,000,000,000 USD 1,000 Front-End Load CLASS A No
PFI EDGE-MIDCAP FUND (I) PEDGX Equity USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI CALIFORNIA MUNICIPAL (I) PCMFX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI TAX-EXEMPT BOND FUND (I) PITEX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PFI OPPORTUNISTIC MUNICIPAL FUND (I) POMFX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FIN UM EMERGING MKT BD (I) PFUMX Bond USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PF SYSTEMATEX INTERNATIONAL FUND (I) PSOMX Stock USD 1,000,000,000 USD 0 No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2065 (R5) PLJEX Mixed Investments USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2015 (R5) PHTRX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2020 (R5) PHTIX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2025 (R5) PHTOX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID INCOME (R5) PHTDX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2065 (R5) PLHKX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2030 (R5) PHTKX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2060 (R5) PLTDX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2055 (R5) PLTKX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2050 (R5) PLRJX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2045 (R5) PHTVX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2040 (R5) PHTZX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes
PRINCIPAL LIFETIME HYBRID 2035 (R5) PHTGX N/A USD 1,000,000,000 USD 0 No Load CLASS R5 Yes

Notes:

  1. Advisor minimums may be lower.