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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
PRINCIPAL FUNDS EQUITY INCOME FUND PEQPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND PEPPX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS CORE PLUS BOND FUND PBMPX USD 0 USD 0 Bond No Load CLASS R5 No
PRINCIPAL FUNDS CORE PLUS BOND FUND PBMSX USD 0 USD 0 Bond Load Other CLASS R4 No
PRINCIPAL FUNDS BOND MARKET INDEX FUND PBIQX USD 0 USD 0 Bond No Load CLASS R5 Yes
PRINCIPAL FUNDS BOND MARKET INDEX FUND PBIPX USD 0 USD 0 Bond Load Other CLASS R4 No
PRINCIPAL FUNDS DIVERSIFIED INTERNATIONAL FUND PDIPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS DIVERSIFIED INTERNATIONAL FUND PINPX USD 0 USD 0 Stock No Load CLASS R5 No
PRINCIPAL FUNDS DIVERSIFIED INTERNATIONAL FUND PINLX USD 0 USD 0 Stock Load Other CLASS R4 No
PRINCIPAL FUNDS DIVERSIFIED REAL ASSET FUND PRDPX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS EQUITY INCOME FUND PEIQX USD 0 USD 0 Stock No Load CLASS R5 No
PRINCIPAL FUNDS EQUITY INCOME FUND PEIPX USD 0 USD 0 Stock Load Other CLASS R4 No
PRINCIPAL FUNDS GLOBAL DIVERSIFIED INCOME FUND PGDIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL DIVERSIFIED INCOME FUND PGDPX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS GLOBAL REAL ESTATE SECURITIES FUND POSPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS GOVERNMENT & HIGH QUALITY BOND FUND PMREX USD 0 USD 0 Bond No Load CLASS R5 No
PRINCIPAL FUNDS GOVERNMENT & HIGH QUALITY BOND FUND PGSPX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS GOVERNMENT & HIGH QUALITY BOND FUND PMRDX USD 0 USD 0 Bond Load Other CLASS R4 No
PRINCIPAL FUNDS HIGH YIELD FUND PHYTX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS HIGH YIELD FUND PYHPX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS HIGH YIELD FUND I PYHIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS INCOME FUND PIMPX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS INCOME FUND PIOPX USD 0 USD 0 Bond Load Other CLASS R4 No
PRINCIPAL FUNDS INCOME FUND PIOQX USD 0 USD 0 Bond No Load CLASS R5 No
PRINCIPAL FUNDS INFLATION PROTECTION FUND PBPPX USD 0 USD 0 Bond No Load CLASS R5 No
PRINCIPAL FUNDS INFLATION PROTECTION FUND PIFSX USD 0 USD 0 Bond Load Other CLASS R4 No
PRINCIPAL FUNDS INTERNATIONAL EMERGING MARKETS FUND PESSX USD 0 USD 0 Equity No Load CLASS R4 No
PRINCIPAL FUNDS INTERNATIONAL EMERGING MARKETS FUND PIEPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS INTERNATIONAL EMERGING MARKETS FUND PEPSX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS INTERNATIONAL EQUITY INDEX FUND PIIPX USD 0 USD 0 Stock Load Other CLASS R4 No
PRINCIPAL FUNDS INTERNATIONAL EQUITY INDEX FUND PIIQX USD 0 USD 0 Stock No Load CLASS R5 Yes
PRINCIPAL FUNDS INTERNATIONAL FUND I PTPPX USD 0 USD 0 Stock No Load CLASS R5 No
PRINCIPAL FUNDS INTERNATIONAL FUND I PUPPX USD 0 USD 0 Stock Load Other CLASS R4 No
PRINCIPAL FUNDS LARGECAP BLEND FUND II PPZSX USD 0 USD 0 Equity No Load CLASS R4 No
PRINCIPAL FUNDS LARGECAP BLEND FUND II PPZPX USD 0 USD 0 Equity No Load CLASS R5 Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND PGLPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND PDPPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS LARGECAP GROWTH FUND I PPUSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS LARGECAP GROWTH FUND I PPUPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS LARGECAP GROWTH FUND II PPTSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS LARGECAP GROWTH FUND II PPTPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS LARGECAP S&P 500 INDEX FUND PLFPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS LARGECAP S&P 500 INDEX FUND PLFSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS LARGECAP VALUE FUND PLVPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS LARGECAP VALUE FUND PLVSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS LARGECAP VALUE FUND III PPSSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS LARGECAP VALUE FUND III PPSRX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP FUND PMCPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS MIDCAP FUND PMBPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP FUND PCBIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP FUND PMBSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS MIDCAP GROWTH FUND PHPPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP GROWTH FUND PIPPX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS MIDCAP GROWTH FUND III PPQPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP GROWTH FUND III PPQSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS MIDCAP VALUE FUND I PABVX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP VALUE FUND I PABWX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS PREFERRED SECURITIES FUND PQARX USD 0 USD 0 Stock Load Other CLASS R4 No
PRINCIPAL FUNDS PREFERRED SECURITIES FUND PPSPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS PREFERRED SECURITIES FUND PPARX USD 0 USD 0 Stock No Load CLASS R5 Yes
PRINCIPAL FUNDS PREFERRED SECURITIES FUND PPSIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL CAPITAL APPRECIATION FUND PCAPX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL CAPITAL APPRECIATION FUND PCAQX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL CAPITAL APPRECIATION FUND PCFPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL LIFETIME 2010 FUND PTASX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2010 FUND PTAPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2015 FUND LTSLX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2015 FUND LTASX USD 0 USD 0 Mixed Investments Load Other CLASS R2 No
PRINCIPAL LIFETIME 2020 FUND PTBSX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2020 FUND PTBPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2025 FUND LTEEX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2025 FUND LTPDX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2030 FUND PTCPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2030 FUND PTCSX USD 0 USD 0 Mixed Investments No Load CLASS R4 No
PRINCIPAL LIFETIME 2035 FUND LTSEX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2035 FUND LTPEX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2040 FUND PTDSX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2040 FUND PTDPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2045 FUND LTRLX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2045 FUND LTRDX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2050 FUND PTESX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2050 FUND PTEFX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2055 FUND LTFLX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2055 FUND LTFPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME STRATEGIC INCOME FUND PLSSX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME STRATEGIC INCOME FUND PLSPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL FUNDS REAL ESTATE SECURITIES FUND PIRPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS REAL ESTATE SECURITIES FUND PREPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS REAL ESTATE SECURITIES FUND PRETX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS SAM BALANCED PORTFOLIO PSBFX USD 0 USD 0 Balanced No Load CLASS R5 No
PRINCIPAL FUNDS SAM BALANCED PORTFOLIO PSBLX USD 0 USD 0 Balanced Load Other CLASS R4 No
PRINCIPAL FUNDS SAM CONSERVATIVE BALANCED PORTFOLIO PCBFX USD 0 USD 0 Balanced No Load CLASS R5 No
PRINCIPAL FUNDS SAM CONSERVATIVE BALANCED PORTFOLIO PCBLX USD 0 USD 0 Balanced Load Other CLASS R4 No
PRINCIPAL FUNDS SAM CONSERVATIVE GROWTH PORTFOLIO PCWPX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL FUNDS SAM CONSERVATIVE GROWTH PORTFOLIO PCWSX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL FUNDS SAM FLEXIBLE INCOME PORTFOLIO PFIFX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL FUNDS SAM FLEXIBLE INCOME PORTFOLIO PFILX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL FUNDS SAM STRATEGIC GROWTH PORTFOLIO PSGFX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL FUNDS SAM STRATEGIC GROWTH PORTFOLIO PSGLX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL FUNDS SHORT-TERM INCOME FUND PSTPX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS SHORT-TERM INCOME FUND PSIPX USD 0 USD 0 Bond Load Other CLASS R4 No
PRINCIPAL FUNDS SHORT-TERM INCOME FUND PSIQX USD 0 USD 0 Bond No Load CLASS R5 No
PRINCIPAL FUNDS SMALL-MIDCAP DIVIDEND INCOME FUND PMDPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS SMALLCAP FUND PSBPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS SMALLCAP FUND PSBSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS SMALLCAP VALUE FUND II PSTWX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS SMALLCAP VALUE FUND II PLARX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS EQUITY INCOME FUND PQIAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS GOVERNMENT & HIGH QUALITY BOND FUND CMPGX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS TAX-EXEMPT BOND FUND PTEAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS INCOME FUND CMPIX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL CAPITAL APPRECIATION FUND CMNWX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS CALIFORNIA MUNICIPAL FUND SRCMX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS SHORT-TERM INCOME FUND SRHQX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS SAM CONSERVATIVE BALANCED PORTFOLIO SAIPX USD 1,000 USD 0 Balanced Front-End Load CLASS A No
PRINCIPAL FUNDS SAM FLEXIBLE INCOME PORTFOLIO SAUPX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL FUNDS SAM BALANCED PORTFOLIO SABPX USD 1,000 USD 0 Balanced Front-End Load CLASS A No
PRINCIPAL FUNDS SAM CONSERVATIVE GROWTH PORTFOLIO SAGPX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL FUNDS SAM STRATEGIC GROWTH PORTFOLIO SACAX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL FUNDS HIGH YIELD FUND CPHYX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS SMALLCAP GROWTH FUND I PGRTX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND II PPIIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP VALUE FUND III PLVIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND I PLGIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS CORE PLUS BOND FUND PMSIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS INTERNATIONAL EMERGING MARKETS FUND PIEIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS DIVERSIFIED INTERNATIONAL FUND PIIIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP S&P 500 INDEX FUND PLFIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND PGLIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP VALUE FUND PVLIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP S&P 400 INDEX FUND MPSIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP GROWTH FUND PGWIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP VALUE FUND III PVUIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP GROWTH FUND III PPIMX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SMALLCAP S&P 600 INDEX FUND PSSIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SMALLCAP FUND PSLIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2010 FUND PTTIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2020 FUND PLWIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2030 FUND PMTIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2040 FUND PTDIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2050 FUND PPLIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME STRATEGIC INCOME FUND PLSIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP VALUE FUND I PVMIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS INTERNATIONAL FUND I PINIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP S&P 500 INDEX FUND PLSAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS LARGECAP GROWTH FUND PRGWX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS LARGECAP VALUE FUND PCACX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL LIFETIME 2010 FUND PENAX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL LIFETIME 2020 FUND PTBAX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL LIFETIME 2030 FUND PTCAX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL LIFETIME 2040 FUND PTDAX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL LIFETIME 2050 FUND PPEAX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL LIFETIME STRATEGIC INCOME FUND PALTX USD 1,000 USD 0 Mixed Investments Front-End Load CLASS A No
PRINCIPAL FUNDS MIDCAP FUND PEMGX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS PREFERRED SECURITIES FUND PPSAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS SMALLCAP FUND PLLAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS REAL ESTATE SECURITIES FUND PRRAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS SMALLCAP VALUE FUND II PPVIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS CORE PLUS BOND FUND PRBDX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS DIVERSIFIED INTERNATIONAL FUND PRWLX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS INFLATION PROTECTION FUND PITAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS INTERNATIONAL EMERGING MARKETS FUND PRIAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS SAM CONSERVATIVE BALANCED PORTFOLIO PCCIX USD 0 USD 0 Balanced No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SAM CONSERVATIVE GROWTH PORTFOLIO PCWIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SAM FLEXIBLE INCOME PORTFOLIO PIFIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SAM BALANCED PORTFOLIO PSBIX USD 0 USD 0 Balanced No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SAM STRATEGIC GROWTH PORTFOLIO PSWIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS OVERSEAS FUND PINZX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL REAL ESTATE SECURITIES FUND POSAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS DIVERSIFIED REAL ASSET FUND PRDAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS DIVERSIFIED REAL ASSET FUND PDRDX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL DIVERSIFIED INCOME FUND PGBAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS BOND MARKET INDEX FUND PNIIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS INTERNATIONAL EQUITY INDEX FUND PIDIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SMALL-MIDCAP DIVIDEND INCOME FUND PMDAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS OPPORTUNISTIC MUNICIPAL FUND PMOAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS HIGH YIELD FUND I PYHAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS LARGECAP GROWTH FUND I PLGAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES FUND PGLAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS BLUE CHIP FUND PBLAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS SHORT-TERM INCOME FUND PSHIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS INCOME FUND PIOIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL CAPITAL APPRECIATION FUND PWCIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS EQUITY INCOME FUND PEIIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GOVERNMENT & HIGH QUALITY BOND FUND PMRIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MIDCAP S&P 400 INDEX FUND PMFPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP S&P 400 INDEX FUND PMFSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS MIDCAP VALUE FUND III PLPPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS MIDCAP VALUE FUND III PMPPX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS SMALLCAP S&P 600 INDEX FUND PSSPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS SMALLCAP S&P 600 INDEX FUND PSSSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS SMALLCAP GROWTH FUND I PPNPX USD 0 USD 0 Equity No Load CLASS R5 No
PRINCIPAL FUNDS SMALLCAP GROWTH FUND I PPNSX USD 0 USD 0 Equity Load Other CLASS R4 No
PRINCIPAL FUNDS TAX-EXEMPT BOND FUND PTBCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS SHORT-TERM INCOME FUND STCCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS INCOME FUND CNMCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS HIGH YIELD FUND CCHIX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL CAPITAL APPRECIATION FUND CMNCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS GOVERNMENT & HIGH QUALITY BOND FUND CCUGX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS EQUITY INCOME FUND PEUCX USD 1,000 USD 0 Stock Level Load CLASS C No
PRINCIPAL FUNDS CALIFORNIA MUNICIPAL FUND SRCCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS SAM STRATEGIC GROWTH PORTFOLIO SWHCX USD 1,000 USD 0 Mixed Investments Level Load CLASS C No
PRINCIPAL FUNDS SAM FLEXIBLE INCOME PORTFOLIO SCUPX USD 1,000 USD 0 Mixed Investments Level Load CLASS C No
PRINCIPAL FUNDS SAM CONSERVATIVE BALANCED PORTFOLIO SCIPX USD 1,000 USD 0 Balanced Level Load CLASS C No
PRINCIPAL FUNDS SAM CONSERVATIVE GROWTH PORTFOLIO SCGPX USD 1,000 USD 0 Mixed Investments Level Load CLASS C No
PRINCIPAL FUNDS SAM BALANCED PORTFOLIO SCBPX USD 1,000 USD 0 Balanced Level Load CLASS C No
PRINCIPAL FUNDS INFLATION PROTECTION FUND PIPIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND PLGCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS DIVERSIFIED INTERNATIONAL FUND PDNCX USD 1,000 USD 0 Stock Level Load CLASS C No
PRINCIPAL FUNDS REAL ESTATE SECURITIES FUND PRCEX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS SMALLCAP FUND PSMCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS CORE PLUS BOND FUND PBMCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS MIDCAP FUND PMBCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS LARGECAP S&P 500 INDEX FUND PLICX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS LARGECAP VALUE FUND PLUCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS INTERNATIONAL EMERGING MARKETS FUND PMKCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS INFLATION PROTECTION FUND PPOCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS PREFERRED SECURITIES FUND PRFCX USD 1,000 USD 0 Stock Level Load CLASS C No
PRINCIPAL LIFETIME 2015 FUND LTINX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2015 FUND LTPFX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL LIFETIME 2025 FUND LTSTX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2035 FUND LTIUX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2045 FUND LTRIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2055 FUND LTFIX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL REAL ESTATE SECURITIES FUND POSCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS GLOBAL REAL ESTATE SECURITIES FUND POSIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS DIVERSIFIED REAL ASSET FUND PRDCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS GLOBAL DIVERSIFIED INCOME FUND PGDCX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS SMALL-MIDCAP DIVIDEND INCOME FUND PMDIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES FUND PGOIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SMALL-MIDCAP DIVIDEND INCOME FUND PMDDX USD 1,000 USD 0 Stock Level Load CLASS C No
PRINCIPAL FUNDS BLUE CHIP FUND PBCKX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS OPPORTUNISTIC MUNICIPAL FUND PMODX USD 1,000 USD 0 Bond Level Load CLASS C No
PRINCIPAL FUNDS OVERSEAS FUND PINGX USD 0 USD 0 Stock No Load CLASS R5 No
PRINCIPAL FUNDS OVERSEAS FUND PINUX USD 0 USD 0 Stock Load Other CLASS R4 No
PRINCIPAL LIFETIME 2060 FUND PLTZX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2060 FUND PLTMX USD 0 USD 0 Mixed Investments Load Other CLASS R4 No
PRINCIPAL LIFETIME 2060 FUND PLTOX USD 0 USD 0 Mixed Investments No Load CLASS R5 No
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES FUND PGXPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS BLUE CHIP FUND PBLPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES FUND PGOCX USD 1,000 USD 0 Stock Level Load CLASS C No
PRINCIPAL FUNDS BLUE CHIP FUND PBLCX USD 1,000 USD 0 Equity Level Load CLASS C No
PRINCIPAL FUNDS OPPORTUNISTIC MUNICIPAL FUND PMOQX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS GLOBAL MULTI-STRATEGY FUND PMSAX USD 1,000 USD 0 Alternatives Front-End Load CLASS A No
PRINCIPAL FUNDS GLOBAL MULTI-STRATEGY FUND PMSPX USD 0 USD 0 Alternatives No Load CLASS P Yes
PRINCIPAL FUNDS GLOBAL MULTI-STRATEGY FUND PSMIX USD 0 USD 0 Alternatives No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL MULTI-STRATEGY FUND PMSCX USD 1,000 USD 0 Alternatives Level Load CLASS C No
PRINCIPAL FUNDS INTERNATIONAL FUND I PFAFX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS INTERNATIONAL FUND I PTRPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS LARGECAP GROWTH FUND I PVCPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS LARGECAP VALUE FUND PVFPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS MIDCAP VALUE FUND III PVCAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS MIDCAP VALUE FUND III PMVPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS SMALLCAP FUND PSFPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS SMALLCAP VALUE FUND II PSVAX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS SMALLCAP VALUE FUND II PSCPX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS INTERNATIONAL SMALL COMPANY FUND PICAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS INTERNATIONAL SMALL COMPANY FUND PCOPX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS DYNAMIC FLOATING RATE HIGH INCOME PDYIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS DYNAMIC FLOATING RATE HIGH INCOME PDYAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL LIFETIME HYBRID INCOME FUND PHTFX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2015 FUND PHTMX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2020 FUND PHTTX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2025 FUND PHTQX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2035 FUND PHTJX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2040 FUND PLTQX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2030 FUND PHTNX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2055 FUND PLTNX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2060 FUND PLTHX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2045 FUND PHTYX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME HYBRID 2050 FUND PHTUX USD 0 USD 0 Mixed Investments No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS INTERNATIONAL SMALL COMPANY FUND PISMX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS REAL ESTATE ALLOCATION FUND PAEDX USD 1,000 USD 0 Balanced Front-End Load CLASS A No
PRINCIPAL FUNDS REAL ESTATE ALLOCATION FUND PADDX USD 0 USD 0 Balanced No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS REAL ESTATE DEBT INCOME FUND PRDIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS REAL ESTATE DEBT INCOME FUND PRDYX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS ORIGIN EMERGING MARKETS FUND POEIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS ORIGIN EMERGING MARKETS FUND POEYX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PRINCIPAL FUNDS REAL ESTATE DEBT INCOME FUND PDIFX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS CALIFORNIA MUNICIPAL FUND PLBTX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS TAX-EXEMPT BOND FUND PTETX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS SAM FLEXIBLE INCOME PORTFOLIO PFITX USD 0 USD 0 Mixed Investments No Load CLASS P Yes
PRINCIPAL FUNDS SAM CONSERVATIVE BALANCED PORTFOLIO PCBTX USD 0 USD 0 Balanced No Load CLASS P Yes
PRINCIPAL FUNDS SAM BALANCED PORTFOLIO PQRBX USD 0 USD 0 Balanced No Load CLASS P Yes
PRINCIPAL FUNDS SAM CONSERVATIVE GROWTH PORTFOLIO PCGMX USD 0 USD 0 Mixed Investments No Load CLASS P Yes
PRINCIPAL FUNDS SAM STRATEGIC GROWTH PORTFOLIO PSGHX USD 0 USD 0 Mixed Investments No Load CLASS P Yes
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES EQUITY HEDGED FUND PGOHX USD 1,000 USD 0 Equity Front-End Load CLASS A No
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES EQUITY HEDGED FUND PGHRX USD 0 USD 0 Equity No Load CLASS P Yes
PRINCIPAL FUNDS MULTI-MANAGER EQUITY LONG/SHORT FUND PGMMX USD 1,000 USD 0 Alternatives Front-End Load CLASS A No
PRINCIPAL FUNDS MULTI-MANAGER EQUITY LONG/SHORT FUND PGMPX USD 0 USD 0 Alternatives No Load CLASS P Yes
PRINCIPAL FUNDS ORIGIN EMERGING MARKETS FUND PGPOX USD 0 USD 0 Stock No Load CLASS P Yes
PRINCIPAL FUNDS FINISTERRE UNCONSTRAINED EMERGING MARKETS BOND FUND PFUEX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PRINCIPAL FUNDS FINISTERRE UNCONSTRAINED EMERGING MARKETS BOND FUND PFUBX USD 0 USD 0 Bond No Load CLASS P Yes
PRINCIPAL FUNDS EDGE MIDCAP FUND PEDGX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS MULTI-MANAGER EQUITY LONG/SHORT FUND PGPIX USD 0 USD 0 Alternatives No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS GLOBAL OPPORTUNITIES EQUITY HEDGED FUND PGHIX USD 0 USD 0 Equity No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS CALIFORNIA MUNICIPAL FUND PCMFX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS TAX-EXEMPT BOND FUND PITEX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS OPPORTUNISTIC MUNICIPAL FUND POMFX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS FINISTERRE UNCONSTRAINED EMERGING MARKETS BOND FUND PFUMX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FUNDS SYSTEMATEX INTERNATIONAL FUND PSOMX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes

Notes:

  1. Advisor minimums may be lower.