PRINCIPAL Fund Family (Return to Fund Listings)

Fund Settlement Date Minimum Investment Amounts
Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
PRINCIPAL GOVT & HIGH QUALITY BD FD CL A (CMPGX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2035 R3 (LTAOX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2055 INST (LTFIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2015 INST (LTINX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2035 INST (LTIUX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2045 INST (LTRIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2025 INST (LTSTX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MID CAP S&P 400 INDEX INST (MPSIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP VALUE I R5 (PABVX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME STRATEGIC INCM CL A (PALTX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
STRATEGIC ASSET MGMT CONSRV BAL R5 (PCBFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SAM CONSERV BALANCED PORT INST (PCCIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL CA MUNI INST (PCMFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP VALUE I A (PCMVX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MONEY MARKET CL A (PCSXX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SAM CONSERV GROWTH PORT INST (PCWIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
STRATEGIC ASSET MGMT CONSRV GROWTH R5 (PCWPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL EDGE MIDCAP INST (PEDGX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL EDGE MIDCAP A (PEMCX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2010 CL A (PENAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
STRATEGIC ASSET MGMT FLEXIBLE INCM R5 (PFIFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL FINISTERRE EMMKTS TR BD A (PFUEX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
FINISTERRE EMERGING MARKETS TOTAL RETURN (PFUMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL GLOBAL MULTI STRATEGY R6 (PGLSX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALLCAP GWTH I INST (PGRTX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP GROWTH INST (PGWIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP GROWTH R5 (PHPPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL HIGH YIELD R6 (PHYFX)
Prospectus Unavailable
1 $100,000.00 $0.00 $100,000.00 $0.00
PRINCIPAL INTL EQUITY INDEX FD INSTL (PIDIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SAM FLEXIBLE INCOME PORT INST (PIFIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL DIVERSIFIED INTL INSTL CL (PIIIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL INTERNATIONAL FD I INST (PINIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL DIVERSIFIED INTL R5 (PINPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL OVERSEAS INSTL (PINZX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL CORE FIXED INCOME FD INST (PIOIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL INFLATION PROTECTION INST (PIPIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL INTERNATIONAL SML COMPNY INSTL (PISMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALLCAP VALUE II R5 (PLARX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGECAP S&P 500 INDEX INST (PLFIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGECAP S&P 500 INDEX R3 (PLFMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGE CAP S&P 500 INDEX R5 (PLFPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGECAP GRWTH I CL INST (PLGIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME STRAT INCM INST (PLSIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME STRATEGIC INC R5 (PLSPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGE CAP VALUE III INST (PLVIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2020 INST (PLWIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP CL R6 (PMAQX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MID CAP BLEND R5 (PMBPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP R4 (PMBSX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP S&P 400 INDEX R3 (PMFMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MID CAP S&P 400 INDEX R5 (PMFPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL OPPORTUNISTIC MUNICIPAL A (PMOAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP VALUE I R3 (PMPRX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL GOVT AND HIGH QUALITY BD INST (PMRIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL GLOBAL MULTI STRATEGY A (PMSAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP CL R1 (PMSBX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL CORE PLUS BOND INST (PMSIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2030 INST (PMTIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SPECTRUM PREF&CPTL SCS INCR3 (PNARX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL BOND MKT INDEX INST (PNIIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL ORIGIN EMRG MKTS INST (POEIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL ORIGIN EMERGING MARKETS A (POEYX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL OPPORTUNISTIC MUNI INST (POMFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2050 CL A (PPEAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP GROWTH III INSTL CL (PPIMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2050 INST (PPLIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALL CAP GWTH I R3 (PPNMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGECAP GRWTH I R3 (PPUMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LARGECAP GRWTH I R4 (PPUSX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALL CAP VALUE II INST (PPVIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL CORE PLUS BOND A (PRBDX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL REAL ESTATE SECURITIES R5 (PREPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
STRATEGIC ASSET MGMT BALANCED R5 (PSBFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SAM BALANCED PORT FUND CL I (PSBIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
STRATEGIC ASSET MGMT STRATEGIC GROWTH R5 (PSGFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL GLOBAL MULTI STRATEGY INSTL (PSMIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALLCAP VALUE II R6 (PSMVX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALL CAP S&P 600 INDEX INST (PSSIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SMALL CAP S&P 600 INDEX R5 (PSSPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL SAM STRATEGIC GROWTH PORT INST (PSWIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2010 R5 (PTAPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2020 CL A (PTBAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2020 R5 (PTBPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2030 CL A (PTCAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2030 R5 (PTCPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2040 CL A (PTDAX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2040 INST (PTDIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2040 R5 (PTDPX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2050 R5 (PTEFX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL LIFETIME 2010 INST (PTTIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL MIDCAP VALUE I INST (PVMIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL CAPITAL APPR FD INSTL CL (PWCIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL HIGH INCOME FD CL I (PYHIX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00
PRINCIPAL CA MUNI A (SRCMX)
Prospectus Unavailable
1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These include marketing fees known as 12b-1 fees, as well as certain record keeping or shareholder services fees. Such fees are included in the funds’ overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.