Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| PRINCIPAL CAPITAL APPR FD CL A (CMNWX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL CORE FIXED INCOME FD CL A (CMPIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL HIGH YIELD CL A (CPHYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL BLUE CHIP FD CL INST (PBCKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL BLUE CHIP FD CL A (PBLAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL MIDCAP INST (PCBIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL DIVERSIFIED REAL ASSET INST (PDRDX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL EQTY INCM INSTL CL (PEIIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL MIDCAP A (PEMGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL GLOBAL DIVERSIFIED INCM A (PGBAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL GLOBAL DIVERSE INCM INSTL (PGDIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL HIGH YIELD INSTL CL (PHYTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL REAL ESTATE SECURITIES INST (PIREX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL TAX EXEMPT BD INST (PITEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL LARGECAP GRWTH I CL A (PLGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SMALL CAP FD A (PLLAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL LARGECAP S&P 500 IDX CL A (PLSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SMALL MID CAP DIV INCM A (PMDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SMALL MID CAP DIV INCM INST (PMDIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL GLOBAL REAL ESTATE SECURITIES (POSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL GLOBAL REAL ESTATE SECURITIES (POSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SPECTRUM PREFERRED AND CAPITAL (PPSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SPECTRUM PREFERRED AND CAPITAL (PPSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL EQUITY INCOME CL A (PQIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL DIVERSIFIED REAL ASSET A (PRDAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL INTL EMRG MKT CL A (PRIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL REAL ESTATE SECURITIES CL A (PRRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL DIVERSIFIED INTERNATIONAL CL A (PRWLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SHORT TERM INCOME INST (PSHIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SMALL CAP FD I (PSLIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL TAX EXEMPT BD A (PTEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SAM BALANCED PORTFOLIO CL A (SABPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SAM STRATEGIC GROWTH PORT CL A (SACAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SAM CONSERVATIVE GROWTH PORT C (SAGPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SAM CONSERVATIVE BALANCED PORT (SAIPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SAM FLEXIBLE INCOME PORT CL A (SAUPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PRINCIPAL SHORTTERM INCOME CL A (SRHQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s 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.