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Mutual Funds

Are you ready to invest? Check out our wide range of mutual funds designed to provide you with competitive, high-quality investments.

You'll discover a variety of investment styles that focus on seeking attractive total returns over the long-term.

For all investors

  • A, B and C shares are offered to any investor through financial professionals associated with brokerage firms.

Get details on A, B & C shares at www.principalfunds.com.

For retirement plan investors & Principal Health Savings Account (HSA) investors

  • J shares are available to individuals wishing to purchase mutual funds through our home office financial professionals. J shares may be used to fund IRAs and other long-term investment accounts.
  • J shares are also available as an option through Principal Health Savings Accounts (HSA). You must be eligible to participate in an HSA, which includes enrollment in a High Deductibile Health Plan, among other criteria. Use the HSA Calculator to help you determine if you're eligible.

Learn more about J shares.

 

Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained by:

Please read the prospectus carefully before investing.

Fund News

Need help structuring your investment portfolio?  Let The Principal help by completing the Principal Asset Allocation Questionnaire (PDF: 455KB).

Complete the Principal Asset Allocation Questionnaire

 

Have a question? Call us at 1.800.986.3343

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