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Investment Type: pif

SmallCap Blend R2 Fund (PSBNX)







Quick Facts


PSBNX
12/06/2000
Small Blend
$541.09

Investment Strategy

   What's this?
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations at the time of each purchase. It invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics. Investing in value equity securities is an investment strategy that emphasizes buying equity securities that appear to be undervalued.




Morningstar Style Box™

  as of 02/28/2014
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Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 03/31/2014
What's this?

Out of 612 Small Blend Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.



Month-End | Quarter-End
Average Annual Total Returns as of 03/31/2014
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 0.09 2.49 2.49 31.05 16.30 24.34 8.00 8.63
Russell 2000 Index % -0.68 1.12 1.12 24.90 13.18 24.31 8.53 ---
Small Blend Category % 0.60 1.45 1.45 24.09 12.73 24.08 8.60 ---
Morningstar Percentile Rankings** --- --- --- 4 10 45 65 ---
# of Funds in Category 752 741 741 687 612 554 335 ---
12/06/2000
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 03/31/2014
Total Investment Expense - Gross: 1.63%
Total Investment Expense - Net: 1.63%
12b-1 Fee: 0.30%
Total Investment Expense Gross Per $1,000 Invested: $16.30



Growth of $10,000

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Performance assumes reinvestment of all dividends and capital gains. Extended performance is calculated based on the historical performance of the investment option's oldest share class, adjusted for the fees and expenses of the share class shown. Periods of less than one year are not annualized.



Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Managers

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Phil Nordhus , CFA
Since 05/19/2006
M.B.A. , Drake University

Brian W. Pattinson , CFA
Since 07/20/2011
M.B.A. , University of Iowa






Morningstar
© 2014 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Returns shown for periods of less than one year are not annualized.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Princor Financial Services Corporation, 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Princor® Registered Representative are offered through Princor. Principal Funds Distributor, Princor and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal SmallCap Blend R2 Fund.

Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions.  The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account.  Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

Russell 2000 Index consists of the smallest 2000 companies in the Russell 3000 Index, representing approximately 10% of the Russell 3000 total market capitalization.

Small-cap and mid-cap investment options are subject to more fluctuation in value and may have additional risks than other investment options with stocks of larger, more stable companies.