Mutual Funds: Principal Funds, Inc. (J Shares)
Principal Funds, Inc. 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.
In addition, 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.
These shares are distributed by Princor Financial Services Corporation.
Diversify by management style
At the Principal Financial Group®, we understand the importance of choice. We want to provide investors with the opportunity to diversify their portfolios not only by asset class and investment strategy, but also by management style.
We're proud to offer funds sub-advised by:
- AllianceBernstein Investments
- American Century Investment Management Inc.
- Ark Asset Management Co., Inc.
- Barrow Hanley
- Columbus Circle Investors
- Edge Asset Management
- Emerald Advisers, Inc.
- Essex
- Goldman Sachs Asset Management
- Jacobs Levy Equity Management
- Los Angeles Capital Management
- Neuberger Berman Management Inc.
- Principal Global Investors, LLC
- Principal Real Estate Investors, LLC
- Spectrum
- T. Rowe Price Investment Services, Inc.
- Turner Investment Partners, Inc.
- UBS Global Asset Management
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 completing this request form, downloading from our site or by calling 1.800.222.5852. Please read the prospectus carefully before investing.
