Program overview: Options, fees and services

The Principal Path for Income is an asset allocation program in which you determine your future income needs, assess your risk tolerance, and invest in mutual funds that match your tolerance for risk.

The program can help you balance investment growth, retirement income and portfolio risk while providing you with a variety of different options.

Get the details

Minimum initial investment	$25,000
Fund selection	Choose your own funds, or let us choose the appropriate funds.
Rebalancing options	Quarterly (qualified retirement accounts) Semiannually (qualified retirement accounts) Annually By request only
Withdrawals	Any business day; sold at net asset value, less any applicable sales charges.
Fees and charges	No additional fees beyond normal sales charges for mutual funds.
Complimentary services	Quarterly and year-end statements Quarterly newsletter Telephone access with PrinCall^® Internet access at www.principal.com

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:

Calling 1.800.222.5852 and requesting a prospectus (all share classes)
Downloading a prospectus (A, B & C shares)
Downloading a prospectus (J shares)
Requesting a prospectus be mailed to you (A, B & C shares)
Requesting a prospectus be mailed to you (J shares)

Please read the prospectus carefully before investing. See the mutual fund section of our site for a description of the different share classes.