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Mutual Funds

Tap into long-term growth potential

Financial experts recommend mutual funds as a good option for people with long-term financial goals:

  • Long-term growth potential. If your retirement is several years away, consider the long-term growth potential offered through mutual funds.
  • Wide range of investment options. Retirement experts from The Principal® can help you select mutual funds that meet your needs. If you're interested in a Principal Rollover Choice IRASM, we can help create an investment mix similar to your old employer's retirement account. Or, help find investments more tailored to your current situation and retirement goals.
  • Convenience. You have the flexibility to contribute when you'd like. And, the freedom to invest as much as you'd like (within annual limits).
  • Risk Reduction. Diversify your investments to help reduce your financial risk.

Not sure if mutual funds are right for you?

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.

Start a Rollover

Call us at 1.800.247.8000, ext. IRA (472)

Meet with a local expert from The Principal®

Start a Rollover

Investment and insurance products are: not a deposit · not FDIC Insured ·
not insured by any federal government agency · not a bank guarantee · and may lose value.

Have a question? Call us at 1.800.986.3343

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