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Investment Type: pif

International Small Company Inst Fund (PISMX)

Quick Facts Ticker: PISMX Inception Date: 12/31/2014 Extended Performance Inception Date: 06/11/2014 Morningstar Category: Foreign Small/Mid Blend Total Net Assets (mil): $427.69	Investment Strategy    What's this? The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations. It invests primarily in foreign equity securities. The fund typically invests in foreign securities of more than 10 countries but has no limitation on the percentage of assets that is invested in each country or denominated in any currency.
Morningstar Style Box™   as of 02/28/2025    What's this?	Overall Morningstar Star Rating™   as of 03/31/2025    What's this? Out of 88 Foreign Small/Mid Blend Funds 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

Returns shown for periods of less than one year are not annualized. All returns displayed here are after Total Investment Expense of the investment option.

The Year-to-Date Change represents an unannualized rate of return (change in value) since the start of the year. All returns shown here are after the Total Investment Expense of the investment option.

In situations where the net and gross fund expense figures are different, the investment manager has contractually agreed to limit the investment option's expense. Differences may also be shown due to the investment manager choosing to pay certain expenses that would normally be payable by the fund. The gross fund expense figure does not reflect any waivers or caps on the fund. Performance when shown reflects the application of net expenses of the fund.

Returns represent past performance and do not guarantee future results. Share price, principal value, and return will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. For more performance information, including the most recent month-end performance, visit principal.com.

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options and contract[PB1] riders may not be available in all states or U.S. commonwealths.

Month-End | Quarter-End

Average Annual Total Returns as of 03/31/2025

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Total Return % 1.08 6.07 6.07 2.22 1.70 9.23 4.46 3.70 MSCI World Ex US Small Cap Index % 0.61 3.40 3.40 3.58 0.81 10.71 5.42 --- Foreign Small/Mid Blend Category % 0.49 4.00 4.00 3.03 2.39 11.57 5.13 --- Morningstar Percentile Rankings** --- --- --- 67 66 92 75 --- # of Funds in Category 96 96 96 95 88 80 49 ---

* Inception Date: 12/31/2014 ; Extended Performance Inception Date: 06/11/2014

**Morningstar percentile rankings are based on total returns.

Expenses   as of 03/31/2025 Total Investment Expense - Gross: 1.15% Total Investment Expense - Net: 1.08% Contractual Cap Date: 12/30/2025 Total Investment Expense Gross Per $1,000 Invested: $11.50

Inv Manager or Sub-Advisor

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Principal Global Investors

Portfolio Managers

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Tiffany N. Lavastida , CFA Since 06/11/2014 M.B.A. , University of lowa

Brian W. Pattinson , CFA Since 06/11/2014 M.B.A. , University of Iowa

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