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Investment Type: pif

SAM Strategic Growth R5 Portfolio (PSGFX)

Quick Facts Ticker: PSGFX Inception Date: 01/16/2007 Extended Performance Inception Date: 07/25/1996 Morningstar Category: Aggressive Allocation Total Net Assets (mil): $2,195.50	Investment Strategy    What's this? The investment seeks to provide long-term capital appreciation. The Portfolios operate as funds of funds. It generally invests: between 75% and 100% of its assets in equity funds, and less than 50% in any one equity fund; less than 20% of its assets in specialty funds, and less than 20% in any one specialty fund; such funds generally offer unique combinations of traditional equity securities or use alternative investment strategies that aim to offer diversification beyond traditional equity securities and include investments in such assets as infrastructure, commodities, currencies, and natural resources companies.
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 183 Aggressive Allocation 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 % -4.06 -1.28 -1.28 6.18 6.78 14.90 8.37 8.25 SAM Strategic Growth Blended Index % -4.18 -1.52 -1.52 6.68 7.41 15.70 9.76 --- Aggressive Allocation Category % -3.94 -1.53 -1.53 4.67 4.76 14.02 7.31 --- Morningstar Percentile Rankings** --- --- --- 20 5 19 19 --- # of Funds in Category 183 183 183 183 183 167 131 ---

* Inception Date: 01/16/2007 ; Extended Performance Inception Date: 07/25/1996

**Morningstar percentile rankings are based on total returns.

Expenses   as of 03/31/2025 Total Investment Expense - Gross: 1.07% Total Investment Expense - Net: 1.07% Total Investment Expense Gross Per $1,000 Invested: $10.70

Inv Manager or Sub-Advisor

   What's this?

Principal Global Investors

Portfolio Managers

   What's this?

Todd A. Jablonski , CFA Since 01/01/2010 M.B.A. , New York University

Brody Dass , CFA Since 01/01/2022 B.A./B.S. , University of Iowa

Yesim Tokat-Acikel Since 01/03/2023 Ph.D. , University of California-Santa Barbara

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