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Investment Type: pif

Origin Emerging Markets Inst Fund (POEIX)







Quick Facts


POEIX
01/23/2015
Diversified Emerging Markets
$704.84

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 emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market country (an "emerging market security") if the issuer of the security has its principal place of business or principal office in an emerging market country, has its principal securities trading market in an emerging market country, or derives a majority of its revenue from emerging market countries.




Morningstar Style Box™

  as of 04/30/2018
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 05/31/2018
   What's this?

Out of 674 Diversified Emerging Markets Funds

StarRating

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



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.



Month-End | Quarter-End
Average Annual Total Returns as of 05/31/2018
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % -0.49 -4.90 -0.49 24.79 6.92 --- --- 7.08
MSCI Emerging Markets NR Index % -3.54 -5.76 -2.61 14.03 6.17 4.52 1.62 ---
Diversified Emerging Markets Category % -3.19 -5.66 -3.07 11.74 5.33 3.51 1.56 ---
Morningstar Percentile Rankings** --- --- --- 1 29 --- --- ---
# of Funds in Category 884 875 863 819 674 486 202 ---
01/23/2015
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 05/31/2018
Total Investment Expense - Gross: 1.25%
Total Investment Expense - Net: 1.25%
Waiver Date: 12/30/2018
Contractual Cap Date: 12/30/2018
Total Investment Expense Gross Per $1,000 Invested: $12.50



Growth of $10,000

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Performance assumes reinvestment of all dividends and capital gains. Extended performance is calculated based on the historical performance of the investment option's oldest share class, adjusted for the fees and expenses of the share class shown. Periods of less than one year are not annualized.



Inv Manager or Sub-Advisor

   What's this?
Origin Asset Management LLP



Portfolio Managers

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Tarlock Randhawa
Since 01/23/2015
B.S. , Brunel University

Nigel Dutson
Since 01/23/2015
B.S. , Surrey University

Chris Carter
Since 01/23/2015
M.A. , University of Cambridge

John Birkhold
Since 01/23/2015
M.B.A. , University of Chicago

Grace Tolley
Since 03/24/2017
B.S. , University of Birmingham






Morningstar
© 2018 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Returns shown for periods of less than one year are not annualized.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal Origin Emerging Markets Inst Fund.

Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions.  The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account.  Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

MSCI Emerging Markets NR Index measures equity market performance in the global emerging markets. It consists of 26 emerging market countries in Europe, Latin America and the Pacific Basin.

International and global investment options are subject to additional risk due to fluctuating exchange rates, foreign accounting and financial policies, and other economic and political environments.

Principal Funds Class P shares automatically converted to Institutional Class shares effective close of business June 23, 2017.