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Investment Type: separateaccount

International SmallCap Separate Account-R6







Quick Facts


01/01/1995
Foreign Small/Mid Blend
$1,267.46

Investment Strategy

   What's this?
The investment seeks long-term growth of capital by investing primarily in stocks of non-US companies with relatively small capitalizations. It invests in securities of companies with their principal place of business or principal office outside the US; companies for which the principal securities market is outside the US; or companies, regardless of where their securities are traded, that derive 50% of their total revenue outside of the US. Under normal market conditions, it invests at least 80% in companies similar in size to companies included in the Citigroup Extended Market Index (EMI) World ex US.




Morningstar Style Box™

  as of 06/30/2015
What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 07/31/2015
What's this?

Out of 72 Foreign Small/Mid Blend 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 08/31/2015
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % -4.61 -5.05 5.75 -2.66 12.82 11.33 6.80 11.31
MSCI World Ex US Small Cap Index % --- --- --- --- --- --- --- ---
Foreign Small/Mid Blend Category % -5.17 -6.99 2.48 -5.60 10.83 9.47 5.59 ---
Morningstar Percentile Rankings** --- --- --- --- --- --- --- ---
# of Funds in Category 108 104 97 93 72 61 24 ---
01/01/1995
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 08/31/2015
Total Investment Expense - Gross: 1.46%
Total Investment Expense - Net: 1.46%
Total Investment Expense Gross Per $1,000 Invested: $14.60



Growth of $10,000

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Inv Manager or Sub-Advisor

   What's this?
Principal Global Investors

Dimensional Fund Advisors



Portfolio Managers

   What's this?
Brian W. Pattinson , CFA
Since 04/01/2001
M.B.A. , University of Iowa

Karen E. Umland , CFA
Since 11/13/2006
B.A. , Yale University

Henry F. Gray
Since 05/31/2013
M.B.A. , University of Chicago

Joseph H. Chi
Since 05/31/2013
J.D. , University of South Carolina

Jed S. Fogdall
Since 05/31/2013
M.B.A. , University of California, Los Angeles

Tiffany N. Lavastida , CFA
Since 09/30/2013
M.B.A. , University of lowa






Morningstar
2015 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.

The full name of this investment option is Principal International SmallCap Separate Account-R6.

Separate Accounts are available through a group annuity contract with Principal Life Insurance Company. Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company, a member of the Principal Financial Group, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths. Principal Life Insurance Company reserves the right to defer payments or transfers from Principal Life Separate Accounts as described in the group annuity contracts providing access to the Separate Accounts or as required by applicable law. Such deferment will be based on factors that may include situations such as: unstable or disorderly financial markets; investment conditions which do not allow for orderly investment transactions; or investment, liquidity, and other risks inherent in real estate (such as those associated with general and local economic conditions). If you elect to allocate funds to a Separate Account, you may not be able to immediately withdraw them.

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

Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 1-800-547-7754 or by visiting principal.com.

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 World Ex US Small Cap Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets. It offers an exhaustive representation of the Small Cap segment by targeting companies that are in the Investable Market Index but not in the Standard Index in a particular market.

Small-cap and mid-cap investment options are subject to more fluctuation in value and may have additional risks than other investment options with stocks of larger, more stable companies.

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.

Effective November 13, 2006, Dimensional Fund Advisors (DFA) was added as an additional sub-advisor. Performance results displayed reflect all sub-advisors managing this portfolio during the time periods displayed.