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Investment Type: pif

LargeCap Growth II R4 Fund (PPTSX)

Quick Facts

Large Growth

Investment Strategy

   What's this?
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of each purchase. It invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.

Morningstar Style Box™

  as of 08/31/2015
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Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 09/30/2015
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Out of 1519 Large Growth 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

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 09/30/2015
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Total Return % -2.33 -5.46 -3.51 2.13 10.98 12.06 6.90 2.92
Russell 1000 Growth Index % -2.47 -5.29 -1.54 3.17 13.61 14.47 8.09 ---
Large Growth Category % -3.19 -6.69 -2.94 1.36 12.52 12.64 6.96 ---
Morningstar Percentile Rankings** --- --- --- 46 77 64 51 ---
# of Funds in Category 1761 1741 1699 1689 1519 1339 929 ---
**Morningstar percentile rankings are based on total returns.


  as of 09/30/2015
Total Investment Expense - Gross: 1.26%
Total Investment Expense - Net: 1.22%
Waiver Date: 02/29/2016
Contractual Cap Date: 02/29/2016
12b-1 Fee: 0.10%
Total Investment Expense Gross Per $1,000 Invested: $12.60

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

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American Century Inv. Mgmt.

Sawgrass Asset Management

Portfolio Managers

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James W. Fennessey , CFA
Since 06/02/2009
B.S. , Truman State University

Randy L. Welch
Since 06/02/2009
M.B.A. , Drake University

© 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.

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 Princor Financial Services Corporation, 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Princor® Registered Representative are offered through Princor. Principal Funds Distributor, Princor 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 LargeCap Growth II R4 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, 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.

Russell 1000 Growth Index is a market-capitalization weighted index of those firms in the Russell 1000 with higher price-to-book ratios and higher forecasted growth values.

The manager of the Fund, Principal Management Corporation, invests between 10% and 40% of the Fund's assets in common stocks in an attempt to match or exceed the performance of the Fund's benchmark index for performance.

Effective December 30, 2014, this portfolio is sub-advised by American Century and Sawgrass Asset Management. Prior to December 30, 2014, the portfolio was sub-advised by American Century and Montag & Caldwell. The portfolio has had various sub-advisors since its inception. Performance results displayed reflect all sub-advisors managing this portfolio during the time periods displayed.