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Investment Type: pif

Global Diversified Income Inst Fund (PGDIX)







Quick Facts


PGDIX
12/15/2008
Conservative Allocation
$11,410.82

Investment Strategy

   What's this?
The investment seeks income. The fund generally invests a majority of its assets in fixed income securities, such as high yield bonds (also known as "junk" bonds), preferred securities, commercial mortgage-backed securities, and emerging market debt securities, in an effort to provide incremental yields over a portfolio of government securities. In addition, it invests in equity securities to provide incremental dividend yields and diversify fixed-income related risks in the fund.




Morningstar Style Box™

  as of 07/31/2015
What's this?
Investment Style
Stylebox Market Capitalization
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 08/31/2015
What's this?

Out of 692 Conservative Allocation 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 % -2.24 -3.64 -0.57 -3.18 5.26 7.73 --- 12.71
Global Diversified Income Blended Index % --- --- --- --- --- --- --- ---
Conservative Allocation Category % -2.68 -3.88 -1.82 -3.04 4.21 5.98 4.36 ---
Morningstar Percentile Rankings** --- --- --- 70 31 13 --- ---
# of Funds in Category 883 874 851 812 692 556 308 ---
12/15/2008
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 08/31/2015
Total Investment Expense - Gross: 0.87%
Total Investment Expense - Net: 0.87%
Total Investment Expense Gross Per $1,000 Invested: $8.70



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?
Principal Global Investors

Principal Real Estate Inv

Spectrum

Guggenheim Investment Mgmt

Tortoise Capital Advisors, LLC

W.H. Reaves and Co., Inc

Stone Harbor

DDJ Capital Management, LLC

Post Advisory Group

First State Investments

Logan Circle Partners, L.P.



Portfolio Managers

   What's this?
Kelly A. Grossman
Since 03/01/2010
B.A. , University of Northern Iowa

James W. Fennessey , CFA
Since 03/07/2014
B.S. , Truman State University

Benjamin E. Rotenberg , CFA
Since 03/07/2014
B.A. , Pomona College

Marcus W. Dummer
Since 03/07/2014
M.B.A. , University of Utah

Jessica S. Bush , CFA
Since 03/07/2014
B.A. , University of Michigan

Jake S. Anonson , CFA
Since 03/07/2014
M.B.A. , Iowa State University






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.

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 Global Diversified Income 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.

Global Diversified Income Blended Index is composed of 40% Barclays Global Credit Index, 30% Barclays Global High Yield Index, and 30% MSCI ACWI Value Index.

Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Lower-rated securities are subject to additional credit and default risks. Risks associated with preferred securities differ from risks inherent with other investments. In particular, in the event of bankruptcy, a company's preferred securities are senior to common stock but subordinated to all other types of corporate debt. International investing involves increased risks due to currency fluctuations, political or social instability, and differences in accounting standards, these risks are magnified in emerging markets. REIT securities are subject to risk factors associated with the real estate industry and tax factors of REIT registration.

The risks associated with derivative investments include that the underlying security, interest rate, market index, or other financial asset will not move in the direction the Investment Adviser and/or Sub-Advisor anticipated, the possibility that there may be no liquid secondary market, the risk that adverse price movements in an instrument can result in a loss substantially greater than a fund's initial investment, the possibility that the counterparty may fail to perform its obligations; and the inability to close out certain hedged positions to avoid adverse tax consequences.