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Investment Type: pifretail

LargeCap Growth Fund I (A) (PLGAX)

Quick Facts Ticker: PLGAX Inception Date: 03/01/2013 Extended Performance Inception Date: 12/06/2000 Morningstar Category: Large Growth Total Net Assets (mil): $8,951.26	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 growth equity securities of companies with large market capitalizations. The fund also invests in equity securities of companies with medium market capitalizations. It invested significantly in industries within the information technology sectors. The fund is non-diversified.
Morningstar Style Box™   as of 04/30/2025    What's this?	Overall Morningstar Star Rating™   as of 05/31/2025    What's this? Out of 1034 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

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.

Where gross and net expense ratios differ, the investment adviser has contractually agreed to limit the investment option's expenses. Differences also may be due to the investment adviser's decision to pay (through the same dates) certain expenses that would normally be payable by 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.

Month-End | Quarter-End

Average Annual Total Returns as of 05/31/2025

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Excluding Sales Charge % 8.24 1.68 1.34 15.41 16.99 12.47 13.62 7.92 Including Sales Charge % 2.30 -3.88 -4.25 9.06 14.80 11.20 12.98 7.67 Russell 1000 Growth Index % 8.85 1.44 -0.27 17.62 19.85 17.69 16.08 --- Large Growth Category % 8.58 1.45 0.95 16.18 17.41 14.37 13.50 --- Morningstar Percentile Rankings** --- --- --- 47 59 78 52 --- # of Funds in Category 1136 1132 1127 1085 1034 952 748 ---

* Inception Date: 03/01/2013 ; Extended Performance Inception Date: 12/06/2000

**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.

Expenses   as of 05/31/2025 Total Investment Expense - Gross: 0.96% Total Investment Expense - Net: 0.94% Waiver Date: 02/28/2026 Maximum Up-front Sales Charge: 5.50% Contingent Deferred Sales Charge: 1.00% 12b-1 Fee: 0.25%

Inv Manager or Sub-Advisor

   What's this?

T. Rowe Price Associates, Inc.

Brown Advisory

Portfolio Managers

   What's this?

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

Michael Messina Since 03/31/2025

May Tong , CFA Since 03/31/2025 B.A./B.S. , Boston College

© 2025 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. Sub-advised Investment Options include Principal Funds, Inc. mutual funds. Principal Funds, Inc is distributed by Principal Funds Distributor, Inc. See the Principal Funds, Inc. prospectus for the full name of each Fund. Investment and Insurance products are: * Not insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by Credit Union or Bank * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Investing involves risk, including possible loss of principal. 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. This investment option is considered non-diversified, which means it, or the underlying mutual fund, can invest a higher percentage of its assets in fewer individual issuers than a diversified investment. As a result, changes in the value of a single investment could cause greater fluctuations, gain or loss, in the net asset value than would occur if it was more diversified. These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class. The manager of the Fund, Principal Global Investors, 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.