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Investment Type: pifretail

Global Opportunities Fund (A) (PGLAX)






Class A | Class C | Class I

Quick Facts


PGLAX
09/30/2013

12/28/2012
World Large Stock
$20.14

Investment Strategy

   What's this?
The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests in equity securities of issuers located throughout the world, including the U.S., invests at least 30% of its net assets in foreign and emerging market securities, and holds investments tied economically to at least ten countries. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.




Morningstar Style Box™

  as of 09/30/2018
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 11/30/2018
   What's this?

Out of 732 World Large Stock 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.

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.


Month-End | Quarter-End
Average Annual Total Returns as of 11/30/2018
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Excluding Sales Charge % 0.98 -4.33 -1.28 -0.15 5.85 5.03 --- 7.70
Including Sales Charge % -4.56 -9.58 -6.72 -5.63 3.86 3.85 --- 6.68
MSCI All Country World Index % 1.46 -5.73 -2.55 -0.98 8.57 6.16 10.65 ---
World Large Stock Category % 1.57 -6.16 -2.70 -1.48 7.63 5.68 10.64 ---
Morningstar Percentile Rankings** --- --- --- 36 81 65 --- ---
# of Funds in Category 950 942 906 885 732 610 362 ---
09/30/201312/28/2012
**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 11/30/2018
Total Investment Expense - Gross: 1.98%
Total Investment Expense - Net: 1.50%
Waiver Date: 12/30/2019
Contractual Cap Date: 12/30/2019
Maximum Up-front Sales Charge: 5.50%
Contingent Deferred Sales Charge: 1.00%
12b-1 Fee: 0.25%



Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Managers

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Christopher Ibach , CFA
Since 12/28/2012
M.B.A. , University of Iowa

Mustafa Sagun , CFA
Since 12/28/2012
Ph.D. , University of South Florida






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.

The full name of this investment option is Principal Global Opportunities Fund (A).

Investors should carefully consider a 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 principalfunds.com, or calling 800-222-5852. Read the prospectus carefully before investing.

Principal Funds are distributed by Principal Funds Distributor, Inc.

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

MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets.

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.

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 30, 2018, class C shares will be closed to new investors. Effective January 11, 2019, class C shares will be converted to the respective class A shares.