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Investment Type: pifretail

Origin Emerging Markets Fund (A) (POEYX)






Class A | Class I

Quick Facts


POEYX
01/23/2015
Diversified Emerging Mkts
$2,663.49

Investment Strategy

   What's this?
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market if one or more of the following criteria is present: (i) the issuer or guarantor of the security has its principal place of business or principal office in an emerging market; (ii) the principal trading market for the security is in an emerging market; (iii) the issuer or guarantor of the security derives a majority of its revenue from emerging markets.




Morningstar Style Box™

  as of 02/29/2024
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 03/31/2024
   What's this?

Out of 721 Diversified Emerging Mkts 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 03/31/2024
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Excluding Sales Charge % 0.88 5.11 5.11 8.17 -8.66 0.98 --- 1.58
Including Sales Charge % -4.63 -0.68 -0.68 2.26 -10.38 -0.15 --- 0.96
MSCI Emerging Markets NR Index % 2.48 2.37 2.37 8.15 -5.05 2.22 2.95 ---
Diversified Emerging Mkts Category % 2.01 2.70 2.70 10.31 -3.83 3.23 2.96 ---
Morningstar Percentile Rankings** --- --- --- 59 85 83 --- ---
# of Funds in Category 836 835 835 817 721 657 425 ---
01/23/2015
**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 03/31/2024
Total Investment Expense - Gross: 2.03%
Total Investment Expense - Net: 1.45%
Contractual Cap Date: 12/30/2024
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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Origin Asset Management LLP



Portfolio Managers

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Tarlock Randhawa
Since 01/23/2015
B.S. , Brunel University

Chris Carter
Since 01/23/2015
M.A. , University of Cambridge

Nerys Weir
Since 06/01/2021
B.A. , Leicester University






Morningstar
© 2024 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 Origin Emerging Markets 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 Emerging Markets NR Index measures the performance of the large and mid cap segments of emerging market equity securities. It is free float-adjusted market-capitalization weighted.

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.