Request URL: http://rp.www.principal.com/InvestmentProfiles/overview.faces
Investment Type: pifretail

Origin Emerging Markets Fund (A) (POEYX)






Class A | Class I

Quick Facts


POEYX
01/23/2015
Diversified Emerging Markets
$528.29

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 equity securities of emerging market companies at the time of purchase. The advisor considers a security to be tied economically to an emerging market country (an "emerging market security") if the issuer of the security has its principal place of business or principal office in an emerging market country, has its principal securities trading market in an emerging market country, or derives a majority of its revenue from emerging market countries.




Morningstar Style Box™

  as of 10/31/2018
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 11/30/2018
   What's this?

Out of 710 Diversified Emerging Markets 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 % 1.71 -10.46 -19.07 -18.05 5.82 --- --- 0.70
Including Sales Charge % -3.90 -15.41 -23.54 -22.56 3.86 --- --- -0.76
MSCI Emerging Markets NR Index % 4.12 -5.45 -12.24 -9.09 9.41 1.90 9.13 ---
Diversified Emerging Markets Category % 3.75 -5.64 -13.60 -10.52 7.16 0.98 8.73 ---
Morningstar Percentile Rankings** --- --- --- 97 72 --- --- ---
# of Funds in Category 903 888 848 848 710 521 236 ---
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 11/30/2018
Total Investment Expense - Gross: 5.67%
Total Investment Expense - Net: 1.76%
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

   What's this?
Origin Asset Management LLP



Portfolio Managers

   What's this?
Tarlock Randhawa
Since 01/23/2015
B.S. , Brunel University

Nigel Dutson
Since 01/23/2015
B.S. , Surrey University

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

John Birkhold
Since 01/23/2015
M.B.A. , University of Chicago

Grace Tolley
Since 03/24/2017
B.S. , University of Birmingham






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 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 equity market performance in the global emerging markets. It consists of 26 emerging market countries in Europe, Latin America and the Pacific Basin.

During 2015, the Class experienced a significant withdrawal of monies by an affiliate. As the remaining shareholders held relatively small positions, the total return amounts expressed herein are greater than those that would have been experienced without the withdrawal.

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.