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Investment Type: pif

Edge MidCap Inst Fund (PEDGX)

Quick Facts Ticker: PEDGX Inception Date: 09/28/2015 Morningstar Category: Mid Cap Blend Total Net Assets (mil): $56.49	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 companies with medium market capitalizations. It invests in real estate investment trust securities. The fund invests in equity securities with value and/or growth characteristics and constructs an investment portfolio that has a "blend" of equity securities with these characteristics.
Morningstar Style Box™   as of 03/31/2025    What's this?	Overall Morningstar Star Rating™   as of 04/30/2025    What's this? Out of 378 Mid Cap Blend 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.

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.

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options and contract[PB1] riders may not be available in all states or U.S. commonwealths.

Month-End | Quarter-End

Average Annual Total Returns as of 04/30/2025

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Total Return % -3.06 -8.38 -5.50 2.75 5.26 10.37 --- 9.66 Russell Midcap Index % -1.03 -8.30 -4.40 7.33 7.08 12.96 8.81 --- Mid Cap Blend Category % -1.66 -9.83 -6.16 4.14 6.41 12.78 7.91 --- Morningstar Percentile Rankings** --- --- --- 57 73 87 --- --- # of Funds in Category 439 438 436 408 378 351 243 ---

* Inception Date: 09/28/2015

**Morningstar percentile rankings are based on total returns.

Expenses   as of 04/30/2025 Total Investment Expense - Gross: 0.86% Total Investment Expense - Net: 0.77% Contractual Cap Date: 12/30/2025 Total Investment Expense Gross Per $1,000 Invested: $8.60

Inv Manager or Sub-Advisor

   What's this?

Principal Global Investors

Portfolio Managers

   What's this?

Theodore Jayne , CFA Since 09/28/2015 B.A. , Harvard University

Daniel R. Coleman Since 09/28/2015 M.B.A. , New York University

Lauren Choi Since 03/31/2021 B.S. , Johns Hopkins University

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