Request URL: https://www.principal.com/InvestmentProfiles/overview.faces
Investment Type: pif

Diversified International R3 Fund (PINRX)







Quick Facts


PINRX
12/06/2000
Foreign Large Blend
$1,075.92

Investment Strategy

   What's this?
The investment seeks long-term growth of capital. The fund invests primarily in foreign equity securities. It has no limitation on the percentage of assets that are invested in any one country or denominated in any one currency, but the fund typically invests in foreign securities of at least 20 countries. The fund invests in equity securities regardless of market capitalization size (small, medium or large) and style (growth or value).




Morningstar Style Box™

  as of 03/31/2025
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 04/30/2025
   What's this?

Out of 657 Foreign Large Blend 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



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 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 2.63 5.63 10.57 9.85 8.58 10.28 4.91 4.51
MSCI ACWI Ex USA Index % 3.61 4.81 9.03 11.93 8.03 10.09 4.83 ---
Foreign Large Blend Category % 3.45 5.62 10.18 12.69 9.14 10.67 5.14 ---
Morningstar Percentile Rankings** --- --- --- 84 60 65 66 ---
# of Funds in Category 710 709 708 694 657 620 435 ---
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 04/30/2025
Total Investment Expense - Gross: 1.32%
Total Investment Expense - Net: 1.32%
12b-1 Fee: 0.25%



Inv Manager or Sub-Advisor

   What's this?
Principal Global Investors



Portfolio Managers

   What's this?
Paul H. Blankenhagen , CFA
Since 12/22/2003
M.B.A. , Drake University

George Maris , CFA
Since 09/05/2023
J.D. , University of Illinois

Matthew Peron
Since 03/31/2025
M.B.A. , University of Chicago






Morningstar
© 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

Principal® charges the investment provider an annual Principal® Platform Connectivity Program (Program) fee of $1,000 for those investment option(s) with this designation. This Program fee helps to pay for a number of expenses incurred in connection with maintaining and adding investments to its platform, including but not limited to, expenses for IT systems, IT employees and required legal and compliance services. The investment provider will pay the Program fee for these investment options.

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.

Several investment companies have decided to impose redemption fees and/or transfer restrictions on certain plan and/or participant transactions. One or more of the investment options in your employer's retirement plan may be impacted. For more information, log into your account and visit us at at principal.com.

As a Featured Partner Investment Option, this fund may qualify a plan for discounted recordkeeping fees if a plan sponsor chooses to use it in a RetireView® model. The investment option is deemed by an independent 3(21) fiduciary as appropriate for use in a retirement plan through their proprietary screening process. The investment manager for this investment option is not paying an annual fee to Principal Life Insurance Company® to be included as a Featured Partner Investment Option.

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.

These results are for the investment options selected by your plan, and may be different from the results for other plans.

Past performance is not a guarantee of future results. Principal values and investment returns will fluctuate so that values upon redemption may be worth more or less than original costs. Total returns illustrated are net of investment expenses and management fees.