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Investment Type: pifretail

Origin Emerging Markets Fund (A) (POEYX)






Class A | Class I

Risk and Return Statistics

  as of 11/30/2019
Relative to MSCI Emerging Markets NR Index

Stat3 Year5 Year
Alpha 0.20 -
Beta 1.06 -
R-squared 85.26 -
Standard Deviation 15.95 -
Mean 9.44 -
Sharpe Ratio 0.54 -
Excess Return 0.43 -
Tracking Error 6.21 -
Information Ratio 0.07 -
Inception Date: 01/23/2015

Risk and return statistical data is calculated by Morningstar, Inc. Excess Return is calculated by Principal Life Insurance Company.

Morningstar Star Rating™

  as of 11/30/2019
   What's this?

Rating# Funds
3 Year StarRating 706
Overall StarRating 706

Diversified Emerging Markets

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.


Alpha- The difference between an investment's actual returns and its expected performance, given its level of risk (as measured by beta).

Beta- An investment's sensitivity to market movements.

R-Squared- Ranges from 0 to 100 and reveals how closely an investment's returns track those of a benchmark index.

Standard Deviation- Measures how much an investment's returns are likely to fluctuate.

Mean- Represents the annualized total return for a fund over 3 years.

Sharpe Ratio- Measures how an investment balances risks and rewards. The higher the Sharpe ratio, the better the investment's historical risk-adjusted performance.

Excess Return- The difference between an investment option's return and the return of an external standard such as a passive index.

Tracking Error- Also known as "excess risk", is defined as the standard deviation or volatility of excess returns.

Information Ratio- A risk-adjusted measure commonly used to evaluate an active manager's involvement skill. It's defined as the manager's excess return divided by the variability or standard deviation of the excess return.




Morningstar
2019 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.

Past performance is no guarantee of future results. Investment options are subject to investment risk. Shares or unit values will fluctuate and investments, when redeemed, may be worth more or less than their original cost.

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.