Request URL: http://rp.www.principal.com/InvestmentProfiles/risksAndRatings.faces
Investment Type: pif

Overseas Inst Fund (PINZX)







Risk and Return Statistics

  as of 08/31/2020
Relative to MSCI EAFE Value Index

Stat3 Year5 Year
Alpha 2.50 1.01
Beta 1.13 1.04
R-squared 95.97 94.10
Standard Deviation 20.00 17.02
Mean -1.91 1.62
Sharpe Ratio -0.07 0.11
Excess Return 1.49 0.83
Tracking Error 4.59 4.20
Information Ratio 0.32 0.20
Inception Date: 09/30/2008

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

Morningstar Star Rating™

  as of 08/31/2020
   What's this?

Rating# Funds
3 Year StarRating 312
5 Year StarRating 273
10 Year StarRating 179
Overall StarRating 312

Foreign Large Value

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
© 2020 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.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal Overseas Inst Fund.

Investors should carefully consider a mutual 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 principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

MSCI EAFE Value Index is a subset of the MSCI EAFE Index, which is an unmanaged index that measures the stock returns of companies in developed economies outside of North America. The MSCI EAFE Value Index consists of securities classified by MSCI as most representing the value style.

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.

The manager of the Fund, Principal Global Investors, invests between 10% and 40% of the Fund's assets in common stocks in an attempt to match or exceed the performance of the Fund's benchmark index for performance.