Mutual Funds

Professionally managed investments with long-term growth potential

Give your retirement savings a potential for a boost with a variety of mutual fund options, all professionally managed and designed to grow over time.

What are mutual funds?

In a mutual fund, a pool of money (funds) from many investors is professionally invested in a diverse mix of stocks, bonds, and other securities, depending on the fund objective.

How do mutual funds work?

As an individual investor, you buy shares that represent part-ownership of the mutual fund. Because the underlying investments of the mutual fund are distributed across a variety of investment this helps reduce some of the risks associated with investing.1

A financial professional can help you evaluate your options and invest for your financial situation and risk tolerance.

Investing tailored to your goals

You can work with your financial professional or robo-advisor to find an investment blend that considers your target retirement age, tolerance for risk, and your vision for retirement.

Mix your investments by asset type or even management style, with a roster of experienced Principal® portfolio managers to help you handle the complexities.

Download a prospectus or visit our mutual funds site for more details.

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Call 800-222-5852 for information about your Principal Funds account.

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1 Mutual Funds contain fees please review the fees of any potential investment options prior to investing.

Carefully consider a fund’s objectives, risks, charges, and expenses. Contact your financial professional or visit principalfunds.com for a prospectus, or summary prospectus if available, containing this and other information. Please read it carefully before investing.

Investing involves risk, including possible loss of principal. Asset allocation and diversification do not guarantee profit or protection from loss.

This document is intended to be educational in nature and is not intended to be taken as a recommendation.