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 diversified mix of stocks, bonds and other securities, depending on the objective of the fund.

Because shares are distributed across a variety of investments, mutual funds may offer a more balanced risk profile than more concentrated investments, which has the potential to benefit everyone.1

How do mutual funds work?

As an individual investor, you buy shares that represent part-ownership of the mutual fund

An advisor 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 advisor to find an investment blend that takes into account your target retirement age, tolerance for risk, and your vision for retirement.

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

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

Already have a mutual fund with Principal®?

Access your account information online.

Get instant account information

Call 800-222-5852 for automated information about your mutual fund.  

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

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

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

Insurance products and plan administrative services provided through Principal Life Insurance Co. 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. Principal Life, Principal Funds Distributor, Inc., and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392.