Mutual Funds

Principal Funds

Exchange Hours Website
9:30 - 15:59 ET www.principal.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
PFI CORE PLUS BOND FUND (R5) PBMPX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI CORE PLUS BOND FUND (R4) PBMSX USD 0 USD 100,000,000,000,000 Bond Load Other CLASS R4 No
PFI BOND MARKET INDEX (R5) PBIQX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI BOND MARKET INDEX (R4) PBIPX USD 0 USD 100,000,000,000,000 Bond Load Other CLASS R4 No
PFI DIVERSIFIED INTERNATIONAL (R5) PINPX USD 0 USD 100,000,000,000,000 Stock No Load CLASS R5 Yes
PFI DIVERSIFIED INTERNATIONAL (R4) PINLX USD 0 USD 100,000,000,000,000 Stock Load Other CLASS R4 No
PFI EQUITY INCOME (R5) PEIQX USD 0 USD 100,000,000,000,000 Stock No Load CLASS R5 Yes
PFI EQUITY INCOME (R4) PEIPX USD 0 USD 100,000,000,000,000 Stock Load Other CLASS R4 No
PFI DIVERSIFIED INCOME (I) PGDIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI GOVERNMENT & HIGH QUALITY BOND (R5) PMREX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI GOVERNMENT & HIGH QUALITY BOND (R4) PMRDX USD 0 USD 100,000,000,000,000 Bond Load Other CLASS R4 No
PFI HIGH YIELD (I) PHYTX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI HIGH INCOME (I) PYHIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
CORE FIXED INCOME (R4) PIOPX USD 0 USD 100,000,000,000,000 Bond Load Other CLASS R4 No
CORE FIXED INCOME (R5) PIOQX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI INFLATION PROTECTION (R5) PBPPX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI INFLATION PROTECTION (R4) PIFSX USD 0 USD 100,000,000,000,000 Bond Load Other CLASS R4 No
PFI GLOBAL EMERGING MARKETS (R4) PESSX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R4 No
PFI GLOBAL EMERGING MARKETS (R5) PEPSX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI INTERNATIONAL EQUITY INDEX (R4) PIIPX USD 0 USD 100,000,000,000,000 Stock Load Other CLASS R4 No
PFI INTERNATIONAL EQUITY INDEX (R5) PIIQX USD 0 USD 100,000,000,000,000 Stock No Load CLASS R5 Yes
PFI INTERNATIONAL I (R5) PTPPX USD 0 USD 100,000,000,000,000 Stock No Load CLASS R5 Yes
PFI INTERNATIONAL I (R4) PUPPX USD 0 USD 100,000,000,000,000 Stock Load Other CLASS R4 No
PFI LARGECAP GROWTH I (R4) PPUSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI LARGECAP GROWTH I (R5) PPUPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI LARGECAP S&P 500 INDEX (R5) PLFPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI LARGECAP S&P 500 INDEX (R4) PLFSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI LARGECAP VALUE III (R4) PPSSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI LARGECAP VALUE III (R5) PPSRX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI MIDCAP (R5) PMBPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI MIDCAP (I) PCBIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP (R4) PMBSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI MIDCAP GROWTH (R5) PHPPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI MIDCAP GROWTH (R4) PIPPX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI MIDCAP GROWTH III (R5) PPQPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI MIDCAP GROWTH III (R4) PPQSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI MIDCAP VALUE I (R5) PABVX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI MIDCAP VALUE I (R4) PABWX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
SPECTRUM PREF AND CAP SEC INC (R4) PQARX USD 0 USD 100,000,000,000,000 Stock Load Other CLASS R4 No
SPECTRUM PREF AND CAP SEC INC (R5) PPARX USD 0 USD 100,000,000,000,000 Stock No Load CLASS R5 Yes
SPECTRUM PREF AND CAP SEC INC (I) PPSIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL CAPITAL APPRECIATION (R4) PCAPX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL CAPITAL APPRECIATION (R5) PCAQX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2010 (R4) PTASX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2010 (R5) PTAPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2015 (R4) LTSLX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2020 (R4) PTBSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2020 (R5) PTBPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2025 (R4) LTEEX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2025 (R5) LTPDX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2030 (R5) PTCPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2030 (R4) PTCSX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R4 No
PFI PRINCIPAL LIFETIME 2035 (R4) LTSEX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2035 (R5) LTPEX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2040 (R4) PTDSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2040 (R5) PTDPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2045 (R4) LTRLX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2045 (R5) LTRDX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2050 (R4) PTESX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2050 (R5) PTEFX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2055 (R4) LTFLX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2055 (R5) LTFPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME STR INCOME (R4) PLSSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME STR INCOME (R5) PLSPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI REAL ESTATE SECURITIES (I) PIREX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI REAL ESTATE SECURITIES (R5) PREPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI REAL ESTATE SECURITIES (R4) PRETX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SAM BALANCED PORTFOLIO (R5) PSBFX USD 0 USD 100,000,000,000,000 Balanced No Load CLASS R5 Yes
PFI SAM BALANCED PORTFOLIO (R4) PSBLX USD 0 USD 100,000,000,000,000 Balanced Load Other CLASS R4 No
PFI SAM CONSERVATIVE BALANCED PORT (R5) PCBFX USD 0 USD 100,000,000,000,000 Balanced No Load CLASS R5 Yes
PFI SAM CONSERVATIVE BALANCED PORT (R4) PCBLX USD 0 USD 100,000,000,000,000 Balanced Load Other CLASS R4 No
PFI SAM CONSERVATIVE GROWTH PORT (R5) PCWPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI SAM CONSERVATIVE GROWTH PORT (R4) PCWSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SAM FLEXIBLE INCOME PORTFOLIO (R5) PFIFX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI SAM FLEXIBLE INCOME PORTFOLIO (R4) PFILX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SAM STRATEGIC GROWTH PORTFOLIO (R5) PSGFX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI SAM STRATEGIC GROWTH PORTFOLIO (R4) PSGLX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SHORT-TERM INCOME (R4) PSIPX USD 0 USD 100,000,000,000,000 Bond Load Other CLASS R4 No
PFI SHORT-TERM INCOME (R5) PSIQX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI SMALLCAP (R5) PSBPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI SMALLCAP (R4) PSBSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SMALLCAP VALUE II (R4) PSTWX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SMALLCAP VALUE II (R5) PLARX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI EQUITY INCOME FUND (A) PQIAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PFI GOVERNMENT & HIGH QUALITY BOND (A) CMPGX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI TAX-EXEMPT BOND (A) PTEAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI CORE FIXED INCOME FUND (A) CMPIX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI PRINCIPAL CAPITAL APPRECIATION (A) CMNWX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI CALIFORNIA MUNICIPAL (A) SRCMX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI SHORT-TERM INCOME FUND (A) SRHQX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI SAM CONSERVATIVE BALANCED PORT (A) SAIPX USD 1,000 USD 0 Balanced Front-End Load CLASS A No
PFI SAM FLEXIBLE INCOME PORTFOLIO (A) SAUPX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI SAM BALANCED PORTFOLIO FUND (A) SABPX USD 1,000 USD 0 Balanced Front-End Load CLASS A No
PFI SAM CONSERVATIVE GROWTH PORT (A) SAGPX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI SAM STRATEGIC GROWTH PORTFOLIO (A) SACAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI HIGH YIELD FUND (A) CPHYX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI SMALLCAP GROWTH I (I) PGRTX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP VALUE III (I) PLVIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP GROWTH I (I) PLGIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI CORE PLUS BOND FUND (I) PMSIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL EMERGING MARKETS (I) PIEIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI DIVERSIFIED INTERNATIONAL (I) PIIIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP S&P 500 INDEX (I) PLFIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP S&P 400 INDEX (I) MPSIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP GROWTH (I) PGWIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP GROWTH III (I) PPIMX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI SMALLCAP S&P 600 INDEX (I) PSSIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI SMALLCAP (I) PSLIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2010 (I) PTTIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2020 (I) PLWIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2030 (I) PMTIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2040 (I) PTDIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2050 (I) PPLIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME STR INCOME (I) PLSIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP VALUE I (I) PVMIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL I (I) PINIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI LARGECAP S&P 500 INDEX FUND (A) PLSAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME 2010 FUND (A) PENAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI LIFETIME 2020 FUND (A) PTBAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI LIFETIME 2030 FUND (A) PTCAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME 2040 FUND (A) PTDAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME 2050 FUND (A) PPEAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI PRINCIPAL LIFETIME STR INCOME (A) PALTX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI MIDCAP FUND (A) PEMGX USD 1,000 USD 0 N/A Front-End Load CLASS A No
SPECTRUM PREF AND CAP SEC INC (A) PPSAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PFI SMALLCAP FUND (A) PLLAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI REAL ESTATE SECURITIES FUND (A) PRRAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI SMALLCAP VALUE II (I) PPVIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI CORE PLUS BOND FUND (A) PRBDX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI DIVERSIFIED INTERNATIONAL FUND (A) PRWLX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PFI GLOBAL EMERGING MARKETS (A) PRIAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI SAM CONSERVATIVE BALANCED PORT (I) PCCIX USD 0 USD 0 Balanced No Load INSTITUTIONAL CLASS Yes
PFI SAM CONSERVATIVE GROWTH PORT (I) PCWIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI SAM FLEXIBLE INCOME PORTFOLIO (I) PIFIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI SAM BALANCED PORTFOLIO (I) PSBIX USD 0 USD 0 Balanced No Load INSTITUTIONAL CLASS Yes
PFI SAM STRATEGIC GROWTH PORTFOLIO (I) PSWIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI OVERSEAS FUND (I) PINZX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL REAL ESTATE SECURITIES (A) POSAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI DIVERSIFIED REAL ASSET FUND (A) PRDAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI DIVERSIFIED REAL ASSET (I) PDRDX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI DIVERSIFIED INCOME FUND (A) PGBAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI BOND MARKET INDEX (I) PNIIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL EQUITY INDEX (I) PIDIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI SMALL-MIDCAP DIVIDEND INCOME (A) PMDAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PFI OPPORTUNISTIC MUNICIPAL (A) PMOAX USD 1,000 USD 0 Bond Front-End Load CLASS A No
PFI LARGECAP GROWTH FUND I (A) PLGAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI BLUE CHIP (A) PBLAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI SHORT-TERM INCOME (I) PSHIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
CORE FIXED INCOME (I) PIOIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL CAPITAL APPRECIATION (I) PWCIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI EQUITY INCOME (I) PEIIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI GOVERNMENT & HIGH QUALITY BOND (I) PMRIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI MIDCAP GROWTH (R3) PFPPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R3 No
PFI MIDCAP S&P 400 INDEX (R5) PMFPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI MIDCAP S&P 400 INDEX (R4) PMFSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SMALLCAP S&P 600 INDEX (R5) PSSPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI SMALLCAP S&P 600 INDEX (R4) PSSSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI SMALLCAP GROWTH I (R5) PPNPX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI SMALLCAP GROWTH I (R4) PPNSX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI TAX-EXEMPT BOND (C) PTBCX USD 1,000 USD 100,000,000,000,000 Bond Level Load CLASS C No
PFI SHORT-TERM INCOME (C) STCCX USD 1,000 USD 100,000,000,000,000 Bond Level Load CLASS C No
CORE FIXED INCOME (C) CNMCX USD 1,000 USD 100,000,000,000,000 Bond Level Load CLASS C No
PFI HIGH YIELD FUND (C) CCHIX USD 1,000 USD 100,000,000,000,000 Bond Level Load CLASS C No
PFI CAPITAL APPRECIATION (C) CMNCX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI EQUITY INCOME FUND (C) PEUCX USD 1,000 USD 100,000,000,000,000 Stock Level Load CLASS C No
PFI CALIFORNIA MUNICIPAL (C) SRCCX USD 1,000 USD 100,000,000,000,000 Bond Level Load CLASS C No
PFI SAM STRATEGIC GROWTH PORTFOLIO (C) SWHCX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI SAM FLEXIBLE INCOME PORTFOLIO (C) SCUPX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI SAM CONSERVATIVE BALANCED PORT (C) SCIPX USD 1,000 USD 100,000,000,000,000 Balanced Level Load CLASS C No
PFI SAM CONSERVATIVE GROWTH PORT (C) SCGPX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI SAM BALANCED PORTFOLIO FUND (C) SCBPX USD 1,000 USD 100,000,000,000,000 Balanced Level Load CLASS C No
PFI INFLATION PROTECTION (I) PIPIX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI REAL ESTATE SECURITIES FUND (C) PRCEX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI SMALLCAP FUND (C) PSMCX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI MIDCAP FUND (C) PMBCX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI LARGECAP S&P 500 INDEX FUND (C) PLICX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
SPECTRUM PREF AND CAP SEC INC (C) PRFCX USD 1,000 USD 100,000,000,000,000 Stock Level Load CLASS C No
PFI PRINCIPAL LIFETIME 2015 (I) LTINX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2015 (R5) LTPFX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI PRINCIPAL LIFETIME 2025 (I) LTSTX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2035 (I) LTIUX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2045 (I) LTRIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2055 (I) LTFIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI GLOBAL REAL ESTATE SECURITIES (I) POSIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI DIVERSIFIED INCOME FUND (C) PGDCX USD 1,000 USD 100,000,000,000,000 Bond Level Load CLASS C No
PFI SMALL-MIDCAP DIVIDEND INCOME (I) PMDIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI SMALL-MIDCAP DIVIDEND INCOME (C) PMDDX USD 1,000 USD 100,000,000,000,000 Stock Level Load CLASS C No
PFI BLUE CHIP (I) PBCKX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI OVERSEAS FUND (R4) PINUX USD 0 USD 100,000,000,000,000 Stock Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2060 (I) PLTZX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINCIPAL LIFETIME 2060 (R4) PLTMX USD 0 USD 100,000,000,000,000 N/A Load Other CLASS R4 No
PFI PRINCIPAL LIFETIME 2060 (R5) PLTOX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI BLUE CHIP (C) PBLCX USD 1,000 USD 100,000,000,000,000 N/A Level Load CLASS C No
PFI GLOBAL MULTI-STRAGEGY FUND (A) PMSAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
PFI GLOBAL MULTI-STRATEGY FUND (I) PSMIX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID INC FUND (I) PHTFX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2015 FUND (I) PHTMX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2020 FUND (I) PHTTX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2025 FUND (I) PHTQX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2035 FUND (I) PHTJX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2040 FUND (I) PLTQX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2030 FUND (I) PHTNX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2055 FUND (I) PLTNX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2060 FUND (I) PLTHX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2045 FUND (I) PHTYX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI PRINC LIFETIME HYBRID 2050 FUND (I) PHTUX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI INTERNATIONAL SMALL COMPANY FUND (I) PISMX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI ORIGIN EMERGING MARKETS (I) POEIX USD 0 USD 0 Stock No Load INSTITUTIONAL CLASS Yes
PFI ORIGIN EMERGING MARKETS FUND (A) POEYX USD 1,000 USD 0 Stock Front-End Load CLASS A No
PFI GLOBAL REAL SECURITIES (R5) PGRUX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes
PFI DIVERSIFIED REAL ASSET FUND (R5) PGDTX USD 0 USD 100,000,000,000,000 Bond No Load CLASS R5 Yes
PFI EDGE-MIDCAP FUND (I) PEDGX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PFI CALIFORNIA MUNICIPAL (I) PCMFX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI TAX-EXEMPT BOND FUND (I) PITEX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PFI OPPORTUNISTIC MUNICIPAL FUND (I) POMFX USD 0 USD 0 Bond No Load INSTITUTIONAL CLASS Yes
PRINCIPAL FIN EMERG MKT TOT RET BD (I) PFUMX USD 0 USD 0 N/A No Load INSTITUTIONAL CLASS Yes
PRINCIPAL LIFETIME 2065 (R5) PLJEX USD 0 USD 100,000,000,000,000 N/A No Load CLASS R5 Yes

Notes:

  1. Advisor minimums may be lower.