| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.principal.com |
| Fund | Symbol | Investment Type |
Large Notify |
Initial Investment Minimum 1 |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| PFI CORE PLUS BOND FUND (R5) | PBMPX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI CORE PLUS BOND FUND (R4) | PBMSX | Bond | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI BOND MARKET INDEX (R5) | PBIQX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI BOND MARKET INDEX (R4) | PBIPX | Bond | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI DIVERSIFIED INTERNATIONAL (R5) | PINPX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI DIVERSIFIED INTERNATIONAL (R4) | PINLX | Stock | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI EQUITY INCOME (R5) | PEIQX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI EQUITY INCOME (R4) | PEIPX | Stock | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI DIVERSIFIED INCOME (I) | PGDIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI GOVERNMENT & HIGH QUALITY BOND (R5) | PMREX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI GOVERNMENT & HIGH QUALITY BOND (R4) | PMRDX | Bond | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI HIGH YIELD (I) | PHYTX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI HIGH INCOME (I) | PYHIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| CORE FIXED INCOME (R4) | PIOPX | Bond | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| CORE FIXED INCOME (R5) | PIOQX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI INFLATION PROTECTION (R5) | PBPPX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI INFLATION PROTECTION (R4) | PIFSX | Bond | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI GLOBAL EMERGING MARKETS (R4) | PESSX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R4 | No |
| PFI GLOBAL EMERGING MARKETS (R5) | PEPSX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI INTERNATIONAL EQUITY INDEX (R4) | PIIPX | Stock | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI INTERNATIONAL EQUITY INDEX (R5) | PIIQX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI INTERNATIONAL I (R5) | PTPPX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI INTERNATIONAL I (R4) | PUPPX | Stock | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI LARGECAP GROWTH I (R4) | PPUSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI LARGECAP GROWTH I (R5) | PPUPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI LARGECAP S&P 500 INDEX (R5) | PLFPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI LARGECAP S&P 500 INDEX (R4) | PLFSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI LARGECAP VALUE III (R4) | PPSSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI LARGECAP VALUE III (R5) | PPSRX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI MIDCAP (R5) | PMBPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI MIDCAP (I) | PCBIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI MIDCAP (R4) | PMBSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI MIDCAP GROWTH (R5) | PHPPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI MIDCAP GROWTH (R4) | PIPPX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI MIDCAP GROWTH III (R5) | PPQPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI MIDCAP GROWTH III (R4) | PPQSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI MIDCAP VALUE I (R5) | PABVX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI MIDCAP VALUE I (R4) | PABWX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI MONEY MARKET FUND (A) | PCSXX | Money Market | USD 1,000,000 | USD 10,000 | No Load | CLASS A | Yes |
| SPECTRUM PREF AND CAP SEC INC (R4) | PQARX | Stock | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| SPECTRUM PREF AND CAP SEC INC (R5) | PPARX | Stock | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| SPECTRUM PREF AND CAP SEC INC (I) | PPSIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL CAPITAL APPRECIATION (R4) | PCAPX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL CAPITAL APPRECIATION (R5) | PCAQX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2015 (R4) | LTSLX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2020 (R4) | PTBSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2020 (R5) | PTBPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2025 (R4) | LTEEX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2025 (R5) | LTPDX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2030 (R5) | PTCPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2030 (R4) | PTCSX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2035 (R4) | LTSEX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2035 (R5) | LTPEX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2040 (R4) | PTDSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2040 (R5) | PTDPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2045 (R4) | LTRLX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2045 (R5) | LTRDX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2050 (R4) | PTESX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2050 (R5) | PTEFX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2055 (R4) | LTFLX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2055 (R5) | LTFPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME STR INCOME (R4) | PLSSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME STR INCOME (R5) | PLSPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI REAL ESTATE SECURITIES (I) | PIREX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI REAL ESTATE SECURITIES (R5) | PREPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI REAL ESTATE SECURITIES (R4) | PRETX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SAM BALANCED PORTFOLIO (R5) | PSBFX | Balanced | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SAM BALANCED PORTFOLIO (R4) | PSBLX | Balanced | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SAM CONSERVATIVE BALANCED PORT (R5) | PCBFX | Balanced | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SAM CONSERVATIVE BALANCED PORT (R4) | PCBLX | Balanced | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SAM CONSERVATIVE GROWTH PORT (R5) | PCWPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SAM CONSERVATIVE GROWTH PORT (R4) | PCWSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SAM FLEXIBLE INCOME PORTFOLIO (R5) | PFIFX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SAM FLEXIBLE INCOME PORTFOLIO (R4) | PFILX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SAM STRATEGIC GROWTH PORTFOLIO (R5) | PSGFX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SAM STRATEGIC GROWTH PORTFOLIO (R4) | PSGLX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SHORT-TERM INCOME (R4) | PSIPX | Bond | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SHORT-TERM INCOME (R5) | PSIQX | Bond | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SMALLCAP (R5) | PSBPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SMALLCAP (R4) | PSBSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SMALLCAP VALUE II (R4) | PSTWX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SMALLCAP VALUE II (R5) | PLARX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI EQUITY INCOME FUND (A) | PQIAX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI GOVERNMENT & HIGH QUALITY BOND (A) | CMPGX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI TAX-EXEMPT BOND (A) | PTEAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI CORE FIXED INCOME FUND (A) | CMPIX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI PRINCIPAL CAPITAL APPRECIATION (A) | CMNWX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI CALIFORNIA MUNICIPAL (A) | SRCMX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SHORT-TERM INCOME FUND (A) | SRHQX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SAM CONSERVATIVE BALANCED PORT (A) | SAIPX | Balanced | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SAM FLEXIBLE INCOME PORTFOLIO (A) | SAUPX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SAM BALANCED PORTFOLIO FUND (A) | SABPX | Balanced | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SAM CONSERVATIVE GROWTH PORT (A) | SAGPX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SAM STRATEGIC GROWTH PORTFOLIO (A) | SACAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI HIGH YIELD FUND (A) | CPHYX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SMALLCAP GROWTH I (I) | PGRTX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI LARGECAP VALUE III (I) | PLVIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI LARGECAP GROWTH I (I) | PLGIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI CORE PLUS BOND FUND (I) | PMSIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI GLOBAL EMERGING MARKETS (I) | PIEIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI DIVERSIFIED INTERNATIONAL (I) | PIIIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI LARGECAP S&P 500 INDEX (I) | PLFIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI MIDCAP S&P 400 INDEX (I) | MPSIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI MIDCAP GROWTH (I) | PGWIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI MIDCAP GROWTH III (I) | PPIMX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SMALLCAP S&P 600 INDEX (I) | PSSIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SMALLCAP (I) | PSLIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2020 (I) | PLWIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2030 (I) | PMTIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2040 (I) | PTDIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2050 (I) | PPLIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME STR INCOME (I) | PLSIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI MIDCAP VALUE I (I) | PVMIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI INTERNATIONAL I (I) | PINIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI LARGECAP S&P 500 INDEX FUND (A) | PLSAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI LIFETIME 2020 FUND (A) | PTBAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI LIFETIME 2030 FUND (A) | PTCAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI PRINCIPAL LIFETIME 2040 FUND (A) | PTDAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI PRINCIPAL LIFETIME 2050 FUND (A) | PPEAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI PRINCIPAL LIFETIME STR INCOME (A) | PALTX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI MIDCAP FUND (A) | PEMGX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| SPECTRUM PREF AND CAP SEC INC (A) | PPSAX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SMALLCAP FUND (A) | PLLAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI REAL ESTATE SECURITIES FUND (A) | PRRAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SMALLCAP VALUE II (I) | PPVIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI CORE PLUS BOND FUND (A) | PRBDX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI DIVERSIFIED INTERNATIONAL FUND (A) | PRWLX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI GLOBAL EMERGING MARKETS (A) | PRIAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SAM CONSERVATIVE BALANCED PORT (I) | PCCIX | Balanced | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SAM CONSERVATIVE GROWTH PORT (I) | PCWIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SAM FLEXIBLE INCOME PORTFOLIO (I) | PIFIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SAM BALANCED PORTFOLIO (I) | PSBIX | Balanced | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SAM STRATEGIC GROWTH PORTFOLIO (I) | PSWIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI OVERSEAS FUND (I) | PINZX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI GLOBAL REAL ESTATE SECURITIES (A) | POSAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI DIVERSIFIED REAL ASSET FUND (A) | PRDAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI DIVERSIFIED REAL ASSET (I) | PDRDX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI DIVERSIFIED INCOME FUND (A) | PGBAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI BOND MARKET INDEX (I) | PNIIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI INTERNATIONAL EQUITY INDEX (I) | PIDIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SMALL-MIDCAP DIVIDEND INCOME (A) | PMDAX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI OPPORTUNISTIC MUNICIPAL (A) | PMOAX | Bond | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI LARGECAP GROWTH FUND I (A) | PLGAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI BLUE CHIP (A) | PBLAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI SHORT-TERM INCOME (I) | PSHIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| CORE FIXED INCOME (I) | PIOIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL CAPITAL APPRECIATION (I) | PWCIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI EQUITY INCOME (I) | PEIIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI GOVERNMENT & HIGH QUALITY BOND (I) | PMRIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI MIDCAP GROWTH (R3) | PFPPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R3 | No |
| PFI MIDCAP S&P 400 INDEX (R5) | PMFPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI MIDCAP S&P 400 INDEX (R4) | PMFSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SMALLCAP S&P 600 INDEX (R5) | PSSPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SMALLCAP S&P 600 INDEX (R4) | PSSSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI SMALLCAP GROWTH I (R5) | PPNPX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI SMALLCAP GROWTH I (R4) | PPNSX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI TAX-EXEMPT BOND (C) | PTBCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SHORT-TERM INCOME (C) | STCCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI HIGH YIELD FUND (C) | CCHIX | Bond | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI EQUITY INCOME FUND (C) | PEUCX | Stock | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI CALIFORNIA MUNICIPAL (C) | SRCCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SAM STRATEGIC GROWTH PORTFOLIO (C) | SWHCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SAM FLEXIBLE INCOME PORTFOLIO (C) | SCUPX | N/A | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SAM CONSERVATIVE BALANCED PORT (C) | SCIPX | Balanced | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SAM CONSERVATIVE GROWTH PORT (C) | SCGPX | N/A | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SAM BALANCED PORTFOLIO FUND (C) | SCBPX | Balanced | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI INFLATION PROTECTION (I) | PIPIX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI REAL ESTATE SECURITIES FUND (C) | PRCEX | N/A | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI MIDCAP FUND (C) | PMBCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| SPECTRUM PREF AND CAP SEC INC (C) | PRFCX | Stock | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI PRINCIPAL LIFETIME 2015 (I) | LTINX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2015 (R5) | LTPFX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI PRINCIPAL LIFETIME 2025 (I) | LTSTX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2035 (I) | LTIUX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2045 (I) | LTRIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2055 (I) | LTFIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI GLOBAL REAL ESTATE SECURITIES (I) | POSIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI DIVERSIFIED INCOME FUND (C) | PGDCX | Bond | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI SMALL-MIDCAP DIVIDEND INCOME (I) | PMDIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI SMALL-MIDCAP DIVIDEND INCOME (C) | PMDDX | Stock | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI BLUE CHIP (I) | PBCKX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI OVERSEAS FUND (R4) | PINUX | Stock | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2060 (I) | PLTZX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINCIPAL LIFETIME 2060 (R4) | PLTMX | N/A | USD 1,000,000 | USD 0 | Load Other | CLASS R4 | No |
| PFI PRINCIPAL LIFETIME 2060 (R5) | PLTOX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI BLUE CHIP (C) | PBLCX | N/A | USD 1,000,000 | USD 1,000 | Level Load | CLASS C | No |
| PFI GLOBAL MULTI-STRAGEGY FUND (A) | PMSAX | N/A | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI GLOBAL MULTI-STRATEGY FUND (I) | PSMIX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID INC FUND (I) | PHTFX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2015 FUND (I) | PHTMX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2020 FUND (I) | PHTTX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2025 FUND (I) | PHTQX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2035 FUND (I) | PHTJX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2040 FUND (I) | PLTQX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2030 FUND (I) | PHTNX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2055 FUND (I) | PLTNX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2060 FUND (I) | PLTHX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2045 FUND (I) | PHTYX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI PRINC LIFETIME HYBRID 2050 FUND (I) | PHTUX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI INTERNATIONAL SMALL COMPANY FUND (I) | PISMX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI ORIGIN EMERGING MARKETS (I) | POEIX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI ORIGIN EMERGING MARKETS FUND (A) | POEYX | Stock | USD 1,000,000 | USD 1,000 | Front-End Load | CLASS A | No |
| PFI GLOBAL REAL SECURITIES (R5) | PGRUX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| PFI EDGE-MIDCAP FUND (I) | PEDGX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI CALIFORNIA MUNICIPAL (I) | PCMFX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI TAX-EXEMPT BOND FUND (I) | PITEX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PFI OPPORTUNISTIC MUNICIPAL FUND (I) | POMFX | Bond | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PRINCIPAL FIN EMERG MKT TOT RET BD (I) | PFUMX | N/A | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
| PRINCIPAL LIFETIME 2065 (R5) | PLJEX | N/A | USD 1,000,000 | USD 0 | No Load | CLASS R5 | Yes |
| GLOBAL SUSTAINABLE LISTED INFRASTRUCTURE | PGSLX | Stock | USD 1,000,000 | USD 0 | No Load | INSTITUTIONAL CLASS | Yes |
Notes:
The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".
Your capital is at risk and your losses may exceed the value of your original investment.
Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.
Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.
Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.
For a list of IBG memberships worldwide, see our exchange listings.