PDARX – Principal Diversified Real Asset R6 Investment Strategy | Morningstar

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Strategy

The investment seeks a long-term total return in excess of inflation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments related to real assets and real asset companies. It allocates its assets among general investment categories related to real assets, which include tangible assets and investments that are expected to perform well in periods of rising or high inflation, such as the following: infrastructure, natural resources, commodities, and real estate.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PDRDX	Principal Diversified Real Asset Fund Institutional Class	Institutional	Open			Mar 16, 2010	$1.33B	0.860%	Above Average	$0	−$125.13M
PRDAX	Principal Diversified Real Asset Fund Class A	Front Load	Open			Mar 16, 2010	$46.92M	1.220%	High	$1,000	−$1.19M
PDARX	Principal Diversified Real Asset Fund Class R-6	Retirement, Large	Open			Dec 31, 2014	$1.14B	0.810%	Above Average	$0	−$41.36M

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