PIOIX – Principal Core Fixed Income Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of current income consistent with preservation of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed-income securities. The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate securities, U.S. government securities, asset-backed securities and mortgage-backed securities (securitized products), bank loans, and foreign securities.

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
PIOIX	Principal Core Fixed Income Fund Institutional Class	Institutional	Open			Mar 23, 1998	$610.56M	0.430%	Below Average	$0	$12.42M
CMPIX	Principal Core Fixed Income Fund Class A	Front Load	Open			Dec 15, 1975	$165.53M	0.710%	Below Average	$1,000	−$24.81M
PIOQX	Principal Core Fixed Income Fund R-5 Class	Retirement, Large	Open			Mar 1, 2010	$17.73M	0.590%	High	$0	−$3.79M
PICNX	Principal Core Fixed Income Fund Class R-6	Retirement, Large	Open			Nov 25, 2014	$7.87B	0.340%	Below Average	$0	−$1.49B
PIOJX	Principal Core Fixed Income Fund Class J	Retirement, Medium	Open			Sep 30, 2009	$69.97M	0.570%	Low	$1,000	−$6.97M
PIOOX	Principal Core Fixed Income Fund R-3 Class	Retirement, Medium	Open			Mar 1, 2010	$15.15M	0.900%	Average	$0	−$475,584.89

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