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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Principal LifeTime 2020 Fund R-3 Class	PTBMX	C	U.S. All Cap	10	0.6%
Principal LifeTime 2025 Fund R-3 Class	LTVPX	C	U.S. All Cap	12	0.6%
Principal Strategic Asset Management Balanced Fund R-3 Class	PBAPX	C	U.S. All Cap	12	0.89%
Principal LifeTime 2030 Fund R-3 Class	PTCMX	C	U.S. All Cap	14	0.6%
Principal LifeTime 2035 Fund R-3 Class	LTAOX	C	U.S. All Cap	15	0.6%
Principal Strategic Asset Management Conservative Growth Fund R-3 Class	PCGPX	C	U.S. All Cap	16	0.89%
Principal LifeTime 2040 Fund R-3 Class	PTDMX	C	U.S. All Cap	16	0.6%
Principal LifeTime 2045 Fund R-3 Class	LTRVX	C	U.S. All Cap	18	0.61%
Principal LifeTime 2050 Fund R-3 Class	PTERX	C	U.S. All Cap	18	0.6%
Principal LifeTime 2055 Fund R-3 Class	LTFDX	B	U.S. All Cap	19	0.62%
Principal LifeTime 2060 Fund Class R-3	PLTCX	C	U.S. All Cap	19	0.65%
Principal Strategic Asset Management Strategic Growth Fund R-3 Class	PSGPX	C	U.S. All Cap	19	0.89%
Principal Capital Appreciation Fund R-3 Class	PCAOX	C-	U.S. Mega Cap	20	1.04%
Principal LargeCap S&P 500 Index Fund R-3 Class	PLFMX	D	U.S. Large Cap	21	0.72%
Principal SmallCap Fund R-3 Class	PSBMX	C++	U.S. Small Cap	30	1.33%
Principal LifeTime Strategic Income Fund R-3 Class	PLSMX	C	U.S. All Cap	5	0.6%
Principal Strategic Asset Management Flexible Income Fund R-3 Class	PFIPX	B	U.S. All Cap	6	0.89%
Principal LifeTime 2010 Fund R-3 Class	PTAMX	C	U.S. All Cap	7	0.6%
Principal LifeTime 2015 Fund R-3 Class	LTAPX	C	U.S. All Cap	8	0.6%
Principal Strategic Asset Management Conservative Balanced Fund R-3 Class	PCBPX	B	U.S. All Cap	9	0.89%
U.S. Equities - Growth
Principal LargeCap Growth Fund I R-3 Class	PPUMX	D--	U.S. All Cap - Growth	23	1.16%
Principal MidCap Growth Fund III R-3 Class	PPQMX	B--	U.S. Mid Cap - Growth	24	1.52%
Principal SmallCap Growth Fund I R-3 Class	PPNMX	C+	U.S. Small Cap - Growth	26	1.63%
Principal MidCap Growth Fund R-3 Class	PFPPX	A--	U.S. Mid Cap - Growth	28	1.25%
U.S. Equities - Value
Principal Equity Income Fund R-3 Class	PEIOX	C++	U.S. Large Cap - Value	21	1.08%
Principal LargeCap Value Fund III R-3 Class	PPSFX	C++	U.S. Large Cap - Value	23	1.36%
Principal MidCap Value Fund I R-3 Class	PMPRX	B++	U.S. Mid Cap - Value	27	1.53%
Principal MidCap S&P 400 Index Fund R-3 Class	PMFMX	B++	U.S. Mid Cap - Value	27	0.73%
Principal SmallCap S&P 600 Index Fund R-3 Class	PSSMX	C++	U.S. Small Cap - Value	33	0.73%
Principal SmallCap Value Fund II R-3 Class	PJARX	D++	U.S. Small Cap - Value	34	1.54%
Specialty
Principal Real Estate Securities Fund R-3 Class	PRERX	C--	U.S. Real Estate	27	1.4%
Global & Intl. Equity
Principal International Emerging Markets Fund R-3 Class	PEAPX	B++	Emerging Markets	20	1.8%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Principal Short-Term Income Fund R-3 Class	PSIOX	C-	Bond - U.S. Corporate	1	0.99%
Principal Government & High Quality Bond Fund R-3 Class	PRCMX	C	Bond - U.S. Mortgages	2	0.98%
Principal Bond Market Index Fund R-3 Class	PBOIX	B--	U.S. Treasury - Intermediate	3	0.83%
Principal Core Plus Bond Fund R-3 Class	PBMMX	C-	Bond - U.S. Corporate	3	1.09%
Principal Income Fund R-3 Class	PIOOX	B-	Bond - Multi Sector	3	1.06%
Principal Inflation Protection Fund R-3 Class	PIFPX	C+	U.S. Treasury - TIPS	4	0.97%
Principal Preferred Securities Fund R-3 Class	PNARX	B++	Bond - U.S. High Yield	4	1.27%
Other
Principal LargeCap Value Fund R-3 Class	PLVMX		Other	0	0.99%
Principal LargeCap Growth Fund II R-3 Class	PPTMX		Other	0	1.43%
Principal MidCap Value Fund III R-3 Class	PJPPX		Other	0	1.22%
Principal LargeCap Growth Fund R-3 Class	PLGPX		Other	0	1.2%

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