Exchange Hours | Website |
---|---|
9:30 - 15:59 ET | www.principal.com |
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 |
PFI MONEY MARKET FUND (A) | PCSXX | USD 10,000 | USD 0 | Money Market | No Load | CLASS A | Yes |
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 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 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 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 |
PFI HIGH YIELD FUND (C) | CCHIX | USD 1,000 | USD 100,000,000,000,000 | Bond | 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 MIDCAP FUND (C) | PMBCX | 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 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 |
GLOBAL SUSTAINABLE LISTED INFRASTRUCTURE | PGSLX | USD 0 | USD 0 | Stock | No Load | INSTITUTIONAL CLASS | Yes |
Notes:
Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.
Know Your Advisor: View the CIRO AdvisorReport