Mutual Funds

Principal Funds

Exchange Hours Website
9:30 - 15:59 ET www.principal.com


Native to Exchange Simulated by IB
 Basket
 Market *
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:

  1. Advisor minimums may be lower.

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