Principal Diversified Real Asset Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 3 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#43 in Conservative Allocation

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.19 percent over the past year, and 6.22 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 9.6%
1 Year 15.2%
3 Years (Annualized) 6.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks a long-term total return in excess of inflation. The fund allocates its assets among the following general investment categories: inflation-indexed bonds, securities of real estate companies, commodity index-linked notes, fixed-income securities, securities of natural resource companies, master limited partnerships (MLPs), publicly-listed infrastructure companies, floating rate debt, securities of global agriculture companies, and securities of global timber companies. It concentrates its investments (invests more than 25% of its net assets) in securities in the real estate and energy/natural resources industries.

Fees

Fees are Above Average compared to funds in the same category.
Principal Diversified Real Asset Fund has an expense ratio of 1.25 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Conservative Allocation Funds

Highest Returns (10-year)

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