MyPlanIQ Major Brokerage Investor Principal IRA Class J Funds

Principal IRA Class J Funds

Investment Menu Rating:

Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREJX Principal Real Estate Securities J
Emerging Market
DIVERSIFIED EMERGING MKTS PIEJX Principal Intl Emerging Markets J
INTERNATIONAL EQUITY
Foreign Large Blend PIIJX Principal Diversified Intl J
Foreign Large Growth PITJX Principal International Growth J
Others
Target Date 2050+ PPLIX Principal LifeTime 2050 Inst
Target Date 2026-2030 PLTJX Principal LifeTime 2030 J
Target Date 2036-2040 PTDJX Principal LifeTime 2040 J
US EQUITY
LARGE GROWTH PLGJX Principal Large Cap Growth I J
MID-CAP BLEND PMBJX Principal MidCap Blend J
Mid-Cap Growth PPQJX Principal MidCap Growth III J
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PREJX Principal Real Estate Securities J
Emerging Market
DIVERSIFIED EMERGING MKTS PIEJX Principal Intl Emerging Markets J
INTERNATIONAL EQUITY
Foreign Large Blend PIIJX Principal Diversified Intl J
Foreign Large Growth PITJX Principal International Growth J
Others
Target Date 2050+ PPLIX Principal LifeTime 2050 Inst
Target Date 2026-2030 PLTJX Principal LifeTime 2030 J
Target Date 2036-2040 PTDJX Principal LifeTime 2040 J
Target Date 2016-2020 PLFJX Principal LifeTime 2020 J
ROOT PCGJX Principal SAM Conservative Growth J
Conservative Allocation PFIJX Principal SAM Flexible Income J
Conservative Allocation PCBJX Principal SAM Conservative Bal J
Retirement Income PLSJX Principal LifeTime Strategic Inc J
Moderate Allocation PSAJX Principal SAM Balanced J
Target Date 2000-2010 PTAJX Principal LifeTime 2010 J
ROOT CASH PMJXX (Money Market Substitute)
US EQUITY
LARGE GROWTH PLGJX Principal Large Cap Growth I J
MID-CAP BLEND PMBJX Principal MidCap Blend J
Mid-Cap Growth PPQJX Principal MidCap Growth III J
MID-CAP BLEND PMFJX Principal MidCap S&P 400 Index J
Small Growth PSIJX Principal SmallCap Growth I J
SMALL BLEND PSSJX Principal SmallCap S&P 600 Index J
Mid-Cap Growth PMGJX Principal MidCap Growth J
SMALL VALUE PSMJX Principal SmallCap Value II J
SMALL BLEND PSBJX Principal SmallCap Blend J
LARGE BLEND PSPJX Principal Large Cap S&P 500 Index J
MID-CAP VALUE PVEJX Principal MidCap Value I J
LARGE VALUE PLVJX Principal Large Cap Value III J
LARGE BLEND PSWJX Principal SAM Strategic Growth J
MID-CAP VALUE PMCJX Principal MidCap Value III J
SMALL VALUE PSVJX Principal SmallCap Value J
Small Growth PPMIX Principal SmallCap Growth II J
Small Growth PSGJX Principal SmallCap Growth J
LARGE VALUE PVLIX Principal Large Cap Value Inst
LARGE GROWTH PGLJX Principal Large Cap Growth J
LARGE BLEND PLBJX Principal Large Cap Blend II J
LARGE BLEND PPXJX Principal Large Cap Blend I J
FIXED INCOME
Intermediate-Term Bond PPSJX Principal Preferred Securities J
Inflation-Protected Bond PIPJX Principal Inflation Protection J
Intermediate-Term Bond PBMJX Principal Bond & Mtg Securities J
Intermediate-Term Bond PIOJX Principal Income J
Intermediate Government PMRJX Principal Government & High Qual Bd J
Short-Term Bond PHSJX Principal Short-Term Bond J
Total Available Funds: 42
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE PREJX Principal Real Estate Securities J 38% 1 60 0 1.99% 2.03%
Emerging Market
DIVERSIFIED EMERGING MKTS PIEJX Principal Intl Emerging Markets J 54% 1 60 0 1.11% 0.07%
INTERNATIONAL EQUITY
Foreign Large Blend PIIJX Principal Diversified Intl J 40% 1 60 0 0.78% 3.53%
Foreign Large Growth PITJX Principal International Growth J 0% 1 60 0 NA 0.94%
Others
Target Date 2050+ PPLIX Principal LifeTime 2050 Inst 100% 1 60 0 1.04% 1.55%
Target Date 2026-2030 PLTJX Principal LifeTime 2030 J 49% 1 60 0 1.14% 2.44%
Target Date 2036-2040 PTDJX Principal LifeTime 2040 J 47% 1 60 0 0.83% 6.84%
Target Date 2016-2020 PLFJX Principal LifeTime 2020 J 46% 1 60 0 0.79% 2.85%
ROOT PCGJX Principal SAM Conservative Growth J 35% 1 60 0 1.09% 7.66%
Conservative Allocation PFIJX Principal SAM Flexible Income J 32% 1 60 0 0.79% 3.07%
Conservative Allocation PCBJX Principal SAM Conservative Bal J 32% 1 60 0 0.82% 3.35%
Retirement Income PLSJX Principal LifeTime Strategic Inc J 30% 1 60 0 1.4% 4.51%
Moderate Allocation PSAJX Principal SAM Balanced J 24% 1 60 0 1.08% 1.77%
Target Date 2000-2010 PTAJX Principal LifeTime 2010 J 0% 1 60 0 0.72% 6.88%
ROOT CASH PMJXX (Money Market Substitute) 0% 1 60 0 NA 2.61%
US EQUITY
LARGE GROWTH PLGJX Principal Large Cap Growth I J 52% 1 60 0 0.59% 37%
MID-CAP BLEND PMBJX Principal MidCap Blend J 47% 1 60 0 0.94% 3.75%
Mid-Cap Growth PPQJX Principal MidCap Growth III J 44% 1 60 0 1.68% 60.62%
MID-CAP BLEND PMFJX Principal MidCap S&P 400 Index J 43% 1 60 0 0.16% 1.32%
Small Growth PSIJX Principal SmallCap Growth I J 41% 1 60 0 1.42% 13.71%
SMALL BLEND PSSJX Principal SmallCap S&P 600 Index J 38% 1 60 0 0.54% 1.26%
Mid-Cap Growth PMGJX Principal MidCap Growth J 37% 1 60 0 0.76% 0%
SMALL VALUE PSMJX Principal SmallCap Value II J 33% 1 60 0 1.31% 1.17%
SMALL BLEND PSBJX Principal SmallCap Blend J 32% 1 60 0 1.62% 2.23%
LARGE BLEND PSPJX Principal Large Cap S&P 500 Index J 32% 1 60 0 0.52% 2.78%
MID-CAP VALUE PVEJX Principal MidCap Value I J 31% 1 60 0 0.7% 1.31%
LARGE VALUE PLVJX Principal Large Cap Value III J 25% 1 60 0 0.7% 8.26%
LARGE BLEND PSWJX Principal SAM Strategic Growth J 21% 1 60 0 1.72% 7.55%
MID-CAP VALUE PMCJX Principal MidCap Value III J 0% 1 60 0 1.12% 10.72%
SMALL VALUE PSVJX Principal SmallCap Value J 0% 1 60 0 NA 0.12%
Small Growth PPMIX Principal SmallCap Growth II J 0% 1 60 0 1.58% 25.73%
Small Growth PSGJX Principal SmallCap Growth J 0% 1 60 0 NA 0%
LARGE VALUE PVLIX Principal Large Cap Value Inst 0% 1 60 0 0.46% 22.44%
LARGE GROWTH PGLJX Principal Large Cap Growth J 0% 1 60 0 0.98% 39.7%
LARGE BLEND PLBJX Principal Large Cap Blend II J 0% 1 60 0 1.13% 14.25%
LARGE BLEND PPXJX Principal Large Cap Blend I J 0% 1 60 0 NA 0.98%
FIXED INCOME
Intermediate-Term Bond PPSJX Principal Preferred Securities J 50% 1 60 0 1.79% 5.43%
Inflation-Protected Bond PIPJX Principal Inflation Protection J 42% 1 60 0 0.39% 3.15%
Intermediate-Term Bond PBMJX Principal Bond & Mtg Securities J 38% 1 60 0 0.88% 3.83%
Intermediate-Term Bond PIOJX Principal Income J 34% 1 60 0 0.64% 2.89%
Intermediate Government PMRJX Principal Government & High Qual Bd J 16% 1 60 0 0.53% 2.61%
Short-Term Bond PHSJX Principal Short-Term Bond J 0% 1 60 0 NA 0.91%
Average Expense Ratio: 0.99%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.1% 6.1% 0.8% 3.7% 3.8% 5.0%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.1% 6.5% -0.5% 3.8% 3.9% 5.3%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 5.6% 2.1% 7.2% 6.7% 7.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 43 funds. It covers 5 major asset classes and 26 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, Emerging Market Equity and REITs.

This plan was created based on a user's request. Based on the Principal IRA Class J Funds prospectus, the following frequent trading policy is adopted:

page 229:

Currently the Funds, except the Money Market Fund, impose an excessive trading fee on redemptions or exchanges
of $30,000 or more of a Fund's Class J shares redeemed within 30 days after they are purchased.



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