Collective investment trusts

To learn more about collective investment trust solutions contact 1-800-787-1621, option 6.

Proxy voting policy (PDF)

Asset allocation

Name CUSIP AUM minimum Fact sheet

Principal Diversified Real Asset CIT

Tier 1

74256P142 $0 PDF

Principal Diversified Real Asset CIT

Tier 2

25533A209 $50,000,000 PDF

Principal Diversified Real Asset CIT

Tier 3

25533A100 $100,000,000 PDF

Principal Lifetime 2015 CIT

Tier I

74261P608 $0 PDF

Principal Lifetime 2020 CIT

Tier I

74261P871 $0 PDF

Principal Lifetime 2025 CIT

Tier I

74261P830 $0 PDF

Principal Lifetime 2030 CIT

Tier I

74261P780 $0 PDF

Principal Lifetime 2035 CIT

Tier I

74261P749 $0 PDF

Principal Lifetime 2040 CIT

Tier I

74261P699 $0 PDF

Principal Lifetime 2045 CIT

Tier I

74261P657 $0 PDF

Principal Lifetime 2050 CIT

Tier I

74261P616 $0 PDF

Principal Lifetime 2055 CIT

Tier I

74261P566 $0 PDF

Principal Lifetime 2060 CIT

Tier I

74261P525 $0 PDF

Principal Lifetime 2065 CIT

Tier I

74261P475 $0 PDF

Principal Lifetime 2070 CIT

Tier I

74261P152 $0 PDF

Principal Lifetime Strategic Income CIT

Tier I

74261P434 $0 PDF

Principal Lifetime Hybrid 2015 CIT

Z

74256G555 $0 PDF

Principal Lifetime Hybrid 2020 CIT

Z

74256G548 $0 PDF

Principal Lifetime Hybrid 2025 CIT

Z

74256G530 $0 PDF

Principal Lifetime Hybrid 2030 CIT

Z

74256G522 $0 PDF

Principal Lifetime Hybrid 2035 CIT

Z

74256G514 $0 PDF

Principal Lifetime Hybrid 2040 CIT

Z

74256G498 $0 PDF

Principal Lifetime Hybrid 2045 CIT

Z

74256G480 $0 PDF

Principal Lifetime Hybrid 2050 CIT

Z

74256G472 $0 PDF

Principal Lifetime Hybrid 2055 CIT

Z

74256G464 $0 PDF

Principal Lifetime Hybrid 2060 CIT

Z

74256G456 $0 PDF

Principal Lifetime Hybrid 2065 CIT

Z

74257F739 $0 PDF

Principal Lifetime Hybrid 2070 CIT

Z

74258C776 $0 PDF

Principal Lifetime Hybrid Income CIT

Z

74256G571 $0 PDF

Equity

Name CUSIP AUM minimum Fact sheet

Principal Blue Chip Equity Fund

Tier I

742538549 $0 PDF

Principal Blue Chip Equity Fund

Tier II

742538176 $50,000,000 PDF

Principal Diversified International Equity Fund

Tier I

742538598 $0 PDF

Principal Diversified International Equity Fund

Tier II

742538309 $50,000,000

Principal Diversified International Equity Fund

Tier III

742538101 $100,000,000 PDF

Principal Diversified International Equity Fund

Tier IV

74261P319 $200,000,000

Principal Diversified International Equity Fund

Tier V

74261P293 $350,000,000 PDF

Principal Equity Income Fund

Tier I

742538234 $0 PDF

Principal International Equity Fund

Tier I

74261Q861 $0

Principal International Equity Fund

Tier II

74261Q853 $50,000,000

Principal International Equity Fund

Tier III

74261Q846 $100,000,000

Principal International Small Cap Equity Fund

Tier I

742538432 $0 PDF

Principal International Small Cap Equity Fund

Tier II

742538564 $50,000,000

Principal International Small Cap Equity Fund

Tier III

74261P384 $100,000,000 PDF

Principal Mid Cap Equity Fund

Tier I

742538580 $0 PDF

Principal Mid Cap Equity Fund

Tier II

742538721 $50,000,000

Principal Mid Cap Equity Fund

Tier IV

742538739 $200,000,000 PDF

Principal SMID Cap Value Equity Fund

Tier I

742538515 $0 PDF

Fixed income

Name CUSIP AUM minimum Fact sheet

Principal Core Fixed Income Fund

Tier I

742538523 $0

Principal LDI Corporate 5-15 Years Fund

Tier I

74261Q101 $0

Principal LDI Corporate 5-15 Years Fund

Tier II

74261Q200 $100,000,000

Principal LDI Corporate 15-25 Years Fund

Tier I

74261Q408 $0

Principal LDI Corporate 15-25 Years Fund

Tier II

74261Q507 $100,000,000

Principal LDI Corporate 25 Plus Years Fund

Tier I

74261Q705 $0

Principal LDI Corporate 25 Plus Years Fund

Tier II

74261Q804 $100,000,000

Morley Stable Value Fund

Tier I

852320423 $0 PDF

Morley Stable Value Fund

Tier II

852320381 $20,000,000 PDF

Morley Stable Value Fund

Tier III

852320357 $50,000,000 PDF

Morley Stable Value Fund

Tier IV

852320118 $200,000,000

Real estate

Name CUSIP AUM minimum Fact sheet

Principal Global Real Estate Securities Fund

Tier I

742538655 $0 PDF

Principal Global Real Estate Securities Fund

Tier II

742538648 $50,000,000

Principal Global Real Estate Securities Fund

Tier V

742538697 $350,000,000

Principal U.S. REIT Fund

Tier I

742538473 $0 PDF

Principal U.S. REIT Fund

Tier II

742538465 $50,000,000 PDF

Disclosure

CUSIP information: Copyright © 2024, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved.

Please Review The Terms and Conditions

**Before you proceed, you must acknowledge that you have read, and agree to, our terms and conditions.**

Information contained in this area of the website is intended for certain U.S. institutional investors and is NOT intended for individual investors or the general public. Collective investment trusts are available only to certain retirement plans that meet specific eligibility requirements. By clicking "Accept" below, you (1) confirm that you are acting on behalf of a retirement plan that is eligible to invest in collective investment trusts, such as a qualified tax-exempt retirement plan or a governmental plan (but not solely as a participant or beneficiary in such a plan), and (2) acknowledge and agree that the information in this area of the website is not intended for use by the general public or to provide investment advice or recommendations, nor is it an offer or solicitation to the general public to buy or sell any investment products.

CGS Terms of Use

The CUSIP information contained in (Subscriber’s Web Site Name) consists of security identifiers and related descriptive information (“the CUSIP Database”) and is protected under the copyright laws and is licensed with permission from CUSIP Global Services (“CGS”), on behalf of the American Bankers Association (“ABA”).

VISITOR agrees and acknowledges that the CUSIP Database and the information contained therein is and shall remain valuable intellectual property owned by, or licensed to, CGS and ABA, and that no proprietary rights are being transferred to VISITOR in such materials or in any of the information contained therein by virtue of VISITOR’s use of Subscriber’s Web Site. Any use of the CUSIP Database by VISITOR outside of the clearing and settlement of transactions may require a license from CGS, along with an associated fee based on usage. VISITOR agrees that misappropriation or misuse of such materials will cause serious damage to CGS and ABA, and that in such event, money damages may not constitute sufficient compensation to CGS and ABA; consequently, VISITOR agrees that in the event of any misappropriation or misuse, CGS and ABA shall have the right to obtain injunctive relief in addition to any other legal or financial remedies to which CGS and ABA may be entitled.

VISITOR agrees that VISITOR shall not publish or distribute in any medium the CUSIP Database or any substantial portion of the information contained therein or summaries or subsets thereof to any person or entity unless permitted by a direct agreement with CGS. VISITOR may not create or maintain a master file or database of CUSIP identifiers or descriptions for itself or any third party recipient that is intended to serve as a substitute for any CUSIP service.

VISITOR agrees not to:

  • Violate the restrictions in any robot inclusion headers on the Subscriber Web Site or in any way bypass or circumvent any other measure employed to limit or prevent access to the CUSIP Database on the Subscriber Web Site;
  • Violate the security of the Subscriber Web Site or attempt to gain unauthorized access to the Web Site, CUSIP Database, materials, information, computer systems or networks connected to Subscriber server, through hacking, password mining or any other means; or
  • Interfere or attempt to interfere with the proper working of the Subscriber Web Site or any activities conducted on or through the Subscriber Web Site, including accessing any CUSIP Database, content or other information prior to the time that is intended to be available to the public on the Subscriber Web Site.

NEITHER CGS, ABA NOR ANY OF THEIR AFFILIATES MAKE ANY WARRANTIES, EXPRESS OR IMPLIED, AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF ANY OF THE INFORMATION CONTAINED IN THE CUSIP DATABASE. ALL SUCH MATERIALS ARE PROVIDED TO VISITOR ON AN “AS IS” BASIS, WITHOUT ANY WARRANTIES AS TO MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE NOR WITH RESPECT TO THE RESULTS WHICH MAY BE OBTAINED FROM THE USE OF SUCH MATERIALS. NEITHER CGS, ABA NOR THEIR AFFILIATES SHALL HAVE ANY RESPONSIBILITY OR LIABILITY FOR ANY ERRORS OR OMISSIONS NOR SHALL THEY BE LIABLE FOR ANY DAMAGES, WHETHER DIRECT OR INDIRECT, SPECIAL OR CONSEQUENTIAL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL THE LIABILITY OF CGS, ABA OR ANY OF THEIR AFFILIATES PURSUANT TO ANY CAUSE OF ACTION, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EXCEED THE FEE PAID BY VISITOR FOR ACCESS TO SUCH MATERIALS IN THE MONTH IN WHICH SUCH CAUSE OF ACTION IS ALLEGED TO HAVE ARISEN. FURTHERMORE, CGS AND ABA SHALL HAVE NO RESPONSIBILITY OR LIABILITY FOR DELAYS OR FAILURES DUE TO CIRCUMSTANCES BEYOND THEIR CONTROL.

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