Investment products
Separately managed accounts
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Equity
| Name | Enhanced fact sheet | Commentary |
|---|---|---|
| Principal Aligned SMA Blue Chip Equity | ||
| Principal Aligned SMA Focused Blue Chip Equity | ||
| Principal Aligned SMA MidCap Equity | ||
| Principal SMA Capital Appreciation Select | — | |
| Principal SMA Equity Income | ||
| Principal SMA SMID Dividend Income | ||
| Principal SMA International Equity ADR | ||
| Principal SMA U.S. Small Cap Select Equity |
Fixed income
| Name | Enhanced fact sheet | Commentary |
|---|---|---|
| Principal SMA California Municipal | — | |
| Principal SMA Core Fixed Income | — | |
| Principal SMA National Municipal | — | |
| Principal SMA National Municipal Income | — | |
| Spectrum SMA Preferred Securities | ||
| Spectrum SMA Preferred Securities with Capital Securities | ||
| Spectrum SMA Tax Advantaged Preferred Securities | ||
| Spectrum SMA Preferred and Capital Securities Offshore | — |