Separately managed accounts

Equity

Name Enhanced fact sheet Commentary
Principal Aligned SMA Blue Chip Equity PDF PDF
Principal Aligned SMA Focused Blue Chip Equity PDF PDF
Principal Aligned SMA MidCap Equity PDF PDF
Principal Edge SMA Concentrated Mid Cap PDF PDF
Principal Edge SMA Equity Income PDF PDF
Principal Edge SMA SMID Dividend Income PDF PDF
Principal SMA International Opportunities ADR Equity PDF PDF
Principal SMA U.S. Small Cap Select Equity PDF PDF
Principal SMA U.S. Small Cap Value Equity PDF

Fixed income

Name Enhanced fact sheet Commentary
Principal SMA California Municipal PDF
Principal SMA Core Fixed Income PDF
Principal SMA Municipal Impact PDF
Principal SMA National Municipal PDF
Spectrum SMA Preferred Securities PDF PDF
Spectrum SMA Preferred Securities with Capital Securities PDF PDF
Spectrum SMA Tax Advantaged Preferred Securities PDF PDF
Spectrum SMA Preferred Securities Offshore PDF
Spectrum SMA Preferred and Capital Securities Offshore PDF

Real estate

Name Enhanced fact sheet Commentary
Principal SMA U.S. Real Estate Equity Securities PDF PDF