Principal Financial Group, Inc.

Frequently Asked Questions About PFG

What does PFG invest in?

Principal Financial Group, Inc. engages in the investment management offering business. It offers financial products and services to businesses, individuals, and institutional clients. It operates its business through the following segments: Retirement and Income Solutions, Principal Asset Management, and Benefits and Protection. The Retirement and Income Solutions Segment offers a comprehensive portfolio of products and services for retirement savings along with select products for retirement income. The Principal Asset Management segment provides global investment solutions to institutional, retirement, retail and high net worth investors in the U.S. and select emerging markets. The Benefits and Protection segment includes selling individual life insurance products. The company was founded by Edward A. Temple in 1879 and is headquartered in Des Moines, IA.

What is the expense ratio of PFG?

An expense ratio for Principal Financial Group, Inc. (PFG) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is PFG?

Principal Financial Group, Inc. (PFG) manages $25.03B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is PFG actively managed or an index fund?

PFG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PFG launched?

Principal Financial Group, Inc. (PFG) launched in October 2001 and is managed by Principal.

How has PFG performed?

PFG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.