What type of reports can I get regarding my investments?

Principal Funds provides a variety of reports that can help you gain a better understanding of your investments. Typically, investors can access comprehensive account statements that outline their holdings, performance, and any transactions that have occurred during a specific period. These statements often include information on the current value of investments, gains or losses, and other relevant metrics that can provide insight into your portfolio's performance. Additionally, quarterly and annual performance reports may be available, detailing the performance of specific funds in which you have invested. These reports usually include information such as the fund's objectives, investment strategy, key holdings, and various performance metrics such as total return, expense ratios, and comparisons against relevant benchmarks. Tax documents, such as 1099 forms, might also be provided at the end of the year, which summarize any taxable events associated with your investments. To find more detailed and specific information about the types of reports available to you, it is advisable to check the current web page for Principal Funds to explore their resources and any available documentation that may assist you further.