You're in good company with Principal Funds
Global Investment Management. Asset Allocation Expertise. Retirement Leadership.
At Principal Funds, we're honored to be a part of your investment strategy. And we have the solutions to help make it a success.
- Our global investment management means you get access to institutional-quality investments.
- Our asset allocation expertise provides an easier way to invest.
- And, our recognized retirement leadership helps you plan for and enjoy your retirement, no matter what your stage in life.
Principal Global Investors has an over $331 billion in AUM and has an investor base spanning across 70 countries. With more than 1,300 employees, including 541 investment professionals1, Principal Global Investors trades during daylight hours in every time zone around the world.
Asset allocation helps investors and their financial professionals find the right mix of stocks, bonds, and other investments to achieve the highest potential for return while also managing risk.
As a leader in asset allocation, Principal Funds offers a suite of asset allocation options, including target risk and target date funds. In fact, we're the fifth-largest manager of lifecycle funds in the industry.2
Whether you're still investing for retirement, rolling over your retirement savings, or creating an income strategy during retirement, The Principal® can help you plan for and enjoy your retirement — no matter what your stage in life.
Our target date funds invest in underlying Principal Funds and each is managed toward a particular target (retirement) date, or the approximate date the participant or investor starts withdrawing money. As each of our target date funds approaches its target date, the investment mix becomes more conservative by increasing exposure to generally more conservative investment options and reducing exposure to typically more aggressive investment options. The target date fund's portfolio continues to be managed for approximately 15 years beyond the original target date. Our target date funds assume the value of the investor's account will be withdrawn gradually during retirement. Neither the principal nor the underlying assets of our target date funds are guaranteed at any time, including the target date, and investment risk remains at all times.
Principal Global Investors and its affiliates are sub-advisors to many Principal Funds.
1 As of December 31, 2014. Principal Global Investors is the asset management arm of the Principal Financial Group ® (The Principal ®) and includes the asset management operations of the following subsidiaries of The Principal: Principal Global Investors, LLC; Principal Real Estate Investors, LLC; Principal Enterprise Capital, LLC; Liongate Capital Management LLP; Spectrum Asset Management, Inc.; Post Advisory Group, LLC; Columbus Circle Investors; Edge Asset Management, Inc.; Morley Financial Services Inc.; Finisterre Capital, LLP; Origin Asset Management, LLP; Principal Global Investors (Europe) Limited; Principal Global Investors (Singapore) Ltd.; Principal Global Investors (Australia) Ltd.; Principal Global Investors (Japan) Ltd.; Principal Global Investors (Hong Kong) Ltd.; CIMB-Principal Islamic Asset Management Sdn. Bhd.; and the majority owned affiliates of Principal International, Inc. Assets under management includes assets managed by investment professionals of Principal Global Investors under dual employee arrangements with other subsidiaries of The Principal and assets managed in accordance with investment advice provided by Principal Global Investors through the delivery of a model.
2 Strategic Insight, Lifecycle Mutual Fund Data, December 31, 2014.
To obtain a prospectus, download online or call Sales Support at 1.800.787.1621
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Sales Support at 1.800.787.1621.
Investing involves risk, including possible loss of principal.
Principal Funds are distributed by Principal Funds Distributor, Inc.
Not FDIC Insured - May Lose Value - No Bank Guarantee