View the rich 15-year history of the Principal Strategic Asset Management (SAM) Portfolios across various market cycles and world events.
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SAM Celebrates 15 Years of Asset Allocation History
This year marks an exciting milestone for the Principal Strategic Asset Management (SAM) Portfolios as their storied track record eclipsed 15 years on July 25, 2011. This tenure represents one of the longest histories in their class of asset allocation funds.1 Our Portfolios have navigated through the technology boom and bust, oil shocks, recessions, global conflicts, the Lost Decade of the 2000s, and the recent recovery, persevering by adhering to a strict policy of active asset allocation.
With a management team from Edge Asset Management that combines asset allocation policy with professional oversight across each asset class, our active approach has proven successful across market cycles. Past performance is no guarantee of future results. We have been able to manage risk across both up and down markets while providing easy and widely diversified access to a broad mix of investment classes and categories. Asset allocation/diversification does not guarantee a profit or protect against a loss.
A Powerful Solution for Managing Risk
There is no doubt that volatility has increased in recent years, marking the largest market swing since the Great Depression, with the Dow Jones Industrial Average (DJIA) spiking to over 14,000, then quickly falling to under 7,000 before recently recovering back to 12,000—in less than four years.2
Fortunately, history has demonstrated a balanced approach to asset allocation and risk management can help offset uncertainty while still providing exposure to the classes you need to meet your long-term goals. We believe SAM Portfolios can fulfill your needs, with a single fund solution that has proven to deliver results across these long-term market cycles. Past performance is no guarantee of future results.
Get Started with SAM Today
Enlist the power of the SAM Portfolios today for access to long-term risk management and a proven process for diversifying your assets. For more information about Principal Funds’ investment solutions, contact a financial professional or visit principalfunds.com.
1 Source: Morningstar.
2 New York Times August, 2011.
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