Welcome to the Asset Allocation Academy.
Begin this curriculum by learning about asset allocation's role in determining portfolio performance. "Graduate" by selecting which of our asset allocation investments, the Strategic Asset Management (SAM) Portfolios or Principal LifeTime Funds, may best help you pursue your long-term financial goals.
Fundamentals - Risk is an inevitable part of investing. The good news is that risk can be managed using asset allocation.
Strategies - Two well-recognized asset allocation paths, known as target-risk and target-date, are important for investors to consider.
Investment Process - See what sets our asset allocation products apart from the competition.
Materials & Tools - After learning more about the fundamentals of asset allocation and the solutions that we offer, use these tools to help put your plan into action.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
To obtain a prospectus, download online or call Customer Service at 1.800.222.5852
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 Customer Service at 1.800.222.5852.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.
Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.
Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency