Asset Allocation: Asset Allocation Tools
Use these resources to better understand asset allocation concepts and our approach.
- Historical Asset Class Performance (SAM Table) - Can you predict which asset class will top the chart? This colorful table demonstrates that trying to time the market is difficult, if not impossible, and why there is a need for a well-diversified portfolio consisting of multiple asset classes. (PDF: 150 KB)
- Personal Investment Profile Questionnaire - Complete this brief yet comprehensive questionnaire to identify your risk tolerance and see which Principal SAM Portfolio may be the answer to your long-term investing needs. (PDF: 424 KB)
- Strategic Asset Management Portfolios Guide - Make active asset allocation work for you by utilizing the Principal SAM Portfolios. (PDF: 1.0 MB)
- Principal LifeTime Funds Guide - By focusing on the time horizon target for your investment goals, you can make the asset allocation decision simple. (PDF: 535 KB)
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