Principal Funds

News & Events

Principal Funds responds to the Merrill Lynch RIC Report

April 1, 2014

To support your goal of helping clients reap the benefits of attractive market environments and stay the course during challenging ones, Principal Funds has developed a piece providing insights derived from the current RIC Report. Contact your local wholesaler for a copy of Merrill Lynch RIC Report Meets Principal Funds Strategies.


Alternative Strategies

April 1, 2014

Financial professionals and investors seek to mitigate idiosyncratic risk, or asset specific risk, through portfolio diversification. Once that is achieved, market risk still remains. Principal Funds believes the answer for combating market risk in portfolios, thereby reducing volatility, lies in creating a mix of assets and strategies that provide a purpose other than the investments used in a "long-only" or traditional asset mix. The purpose of an alternative investment strategy is to primarily hedge risk while seeking to achieve positive absolute returns or reduce losses during periods of extreme volatility, or what are commonly referred to as "tail events." Alternative Strategies: Addressing Market Risk – An Alternative Approach, a recent research report issued by Principal Funds discusses:

  • A current and historical look at equity market volatility
  • Addressing volatility in portfolios
  • Adding diversification through alternative strategies

Asset allocation/diversification does not guarantee a profit or protect against a loss.


Global Wealth Management Advanced Education Symposium

April 1, 2014

Principal Funds will participate in the May 4-7 AES in San Antonio, TX. We will participate in the Positioning for Rising Rates panel, discussing opportunities for financial professionals and clients. The panel will be moderated by a senior leader in the Merrill Lynch GWRS.


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Literature Center

Lit Name Lit ID ML Control Number Expiration Date Type
Diversified Real Asset Fund Manager Selection Guide MM4829 ML13-3398 03/06/2015 Brochure
Morningstar Brochure MM3593 ML13-3394 04/06/2015 Brochure
Platform Flyer CMM35 ML13-3628 02/06/2015 Flyer
Quarterly Performance Review MM2955 ML14-002026 04/06/2015 Fact Sheets
Small-MidCap Dividend Income White Paper MM5502 ML13-1304 08/25/2014 White Paper

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.

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