Principal Funds

News & Events

Principal Funds responds to the Merrill Lynch RIC Report


July 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.

t13030504bk

Alternative Strategies


July 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.

t12060602r1

Find your representative.

Literature Center

Lit Name Lit ID ML Control Number Expiration Date Type
Diversified Real Asset Fund Manager Selection Guide MM4829 ML13-003398 03/06/2015 Brochure
Equity Income Strategies White Paper MM4934 ML14-002966 02/06/2015 White Paper
Global Diversified Income Fund Manager Selection Brochure MM4875 ML14-002955 06/06/2015 Brochure
Global Diversified Income White Paper: Alternative Income Strategies MM4614 ML14-000622 02/05/2015 White Paper
Global Diversified Income White Paper: Duration and Yield MM6865C ML14-002967 08/06/2015 White Paper
Global Multi-Strategy Fund Financial Professional Guide MM5351 ML14-002956 06/06/2015 Brochure
Global Multi-Strategy White Paper MM5331 ML14-000623 01/14/2015 White Paper
Inflation Outlook White Paper MM6894 ML14-002968 02/06/2015 White Paper
Morningstar Brochure MM3593 ML13-003394 04/06/2015 Brochure
Platform Flyer CMM35 ML13-003628 02/06/2015 Flyer
Portfolio Completion Strategies Financial Professional Guide MM5533 ML14-002961 04/06/2015 Brochure
Preferred Securities White Paper MM4959 ML14-002953 09/06/2015 White Paper
Quarterly Performance Review MM2955 ML14-002026 04/06/2015 Fact Sheets
Small-MidCap Dividend Income White Paper MM5502 ML13-001304 08/25/2014 White Paper
Two Funds to Help Tailor Risk Management MM6964 ML14-002630 02/06/2015 Brochure

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.

t12112803gw