Principal Funds

News & Events

Principal Funds responds to the Merrill Lynch RIC Report


August 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.

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Alternative Strategies


August 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.

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Global Wealth Management Advanced Education Symposium


August 1, 2014

Principal Funds will participate in the September 15-18 AES in Orlando, FL. We will participate in the Navigating the Sea of Liquid Alternatives 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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Find your representative.

Literature Center

Lit Name Literature Code ML Control Number Expiration Date Type
Income Strategies Brochure MM6010 ML14-002950 09/06/2015 Brochure
Investor Guide MM5961 ML13-007037 12/09/2014 Brochure
Principal California Municipal Fund Enhanced Fact Sheet MM6236 ML13-003304 02/06/2015 Fact Sheet
Principal Diversified Real Asset Fund Brochure MM4794 ML13-003392 04/06/2015 Brochure
Principal Diversified Real Asset Fund Enhanced Fact Sheet MM5615 ML13-003304 02/06/2015 Fact Sheet
Principal Equity Income Fund Enhanced Fact Sheet MM5945 ML13-003304 02/06/2015 Fact Sheet
Principal Global Diversified Income Fund Brochure MM4135 ML13-003396 05/06/2015 Brochure
Principal Global Diversified Income Fund Enhanced Fact Sheet MM5459 ML13-003304 02/06/2015 Fact Sheet
Principal Global Multi-Strategy Fund Brochure MM5350 ML14-002187 03/06/2015 Brochure
Principal Global Multi-Strategy Fund Enhanced Fact Sheet MM5332 ML13-003304 02/06/2015 Fact Sheet
Principal Global Multi-Strategy Fund Periodic Table MM6542 ML14-002188 03/06/2015 Flyer
Principal Global Real Estate Fund Enhanced Fact Sheet MM5022 ML13-003304 02/06/2015 Fact Sheet
Principal High Yield Fund Enhanced Fact Sheet MM5826 ML13-003304 02/06/2015 Fact Sheet
Principal MidCap Fund Enhanced Fact Sheet MM5415 ML13-003304 02/06/2015 Fact Sheet
Principal Preferred Securities Fund Brochure MM3526 ML13-007043 12/09/2014 Brochure
Principal Preferred Securities Fund Enhanced Fact Sheet MM5827 ML13-003304 02/06/2015 Fact Sheet
Principal Real Estate Securities Fund Enhanced Fact Sheet MM5847 ML13-003304 02/06/2015 Fact Sheet
Principal SmallCap Blend Fund Enhanced Fact Sheet MM6951 ML13-003304 02/06/2015 Fact Sheet
Principal Small-MidCap Dividend Income Fund Brochure MM6383 ML13-001303 08/25/2014 Brochure
Principal Small-MidCap Dividend Income Fund Enhanced Fact Sheet MM5232 ML13-003304 02/06/2015 Fact Sheet
SAM Guide MM3369 ML14-002958 05/06/2015 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.

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