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.


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.


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.


Find your representative.

Literature Center

Lit Name Lit ID ML Control Number Expiration Date Type
Alternatives Client Seminar MM6696 ML14-002965 10/06/2015 Presentation
Asset Consolidation Beneficiary Checklist MM6452 ML13-007042 12/09/2014 Flyer
Medicare Client Seminar MM5944 ML14-000624 02/05/2015 Presentation
Medicare Investor Guide MM6047 ML13-003991 10/06/2014 Brochure
Retirement Income Strategies Client Seminar MM4756 ML13-005255 10/06/2014 Presentation
Social Security Investor Guide MM4926 ML14-002969 09/06/2015 Brochure
Social Security Client Seminar MM4787H ML14-002964 09/06/2015 Presentation
Social Security White Paper MM5186 ML14-002954 06/06/2015 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.

Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency.