The Principal Strategic Asset Management (SAM) Portfolios are a series of five actively managed asset allocation funds that provide clients with a highly diversified investment solution that is simple to understand.
Additionally, the multi-manager SAM Portfolios provide financial professionals like you with a robust practice management solution — not just a product — that will help simplify client acquisition and retention efforts.
The Latest on SAM...
- SAM Asset Allocation Team provides a mid-year report card on their 2012 investment themes
- Portfolio enhancements add alternative and other specialty asset classes for greater diversification benefits
Asset allocation/diversification does not guarantee a profit or protect against a loss.
To obtain a prospectus, download online or call Customer Service at 1.800.222.5852
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Customer Service at 1.800.222.5852.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.
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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Flexible Income Porfolio (SAUPX)
Conservative Balanced Portfolio (SAIPX)
Conservative Growth Portfolio (SAGPX)
View an introduction to SAM from Portfolio Manager, Todd Jablonski
