Hypotheticals & Calculators

Log in to access essential tools that help you educate clients and support your business. Don't have an account? Register online or call us at 800-787-1621, option 2.

Hypothetical illustrations

Transform statistics into professional graphics and reports easily with the Morningstar*Hypothetical Illustrator:

  • Model products and compare single funds or portfolios across multiple investment universes.
  • Illustrate investment plans based on systematic purchases or withdrawals, fees, taxes, and rebalancing options.
  • Show performance with the ability to incorporate underlying holdings and relevant asset allocation, sector weightings, and style diversification.
  • Analyze and compare portfolios (to competitors or benchmarks) with features such as Portfolio X-Ray, Stock Intersection, and Correlation Matrix.

Call 312-424-4244, ext. 215, for technical assistance.

Launch hypotheticals

Create an account
New to Principal Funds? Create an online account to access financial professional tools and resources like Hypotheticals, white papers, and fund literature.

Explore our Funds
View strategy details, pricing, and performance.

*The Principal Investors Fund, Inc., and Principal Funds Distributor do not maintain and are not responsible for the information obtained from the Morningstar Tools website.

Please consult with your compliance department before using illustrations with clients.