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Investment Process

Asset Allocation: Investment Process: SAM Portfolios

Our five SAM Portfolios are managed by an experienced team of asset allocation professionals within Edge Asset Management, one of the premier boutique affiliates of Principal Global Investors. The Portfolios are constructed and managed according to a disciplined and dynamic 3-step process.

STEP 1 - Strategic Analysis: This step involves analyzing an efficient risk/return mix of asset classes to maximize expected return at a given level of risk, which results in our long-term strategic asset class targets.
STEP 2 - Tactical Analysis: The Team then determines the Portfolios' near-term targets based on the analysis of current market conditions and investment outlook.
STEP 3 - Active Implementation: The final step involves construction of each Portfolio based on fund-specific research utilizing cash flow management and rebalancing as needed.
Ongoing Risk Management: The process is revisited and refined for efficient risk management over time.

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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.

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