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Asset Allocation: Asset Allocation Tools

Use these resources to better understand asset allocation concepts and our approach.

  • Historical Asset Class Performance (SAM Table) - Can you predict which asset class will top the chart? This colorful table demonstrates that trying to time the market is difficult, if not impossible, and why there is a need for a well-diversified portfolio consisting of multiple asset classes. (PDF: 150 KB)
  • Personal Investment Profile Questionnaire - Complete this brief yet comprehensive questionnaire to identify your risk tolerance and see which Principal SAM Portfolio may be the answer to your long-term investing needs. (PDF: 424 KB)
  • Strategic Asset Management Portfolios Guide - Make active asset allocation work for you by utilizing the Principal SAM Portfolios. (PDF: 1.0 MB)
  • Principal LifeTime Funds Guide - By focusing on the time horizon target for your investment goals, you can make the asset allocation decision simple. (PDF: 535 KB)



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.

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