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Strategic Asset Mangement (SAM) Porfolios

The Principal Strategic Asset Management (SAM) Portfolios seek to offer a comprehensive approach to investing. Our strategies incorporate a wide range of asset classes and investment styles in a "fund of funds" structure. We advocate broad diversification, including exposure to international and small/mid-cap stocks, as well as broad market fixed income including income-oriented real estate investments and high yield and preferred securities.

Choose from our line-up of five target-risk SAM Portfolios to fit your clients' individual investment goals and risk tolerance. Each group of funds offers a simple way to obtain highly diversified, actively managed investments in a single convenient product.

Strategic Asset Management (SAM) Portfolios (Target-Risk)

SAM Balanced Portfolio

Fund Profile | Commentary | Prospectus

SAM Conservative Balanced Portfolio

Fund Profile | Commentary | Prospectus

SAM Conservative Growth Portfolio

Fund Profile | Commentary | Prospectus

SAM Flexible Income Portfolio

Fund Profile | Commentary | Prospectus

SAM Strategic Growth Portfolio

Fund Profile | Commentary | Prospectus

 

Asset allocation/diversification does not guarantee a profit or protect against a loss.

The target date is the approximate date that the investor plans to start withdrawing their money. The funds automatically become more conservative as retirement approaches. Over time, the funds shift from focusing on asset accumulation to generating a high level of current income as investors near their target retirement dates. The principal value of an investment in the fund(s) is not guaranteed at any time, including at the target date.

For important information regarding the glide path used with the Principal LifeTime Funds, please refer to the prospectus.

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