Flexible investment options to match your comfort level
Principal Path for Income guides you toward a model that matches your personal investment risk tolerance and need for retirement income with the potential for long-term capital growth. Yet, it's still flexible to match your comfort level and knowledge of investing.
Built-in flexibility to match your comfort level
Once you've determined which Path for Income asset allocation model best suits
your retirement planning needs, you select mutual funds that correspond to the
asset classes indicated. You may:
- Choose from a well-balanced Select model that leaves the selection process to us
- Build your own by specifying which mutual funds you want to represent each asset class
- Use the tailored Principal Trailblazer option, which allows you to select the funds in which you'd like to invest, as well as the percentage to invest in each.
Before investing in mutual funds, investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other information is contained in the free prospectus, which can be obtained by:
- Calling 1.800.222.5852 and requesting a prospectus (all share classes)
- Downloading a prospectus (A, B & C shares)
- Downloading a prospectus (J shares)
- Requesting a prospectus be mailed to you (A, B & C shares)
- Requesting a prospectus be mailed to you (J shares)
Please read the prospectus carefully before investing. See the mutual fund section of our site for a description of the different share classes.
