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Principal Strategic Asset Management (SAM) Portfolios


Why SAM?

With the Strategic Asset Management (SAM) Portfolios, you can efficiently deliver an institutional-style, active asset allocation approach to your clients. Like most institutional investments, SAM focuses on risk management and seeks to maximize returns at a given amount of risk.

Investors can benefit from the proven proprietary active asset allocation process of the SAM Portfolios. First launched in 1996, the five actively managed, target-risk Portfolios span the efficient frontier and have consistently generated the results you and your clients are looking for*.

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Represents sample allocations. Current allocations may differ.

Asset Allocation Alpha

With one of the longest track records in the industry, the Principal SAM Portfolios offer a time-tested asset allocation solution. The Asset Allocation Team at Edge Asset Management implements a process that looks to add alpha to help your clients meet their long-term objectives. Building on a disciplined, long-term asset allocation policy, they constantly monitor markets and relative asset class valuations, making strategic and tactical moves across:

  • Equity-to-bond ratios
  • Equity style and capitalization
  • Relative duration and credit quality

Investment Options

The five target-risk SAM Portfolios are diversified among upwards of 24 underlying funds that encompass 27 available traditional and alternative asset classes.

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


Global Investment Management, Asset Allocation Expertise, Retirement Leadership

*Past performance is no guarantee of future results.

To obtain a prospectus, download online or call The Principal® at 1.800.986.3343

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 The Principal® at 1.800.986.3343.

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.

The Investment Advisor will display "Multiple Sub-Advisors" for certain target-date or target-risk investment options where the assets are directed by the Investment Manager to multiple underlying investment options. These underlying investment options may use multiple sub-advisors who are responsible for the day-to-day management responsibilities.

Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.

Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency


Client Features

Introduce your clients to the benefits of an institutional-style approach to asset allocation:

  • Broad diversification in core and alternatives
  • Long track record
  • Multiple sub-advisors
  • Active, risk-focused management

Get Started Today

Call 800.986.3343 for asset allocation assistance.


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