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Bringing order to chaos

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Bringing order to chaos – PowerPoint PPT presentation

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Title: Bringing order to chaos


1
Bringing order to chaos
Solving the investment puzzle
Speaker Name, Title
Principal Funds Distributor, Inc.
Date
2
Chaos
Bringing order to chaos
Fear / Uncertainty about the markets
1
2
Complexity
3
No time
3
Objectives
Bringing order to chaos
Chaos
1
2
Order
3
Solutions
4
Do you notice a pattern here?
Past performance is not a guarantee of future
results. Source Ibbotson Associates. Small value
stocks are represented by the Russell 2000 Growth
Index large value stocks are represented by the
SP 500/Barra Value Index large growth stocks
are represented by the SP 500/Barra Growth
Index mid-cap stocks are represented by the SP
MidCap 400 Index foreign stocks are represented
by the MSCI EAFE Index REITs are represented by
the NAREIT ALL REIT Index high yield bonds are
represented by the Lehman Brothers High-Yield
Index investment-grade bonds are represented by
the Lehman Brothers Aggregate Bond Index. This
material has been obtained from sources
considered reliable. No guarantee can be made as
to its accuracy. Indices are unmanaged and one
cannot invest directly in an index.
5
Smoothing out the ride
Past performance is not a guarantee of future
results. Source Ibbotson Associates. The
diversified portfolio consists of an equal
weighting of each asset class shown. This
material has been obtained from sources
considered reliable. No guarantee can be made as
to its accuracy. Indices are unmanaged and one
cannot invest directly in an index.
6
Spreading out your risk
Bringing order to chaos
  • Diversification
  • Asset Allocation
  • Professional money management

Asset allocation/diversification does not
guarantee a profit or protect against a loss.
Investing in real estate, small-cap,
international, and high-yield investment options
involves additional risks. Please see the
prospectus for more complete information about
these risks.
7
The SAM solution
Bringing order to chaos
The above represents sample allocations for each
of the five SAM Portfolios. These are provided
for illustrative purposes only and may not
reflect current portfolio allocations. Investing
in Fund of Funds may involve higher costs than
investing in an individual mutual fund that
doesnt invest in other mutual funds.
8
The Personal Investment Profile
Bringing order to chaos
13 Questions Determine
Your time horizon Your risk tolerance
The Personal Investment Profile is not intended
to be investment advice and does not constitute a
recommendation to buy or sell securities.
9
Determining your investment time horizon
Bringing order to chaos
10
Determining your risk tolerance
Bringing order to chaos
11
Determining your risk tolerance
Bringing order to chaos
12
Determining your risk tolerance
Bringing order to chaos
13
Determining your risk tolerance
Bringing order to chaos
14
Determining your risk tolerance
Bringing order to chaos
15
Determining your risk tolerance
Bringing order to chaos
16
Determining your risk tolerance
Bringing order to chaos
17
Determining your risk tolerance
Bringing order to chaos
18
Your Personal Investment Profile
Bringing order to chaos
19
Next steps
Bringing order to chaos
Lets make an appointment to
  • Discuss your Personal Investment Profile in
    detail
  • Explore the SAM Portfolio that is right for you

20
This presentation provides commentary by
Principal Funds Distributor, Inc. and should not
be considered individualized investment
advice. Before investing, you should carefully
consider a funds investment objectives, risks,
charges, and expenses. Contact your financial
professional, visit www.principalfunds.com, or
call 800-222-5852 to obtain a prospectus
containing this and other information. Read the
prospectus carefully before investing. 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. Past
performance is not a guarantee of future results.
Asset allocation/diversification does not
guarantee a profit or protect against a loss.
Investing in real estate, small-cap,
international, and high-yield investment options
involves additional risks. Please see the
prospectus for more complete information about
these risks. Principal Investors Fund, 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
Investors Fund, Inc. are collectively referred to
as Principal Funds.
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