The model portfolios are not registered investment products but, rather, are model strategies that track hypothetical allocations to the underlying mutual funds and ETFs. The model portfolios are theoretical portfolios and do not represent any specific account, pooled investment vehicle or investable securities managed by Principal.
This material covers general information only and does not take account of any investor’s investment objectives or financial situation and should not be construed as specific investment advice, a recommendation, or be relied on in any way as a guarantee, promise, forecast or prediction of future events regarding an investment or the markets in general. The opinions and predictions expressed are subject to change without prior notice. The information presented has been derived from sources believed to be accurate; however, we do not independently verify or guarantee its accuracy or validity.
Subject to any contrary provisions of applicable law, the investment manager and its affiliates, and their officers, directors, employees, agents, disclaim any express or implied warranty of reliability or accuracy and any responsibility arising in any way (including by reason of negligence) for errors or omissions in the information or data provided.
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Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC.
The subject matter in this communication is provided with the understanding that Principal® is not rendering legal, accounting or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
Asset allocation and diversification do not ensure a profit or protect against a loss.
Investing involves risk, including possible loss of principal.
05/2023 | 2885167-052024