Principal SAM Flexible Income Portfolio R5 is a multi-asset mutual fund designed to deliver a high level of total return, primarily through income generation and selective capital appreciation. As a Conservative Allocation fund, its core strategy is diversified asset allocation, investing between 55% and 95% of its assets in fixed-income funds and smaller allocations in equity funds to balance growth potential with capital preservation. This approach seeks to deliver steady income while maintaining a lower level of principal risk compared to more aggressive balanced or equity funds. The portfolio leverages underlying investments spanning domestic and international bonds, and to a lesser extent, equities, offering exposure across various sectors and global markets. Its role in the financial market is to serve investors seeking a prudent blend of income and moderate growth, often appealing to those approaching retirement or desiring reduced portfolio volatility. Managed by multiple experienced sub-advisors under Principal Global Investors, the portfolio is structured to adjust its allocations in response to changes in market conditions, aiming for stable performance under diverse economic environments.
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