Not exact matches
The
investment return and
principal value of the Funds may fluctuate or deviate from overall market returns to a greater degree
than other funds that do not employ these strategies.
However, if the Account Owner purchases Class C Units of an
Investment Portfolio (
other than the
Principal Plus Portfolio) and later exchanges those Units for Class C Units of the
Principal Plus Interest Portfolio, and then subsequently redeems the Units of the
Principal Plus Interest Portfolio within 6 months of the original purchase, a CDSC will apply.
The prices of short - term Treasuries such as T - bills have historically been more stable
than many
other stock and bond
investments, as a result they tend to be a popular choice for preserving
principal.
The lawsuit alleges
Principal used proprietary
investment vehicles, rather
than other investment vehicles, and share classes with higher fees for the underlying TDF
investments, to produce more income for itself and its subsidiaries.
This faster repayment of
principal and the reduced term make GEMs more attractive to investors and lenders
than other fixed - rate
investments.