Principal Mutual Funds List

Documentation

Here you can find all mutual funds issued by Principal and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds: 71
Avg. Expense Ratio: 0.52%
Avg. 1 Year Return: 13.64%
Avg. 5 Year Return: 6.37%
Median Risk/Return Score: 53 / 100

71 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	Nov 24, 1986	0.80%	8.52%	15.01%	8.06%	39
CMPGX	Principal Government & High Quality Bond Fund	Government Bonds	May 3, 1984	0.78%	-1.16%	0.38%	3.38%	15
CMPIX	Principal Core Fixed Income	Intermediate Core Bond	Dec 15, 1975	0.74%	-1.20%	1.35%	3.22%	10
CPHYX	Principal High Yield Fund	High Yield Bonds	Apr 8, 1998	0.91%	0.71%	4.76%	6.12%	32
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	Feb 28, 2008	0.01%	9.10%	11.35%	8.00%	47
LTINX	Principal LifeTime 2015 Fund	Target Retirement Date	Feb 28, 2008	0.02%	—	—	18.99%	—
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	Feb 28, 2008	0.01%	6.10%	9.35%	8.51%	46
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	Feb 28, 2008	0.01%	8.14%	10.78%	8.61%	47
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	Feb 28, 2008	0.01%	4.65%	7.81%	11.65%	48
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	Jun 14, 2012	0.66%	0.00%	16.15%	19.94%	3
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	Dec 6, 2000	0.78%	-0.92%	1.38%	4.35%	13
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	Dec 6, 2000	0.67%	-4.46%	11.86%	6.09%	1
PCSFX	Principal Capital Securities Fund	Preferred Stock	Mar 13, 2014	0.00%	1.37%	5.23%	5.82%	74
PDRDX	Principal Diversified Real Asset Fund	Global Allocation	Mar 15, 2010	0.83%	12.95%	6.35%	3.66%	87
PDSYX	Principal Diversified Select Real Asset Fund	Global Allocation	Jul 2, 2019	1.20%	5.48%	—	1.55%	97
PEMGX	Principal MidCap Fund Class A	Mid Cap Blend Equities	Jun 28, 2005	0.91%	-4.59%	11.59%	6.41%	1
PFUMX	Principal Finisterre Emerging Markets Total Return...	Emerging Markets Bonds	Jul 10, 2016	0.84%	2.04%	—	5.69%	76
PGDIX	Principal Diversified Income Fund	Multisector Bonds	Dec 14, 2008	0.68%	-0.82%	3.65%	5.94%	10
PGRTX	Principal SmallCap Growth Fund I	Small Cap Growth Equities	Dec 6, 2000	0.94%	18.13%	13.33%	7.78%	45
PHTFX	Principal LifeTime Hybrid Income Fund	Target Retirement Date	Sep 29, 2014	0.05%	4.11%	4.90%	4.36%	68

Explore top Principal Mutual Fund Categories and Asset Classes

Principal Multi-Asset Mutual funds Principal Equity Mutual funds Principal Bond Mutual funds Principal Real Estate Mutual funds Principal Preferred Stock Mutual funds Principal Target Retirement Date Mutual funds Principal Foreign Large Cap Equities Mutual funds Principal Mid Cap Growth Equities Mutual funds Principal REIT Mutual funds Principal S&P 500 Mutual funds

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Principal Mutual funds by Risk/Return Score

The top Principal Mutual funds by PortfoliosLab Risk/Return Score are PSMIX (97) and PDSYX (97). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
PSMIX	Principal Global Multi-Strategy Fund	97	—	Oct 2011
PDSYX	Principal Diversified Select Real Asset Fund	97	—	Jul 2019
PDRDX	Principal Diversified Real Asset Fund	87	—	Mar 2010
PMOAX	Principal Opportunistic Municipal Fund	85	—	Jun 2012
PQIAX	Principal Equity Income Fund	84	—	May 1939

Best-Performing Principal Mutual funds Over 5 Years

The top Principal Mutual funds is PINZX (17.02%). Across the lineup, Principal Mutual funds show an average 1-year return of 13.64% and an average 5-year return of 6.37%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
PINZX	Principal Overseas Fund	17.02%	—	Sep 2008
PLGIX	Principal LargeCap Growth Fund I	14.05%	—	Dec 2000
CMNWX	Principal Capital Appreciation Fund	13.04%	—	Nov 1986
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	13.01%	—	Mar 2001
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	12.75%	—	Feb 2001

Lowest-Cost Principal Mutual funds

The top Principal Mutual funds is PLWIX (0.01%). With an average expense ratio of 0.52%, Principal Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008

Highest-Yield Principal Mutual funds

The top Principal Mutual funds is PBCKX (19.94%). Across the lineup, Principal Mutual funds show an average dividend yield of 6.08%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
PBCKX	Principal Blue Chip Fund	19.94%	—	Jun 2012
LTINX	Principal LifeTime 2015 Fund	18.99%	—	Feb 2008
PLVIX	Principal LargeCap Value Fund III	18.55%	—	Dec 2000
PLGIX	Principal LargeCap Growth Fund I	14.54%	—	Dec 2000
LTSTX	Principal LifeTime 2025 Fund	11.65%	—	Feb 2008

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.