Principal Mutual Funds List
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
- 65
- Avg. Expense Ratio
- 0.51%
- Avg. 1 Year Return
- 13.20%
- Avg. 5 Year Return
- 6.59%
- Median Risk/Return Score
- 52 / 100
Principal Mutual Funds List
65 results
Explore top Principal Mutual Fund Categories and Asset Classes
Principal Multi-Asset Mutual fundsPrincipal Equity Mutual fundsPrincipal Bond Mutual fundsPrincipal Real Estate Mutual fundsPrincipal Alternatives Mutual fundsPrincipal Target Retirement Date Mutual fundsPrincipal Foreign Large Cap Equities Mutual fundsPrincipal REIT Mutual fundsPrincipal Diversified Portfolio Mutual fundsPrincipal Intermediate Core Bond 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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5 Years
Best Principal Mutual funds by Risk/Return Score
The top Principal Mutual funds by PortfoliosLab Risk/Return Score are PSMIX (96) and PMOAX (89).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Principal Global Multi-Strategy Fund | 96 | — | Oct 2011 | |
| Principal Opportunistic Municipal Fund | 89 | — | Jun 2012 | |
| Principal Short-Term Income Fund | 86 | — | Nov 1993 | |
| Principal Capital Securities Fund | 79 | — | Mar 2014 | |
| Principal Finisterre Emerging Markets Total Return... | 78 | — | Jul 2016 |
Best-Performing Principal Mutual funds Over 5 Years
The top Principal Mutual funds is PINZX (16.23%).
Across the lineup, Principal Mutual funds show an average 1-year return of 13.20% and an average 5-year return of 6.59%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Principal Overseas Fund | 16.23% | — | Sep 2008 | |
| Principal LargeCap Growth Fund I | 14.71% | — | Dec 2000 | |
| Principal Capital Appreciation Fund | 13.38% | — | Nov 1986 | |
| Principal Large Cap S&P 500 Index Fund Institution... | 13.19% | — | Mar 2001 | |
| Principal MidCap Value Fund I | 12.94% | — | Dec 2003 |
Lowest-Cost Principal Mutual funds
The top Principal Mutual funds is PPLIX (0.01%).
With an average expense ratio of 0.51%, 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 |
|---|---|---|---|---|
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 |
Highest-Yield Principal Mutual funds
The top Principal Mutual funds is PBCKX (20.32%).
Across the lineup, Principal Mutual funds show an average dividend yield of 6.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Principal Blue Chip Fund | 20.32% | — | Jun 2012 | |
| Principal LifeTime 2015 Fund | 18.99% | — | Feb 2008 | |
| Principal LargeCap Value Fund III | 18.96% | — | Dec 2000 | |
| Principal LargeCap Growth Fund I | 14.30% | — | Dec 2000 | |
| Principal LifeTime 2025 Fund | 11.70% | — | Feb 2008 |
Top Mutual funds Issuers
Fidelity · 969 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 124 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsVoya · 98 Mutual fundsColumbia · 97 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 88 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 64 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual fundsAllspring Global Investments · 54 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PCBIX vs. FBGRXPCBIX vs. PMEGXPCBIX vs. FCNTXPCBIX vs. CMGIXPCBIX vs. SMHPLGIX vs. VOOPLGIX vs. HACAXPLGIX vs. SCHGPLGIX vs. SPXUPLGIX vs. PMYYXCMNWX vs. PRCOXCMNWX vs. ALBAXCMNWX vs. SMGIXCMNWX vs. AWSHXCMNWX vs. MRGAXLTFIX vs. FXAIXLTFIX vs. WFSPXLTFIX vs. VIGRXLTFIX vs. VOOLTFIX vs. SWMRXPBCKX vs. MEGBXPBCKX vs. FZROXPBCKX vs. FCNTXPBCKX vs. FELIXPBCKX vs. VUGPSMIX vs. QDSIXPSMIX vs. GFSYXPSMIX vs. QISPSMIX vs. TMSRXPSMIX vs. JAAAXSACAX vs. PLFIXSACAX vs. LTINXSACAX vs. PFUMXSACAX vs. PLTNXSACAX vs. PTEAXPMTIX vs. FRIMXPMTIX vs. PBRNXPMTIX vs. PLTHXPMTIX vs. PHTUXPMTIX vs. TBLGXLTRIX vs. LTIUXLTRIX vs. VTIVXLTRIX vs. FHNDXLTRIX vs. FIRMXLTRIX vs. FIJTXPTDIX vs. TRRDXPTDIX vs. FXAIXPTDIX vs. TBLYXPTDIX vs. JLKYXPTDIX vs. JRLVX