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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: Principal

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	Nov 24, 1986	0.80%	8.57%	12.39%	0.65%
CMPIX	Principal Core Fixed Income	Intermediate Core Bond	Dec 15, 1975	0.74%	-3.21%	1.16%	3.07%
CPHYX	Principal High Yield Fund	High Yield Bonds	Apr 8, 1998	0.91%	0.31%	3.99%	5.89%
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	Feb 28, 2008	0.01%	2.88%	8.22%	3.97%
LTINX	Principal LifeTime 2015 Fund	Target Retirement Date	Feb 28, 2008	0.02%	-2.21%	4.66%	4.70%
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	Feb 28, 2008	0.01%	0.32%	6.97%	4.06%
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	Feb 28, 2008	0.01%	2.27%	7.84%	4.08%
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-0.99%	5.92%	4.18%
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	Jun 14, 2012	0.66%	7.56%	15.11%	0.00%
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	Dec 6, 2000	0.78%	-3.43%	1.15%	3.51%
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	Dec 6, 2000	0.67%	5.32%	12.32%	2.38%
PCSFX	Principal Capital Securities Fund	Preferred Stock/Convertible Bonds	Mar 13, 2014	0.00%	3.41%	4.49%	5.65%
PDRDX	Principal Diversified Real Asset Fund	Global Allocation	Mar 15, 2010	0.83%	0.67%	2.28%	2.60%
PEDGX	Principal Edge MidCap Fund	Mid Cap Blend Equities	Sep 28, 2015	0.84%	-1.69%	—	1.81%
PESSX	Principal Global Emerging Markets Fund	Emerging Markets Diversified	Dec 5, 2000	1.50%	4.63%	2.60%	1.69%
PFUMX	Principal Finisterre Emerging Markets Total Return...	Emerging Markets Bonds	Jul 10, 2016	0.84%	1.18%	—	7.47%
PGRTX	Principal SmallCap Growth Fund I	Small Cap Growth Equities	Dec 6, 2000	0.94%	-0.14%	9.41%	0.00%
PGWIX	Principal MidCap Growth Fund Institutional Class	Mid Cap Growth Equities	Mar 1, 2001	0.75%	3.01%	10.36%	0.00%
PHPPX	Principal MidCap Growth Fund	Mid Cap Growth Equities	Dec 6, 2000	0.92%	3.01%	10.41%	0.00%
PHTFX	Principal LifeTime Hybrid Income Fund	Target Retirement Date	Sep 29, 2014	0.05%	-2.35%	—	3.56%

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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