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
- 15.74%
- Avg. 5 Year Return
- 6.73%
- 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 PFUMX (78).
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 Finisterre Emerging Markets Total Return... | 78 | — | Jul 2016 | |
| Principal Capital Securities Fund | 76 | — | Mar 2014 | |
| Principal Short-Term Income Fund | 73 | — | Nov 1993 | |
| Principal Equity Income Fund | 71 | — | May 1939 |
Best-Performing Principal Mutual funds Over 5 Years
The top Principal Mutual funds is PINZX (16.38%).
Across the lineup, Principal Mutual funds show an average 1-year return of 15.74% and an average 5-year return of 6.73%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Principal Overseas Fund | 16.38% | — | Sep 2008 | |
| Principal LargeCap Growth Fund I | 15.43% | — | Dec 2000 | |
| Principal Capital Appreciation Fund | 14.07% | — | Nov 1986 | |
| Principal Large Cap S&P 500 Index Fund Institution... | 13.76% | — | Mar 2001 | |
| Principal LargeCap S&P 500 Index Fund | 13.13% | — | Dec 2000 |
Lowest-Cost Principal Mutual funds
The top Principal Mutual funds is LTRIX (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 2045 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 |
Highest-Yield Principal Mutual funds
The top Principal Mutual funds is PBCKX (21.03%).
Across the lineup, Principal Mutual funds show an average dividend yield of 6.34%, 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 | 21.03% | — | Jun 2012 | |
| Principal LargeCap Value Fund III | 19.39% | — | Dec 2000 | |
| Principal LifeTime 2015 Fund | 18.99% | — | Feb 2008 | |
| Principal LargeCap Growth Fund I | 14.30% | — | Dec 2000 | |
| Principal LifeTime 2025 Fund | 11.65% | — | Feb 2008 |
Top Mutual funds Issuers
Fidelity · 969 Mutual fundsBlackRock · 356 Mutual fundsVanguard · 295 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 · 106 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsColumbia · 97 Mutual fundsAmerican Century · 88 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 65 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. FCNTXPCBIX vs. PMEGXPCBIX vs. CMGIXPCBIX vs. SMHPLGIX vs. VOOPLGIX vs. SCHGPLGIX vs. HACAXPLGIX vs. SPXUPLGIX vs. VFIAXCMNWX vs. PRCOXCMNWX vs. SMGIXCMNWX vs. ALBAXCMNWX vs. AWSHXCMNWX vs. MRGAXPBCKX vs. MEGBXPBCKX vs. FZROXPBCKX vs. FCNTXPBCKX vs. VUGPBCKX vs. FELIXLTFIX vs. FXAIXLTFIX vs. WFSPXLTFIX vs. VIGRXLTFIX vs. VOOLTFIX vs. SWMRXPSMIX vs. QDSIXPSMIX vs. GFSYXPSMIX vs. QISPSMIX vs. TMSRXPSMIX vs. JAAAXSACAX vs. PLFIXSACAX vs. LTINXSACAX vs. PFUMXSACAX vs. PLTNXSACAX vs. TPDAXLTRIX vs. LTIUXLTRIX vs. VTIVXLTRIX vs. FHNDXLTRIX vs. FIRMXLTRIX vs. FIJTXPTDIX vs. TRRDXPTDIX vs. FXAIXPTDIX vs. TBLYXPTDIX vs. FFFYXPTDIX vs. JLKYXPSSMX vs. AVUVPSSMX vs. VMVAXPSSMX vs. VSCIXPSSMX vs. VSMAXPSSMX vs. SPSM