Principal Funds Mutual Funds List
Here you can find all mutual funds issued by Principal Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Principal Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Government & High Quality Bond Fund | Government Bonds | May 3, 1984 | 0.78% | 0.03% | 0.61% | 3.23% | 37 | ||||||||
| Principal Diversified Select Real Asset Fund | Global Allocation | Jul 2, 2019 | 1.20% | 3.75% | — | 1.78% | 84 | ||||||||
| Principal Diversified Income Fund | Multisector Bonds | Dec 14, 2008 | 0.68% | -2.02% | 4.09% | 5.87% | 23 | ||||||||
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | Feb 2, 2001 | 0.38% | -4.39% | 13.75% | 2.88% | 57 | ||||||||
| Principal LifeTime Hybrid 2030 Fund R-6 | Target Retirement Date | Sep 30, 2014 | 0.33% | -0.90% | 8.17% | 4.70% | 70 | ||||||||
| Principal MidCap R6 | Mid Cap Growth Equities | Nov 22, 2016 | 0.60% | -11.07% | — | 6.52% | 1 |
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