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.
- Number of Funds
- 6
- Avg. Expense Ratio
- 0.66%
- Avg. 1 Year Return
- 9.80%
- Avg. 5 Year Return
- 5.16%
- Median Risk/Return Score
- 46 / 100
Principal Funds Mutual Funds List
6 results
| 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% | 0.31% | 0.60% | 3.60% | 22 | ||||||||
| Principal Diversified Select Real Asset Fund | Global Allocation | Jul 2, 2019 | 1.20% | 4.81% | — | 1.77% | 93 | ||||||||
| Principal Diversified Income Fund | Multisector Bonds | Dec 14, 2008 | 0.68% | -0.44% | 4.01% | 5.83% | 16 | ||||||||
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | Feb 2, 2001 | 0.38% | 11.43% | 15.32% | 2.47% | 73 | ||||||||
| Principal LifeTime Hybrid 2030 Fund R-6 | Target Retirement Date | Sep 30, 2014 | 0.33% | 6.82% | 8.76% | 4.36% | 71 | ||||||||
| Principal MidCap R6 | Mid Cap Growth Equities | Nov 22, 2016 | 0.60% | -6.83% | — | 6.23% | 1 |
Explore top Principal Funds Mutual Fund Categories and Asset Classes
Principal Funds Bond Mutual fundsPrincipal Funds Equity Mutual fundsPrincipal Funds Multi-Asset Mutual fundsPrincipal Funds Global Allocation Mutual fundsPrincipal Funds Government Bonds Mutual fundsPrincipal Funds Mid Cap Growth Equities Mutual fundsPrincipal Funds Multisector Bonds Mutual fundsPrincipal Funds 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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5 Years
Best Principal Funds Mutual funds by Risk/Return Score
The top Principal Funds Mutual funds by PortfoliosLab Risk/Return Score are PDSYX (93) and PLSAX (73).
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 Diversified Select Real Asset Fund | 93 | — | Jul 2019 | |
| Principal LargeCap S&P 500 Index Fund Class A | 73 | — | Feb 2001 | |
| Principal LifeTime Hybrid 2030 Fund R-6 | 71 | — | Sep 2014 | |
| Principal Government & High Quality Bond Fund | 22 | — | May 1984 | |
| Principal Diversified Income Fund | 16 | — | Dec 2008 |
Best-Performing Principal Funds Mutual funds Over 5 Years
The top Principal Funds Mutual funds is PLSAX (14.07%).
Across the lineup, Principal Funds Mutual funds show an average 1-year return of 9.80% and an average 5-year return of 5.16%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Class A | 14.07% | — | Feb 2001 | |
| Principal LifeTime Hybrid 2030 Fund R-6 | 6.47% | — | Sep 2014 | |
| Principal MidCap R6 | 5.26% | — | Nov 2016 | |
| Principal Diversified Select Real Asset Fund | 3.61% | — | Jul 2019 | |
| Principal Diversified Income Fund | 2.03% | — | Dec 2008 |
Lowest-Cost Principal Funds Mutual funds
The top Principal Funds Mutual funds is PLZTX (0.33%).
With an average expense ratio of 0.66%, Principal Funds 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 Hybrid 2030 Fund R-6 | 0.33% | — | Sep 2014 | |
| Principal LargeCap S&P 500 Index Fund Class A | 0.38% | — | Feb 2001 | |
| Principal MidCap R6 | 0.60% | — | Nov 2016 | |
| Principal Diversified Income Fund | 0.68% | — | Dec 2008 | |
| Principal Government & High Quality Bond Fund | 0.78% | — | May 1984 |
Highest-Yield Principal Funds Mutual funds
The top Principal Funds Mutual funds is PMAQX (6.23%).
Across the lineup, Principal Funds Mutual funds show an average dividend yield of 4.04%, 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 MidCap R6 | 6.23% | — | Nov 2016 | |
| Principal Diversified Income Fund | 5.83% | — | Dec 2008 | |
| Principal LifeTime Hybrid 2030 Fund R-6 | 4.36% | — | Sep 2014 | |
| Principal Government & High Quality Bond Fund | 3.60% | — | May 1984 | |
| Principal LargeCap S&P 500 Index Fund Class A | 2.47% | — | Feb 2001 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PLSAX vs. VOOPLSAX vs. FXAIXPLSAX vs. SPYPLSAX vs. VTIPLSAX vs. RPMGXPMAQX vs. CGMSPMAQX vs. JPREPMAQX vs. IWRPMAQX vs. SCHMPMAQX vs. FSKGXPDSYX vs. CIBFXPDSYX vs. CENTXPDSYX vs. JNSMXPDSYX vs. FFAAXPDSYX vs. TRXAXPGDIX vs. ONEQPGDIX vs. FSKAXPGDIX vs. CBLDXPGDIX vs. VTVPGDIX vs. DBSCXPLZTX vs. FCQTXPLZTX vs. FFFAXPLZTX vs. PDAHXPLZTX vs. FFFCXPLZTX vs. FFGZXCMPGX vs. QQQCMPGX vs. FEUGXCMPGX vs. FUTBXCMPGX vs. RFBAXCMPGX vs. FBLTX