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
- 11.62%
- Avg. 5 Year Return
- 6.40%
- Median Risk/Return Score
- 48 / 100
Principal Mutual Funds List
10 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 Core Fixed Income | Intermediate Core Bond | Dec 15, 1975 | 0.74% | -1.20% | 1.36% | 3.51% | 14 | ||||||||
| Principal High Yield Fund | High Yield Bonds | Apr 8, 1998 | 0.91% | 0.87% | 4.73% | 6.67% | 41 | ||||||||
| Principal Core Plus Bond Fund | Intermediate Core-Plus Bond | Dec 6, 2000 | 0.78% | -0.87% | 1.42% | 4.30% | 16 | ||||||||
| Principal Finisterre Emerging Markets Total Return... | Emerging Markets Bonds | Jul 10, 2016 | 0.84% | 1.72% | — | 5.64% | 74 | ||||||||
| Principal Inflation Protection Fund | Inflation-Protected Bonds | Dec 28, 2004 | 0.39% | 0.39% | 2.23% | 4.68% | 22 | ||||||||
| Principal Opportunistic Municipal Fund | High Yield Muni | Jun 13, 2012 | 0.84% | 1.39% | 2.23% | 4.56% | 92 | ||||||||
| Principal Bond Market Index Fund | Intermediate Core Bond | Dec 30, 2009 | 0.15% | -0.59% | 1.22% | 4.04% | 19 | ||||||||
| Principal Tax-Exempt Bond Fund | Municipal Bonds | Jan 2, 1977 | 0.73% | -0.14% | 1.74% | 3.90% | 68 | ||||||||
| Principal California Municipal Fund | Municipal Bonds | Jul 24, 1989 | 0.72% | 0.08% | 1.66% | 3.54% | 71 | ||||||||
| Principal Short-Term Income Fund | Short-Term Bond | Nov 1, 1993 | 0.65% | 0.73% | 2.16% | 3.79% | 87 |
Explore top Principal Mutual Fund Categories and Asset Classes
Principal Multi-Asset Mutual fundsPrincipal Equity Mutual fundsPrincipal Bond Mutual fundsPrincipal Real Estate Mutual fundsPrincipal Preferred Stock 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 (95) and PMOAX (92).
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 | 95 | — | Oct 2011 | |
| Principal Opportunistic Municipal Fund | 92 | — | Jun 2012 | |
| Principal Short-Term Income Fund | 87 | — | Nov 1993 | |
| Principal Diversified Real Asset Fund | 83 | — | Mar 2010 | |
| Principal Capital Securities Fund | 77 | — | Mar 2014 |
Best-Performing Principal Mutual funds Over 5 Years
The top Principal Mutual funds is PINZX (16.34%).
Across the lineup, Principal Mutual funds show an average 1-year return of 11.62% and an average 5-year return of 6.40%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Principal Overseas Fund | 16.34% | — | Sep 2008 | |
| Principal LargeCap Growth Fund I | 13.68% | — | Dec 2000 | |
| Principal MidCap Value Fund I | 12.82% | — | Dec 2003 | |
| Principal Capital Appreciation Fund | 12.80% | — | Nov 1986 | |
| Principal Large Cap S&P 500 Index Fund Institution... | 12.68% | — | Mar 2001 |
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 2045 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 |
Highest-Yield Principal Mutual funds
The top Principal Mutual funds is PBCKX (21.11%).
Across the lineup, Principal Mutual funds show an average dividend yield of 6.37%, 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 | 21.11% | — | Jun 2012 | |
| Principal LargeCap Value Fund III | 19.10% | — | Dec 2000 | |
| Principal LifeTime 2015 Fund | 18.99% | — | Feb 2008 | |
| Principal LargeCap Growth Fund I | 14.56% | — | Dec 2000 | |
| Principal LifeTime 2025 Fund | 11.74% | — | Feb 2008 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PTEAX vs. BATVXPTEAX vs. PMDIXPTEAX vs. SACAXPTEAX vs. PHTYXPTEAX vs. PLTNXCPHYX vs. BCAAXCPHYX vs. VCRBCPHYX vs. DGROCPHYX vs. FAGIXCPHYX vs. CCLFXPFUMX vs. SACAXPFUMX vs. DLENXPFUMX vs. DBLEXPFUMX vs. EELDXPFUMX vs. DEDIXPBMPX vs. SSAFXPBMPX vs. MCFIXPBMPX vs. PAAAPBMPX vs. PBCKXPBMPX vs. LCTIXCMPIX vs. ONEQCMPIX vs. ACWICMPIX vs. DGROCMPIX vs. FSMOXCMPIX vs. DUTMXPNIIX vs. RBFFXPNIIX vs. RIBIXPNIIX vs. CFBNXPNIIX vs. QDVBXPNIIX vs. CLDAXSRCMX vs. PBCKXSRCMX vs. LTFIXSRCMX vs. SACAXSRCMX vs. CMNWXSRCMX vs. PMDIXSRHQX vs. PBCKXSRHQX vs. CMNWXSRHQX vs. PLGIXSRHQX vs. PLTNXSRHQX vs. PMDIXPIPIX vs. VCTPXPIPIX vs. APOIXPIPIX vs. VTIPXPIPIX vs. FSPWXPIPIX vs. EIRRXPMOAX vs. CMNWXPMOAX vs. LTFIXPMOAX vs. PSSMXPMOAX vs. PBCKXPMOAX vs. PLTNX