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
27 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 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.
Loading charts...
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
Fidelity · 970 Mutual fundsBlackRock · 357 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 158 Mutual fundsJPMorgan · 125 Mutual fundsPIMCO · 125 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsVoya · 99 Mutual fundsColumbia · 97 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsHartford · 69 Mutual fundsFederated · 68 Mutual fundsJanus Henderson · 65 Mutual fundsTIAA Investments · 64 Mutual fundsCharles Schwab · 63 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.
LTFIX vs. FXAIXLTFIX vs. VIGRXLTFIX vs. WFSPXLTFIX vs. VOOLTFIX vs. SWMRXSACAX vs. PLFIXSACAX vs. LTINXSACAX vs. PFUMXSACAX vs. PTEAXSACAX vs. TPDAXPTDIX vs. TRRDXPTDIX vs. TBLYXPTDIX vs. FXAIXPTDIX vs. JLKYXPTDIX vs. DRIWXLTRIX vs. VTIVXLTRIX vs. FHNDXLTRIX vs. FIRMXLTRIX vs. FIJTXLTRIX vs. FYTKXPMTIX vs. FRIMXPMTIX vs. PBRNXPMTIX vs. PHTUXPMTIX vs. FFFYXPMTIX vs. TBLGXPLTZX vs. VOOPLTZX vs. JLKYXPLTZX vs. PLWIXPLTZX vs. AAAMXPLTZX vs. FHNDXLTIUX vs. VTTHXLTIUX vs. TBLGXLTIUX vs. TBLEXLTIUX vs. FIRFXLTIUX vs. FSNQXPLTNX vs. FXAIXPLTNX vs. PHTUXPLTNX vs. SWPPXPLTNX vs. PTEAXPLTNX vs. DFLVXPPLIX vs. ONEQPPLIX vs. OEFPPLIX vs. VOOPPLIX vs. VTIPPLIX vs. LTSTXPLTHX vs. VOOPLTHX vs. FRAMXPLTHX vs. FRHMXPLTHX vs. JRLVXPLTHX vs. FRIMX