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
- 16.67%
- Avg. 5 Year Return
- 6.69%
- Median Risk/Return Score
- 52 / 100
Principal Mutual Funds List
3 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 Real Estate Securities Fund Institutiona... | REIT | Dec 6, 2000 | 0.86% | 12.42% | 6.68% | 2.34% | 13 | ||||||||
| Principal Global Real Estate Securities Fund | REIT | Sep 30, 2007 | 0.94% | 7.43% | 4.18% | 2.45% | 11 | ||||||||
| Principal Real Estate Securities Fund | REIT | Dec 6, 2000 | 1.37% | 12.18% | 6.16% | 1.94% | 12 |
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 (80).
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... | 80 | — | Jul 2016 | |
| Principal Diversified Real Asset Fund | 78 | — | Mar 2010 | |
| Principal Short-Term Income Fund | 77 | — | Nov 1993 | |
| Principal Capital Securities Fund | 75 | — | Mar 2014 |
Best-Performing Principal Mutual funds Over 5 Years
The top Principal Mutual funds is PLGIX (17.50%).
Across the lineup, Principal Mutual funds show an average 1-year return of 16.67% and an average 5-year return of 6.69%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Principal LargeCap Growth Fund I | 17.50% | — | Dec 2000 | |
| Principal Overseas Fund | 15.46% | — | Sep 2008 | |
| Principal Capital Appreciation Fund | 14.63% | — | Nov 1986 | |
| Principal Large Cap S&P 500 Index Fund Institution... | 14.16% | — | Mar 2001 | |
| Principal LargeCap S&P 500 Index Fund | 13.53% | — | Dec 2000 |
Lowest-Cost Principal Mutual funds
The top Principal Mutual funds is LTFIX (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 2055 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 |
Highest-Yield Principal Mutual funds
The top Principal Mutual funds is PBCKX (20.06%).
Across the lineup, Principal Mutual funds show an average dividend yield of 6.19%, 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 | 20.06% | — | Jun 2012 | |
| Principal LargeCap Value Fund III | 19.32% | — | Dec 2000 | |
| Principal LargeCap Growth Fund I | 13.78% | — | Dec 2000 | |
| Principal LifeTime 2025 Fund | 11.61% | — | Feb 2008 | |
| Principal LifeTime 2015 Fund | 11.46% | — | Feb 2008 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.