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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: Principal

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
PHTJX	Principal LifeTime Hybrid 2035 Fund	Target Retirement Date	Sep 29, 2014	0.05%	4.12%	—	3.14%
PHTMX	Principal LifeTime Hybrid 2015 Fund	Target Retirement Date	Sep 29, 2014	0.05%	0.71%	—	3.32%
PHTNX	Principal LifeTime Hybrid 2030 Fund	Target Retirement Date	Sep 29, 2014	0.05%	2.92%	—	3.22%
PHTQX	Principal LifeTime Hybrid 2025 Fund	Target Retirement Date	Sep 29, 2014	0.05%	2.18%	—	3.34%
PHTTX	Principal LifeTime Hybrid 2020 Fund	Target Retirement Date	Sep 29, 2014	0.05%	1.38%	—	3.31%
PHTUX	Principal LifeTime Hybrid 2050 Fund	Target Retirement Date	Sep 29, 2014	0.05%	7.89%	—	2.67%
PHTYX	Principal LifeTime Hybrid 2045 Fund	Target Retirement Date	Sep 29, 2014	0.05%	6.92%	—	2.79%
PIDIX	Principal International Equity Index Fund	Foreign Large Cap Equities	Dec 30, 2009	0.32%	8.49%	4.62%	3.52%
PINIX	Principal International Fund I	Foreign Large Cap Equities	Dec 29, 2003	0.79%	11.60%	5.34%	2.67%
PINRX	Principal Diversified International Fund	Foreign Large Cap Equities	Dec 6, 2000	1.32%	11.20%	4.91%	1.92%
PINZX	Principal Overseas Fund	Foreign Large Cap Equities	Sep 29, 2008	0.97%	6.29%	4.25%	5.95%
PIPIX	Principal Inflation Protection Fund	Inflation-Protected Bonds	Dec 28, 2004	0.39%	0.26%	1.55%	3.63%
PISMX	Principal International Small Company Fund	Foreign Small & Mid Cap Equities	Dec 30, 2014	1.16%	6.21%	—	1.85%
PLFMX	Principal LargeCap S&P 500 Index Fund	Large Cap Blend Equities	Dec 6, 2000	0.72%	11.25%	12.19%	3.24%
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	Dec 6, 2000	0.67%	11.23%	14.54%	5.36%
PLHHX	Principal LifeTime Hybrid 2065 Fund	Target Retirement Date	Sep 5, 2017	0.05%	7.91%	—	2.39%
PLJIX	Principal LifeTime 2065	Target Retirement Date	Sep 5, 2017	0.05%	7.06%	—	3.29%
PLSIX	Principal LifeTime Strategic Income Fund	Target Retirement Date	Feb 28, 2001	0.02%	0.71%	3.70%	2.50%
PLTHX	Principal LifeTime Hybrid 2060 Fund	Target Retirement Date	Sep 29, 2014	0.05%	7.91%	—	2.50%
PLTNX	Principal LifeTime Hybrid 2055 Fund	Target Retirement Date	Sep 29, 2014	0.05%	7.85%	—	2.58%

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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