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
- 71
- Avg. Expense Ratio
- 0.52%
- Avg. 1 Year Return
- 13.64%
- Avg. 5 Year Return
- 6.37%
- Median Risk/Return Score
- 53 / 100
Principal Mutual Funds List
71 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 Mid Cap Growth Equities Mutual fundsPrincipal REIT Mutual fundsPrincipal 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 Mutual funds by Risk/Return Score
The top Principal Mutual funds by PortfoliosLab Risk/Return Score are PSMIX (97) and PDSYX (97).
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 | 97 | — | Oct 2011 | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | |
| Principal Diversified Real Asset Fund | 87 | — | Mar 2010 | |
| Principal Opportunistic Municipal Fund | 85 | — | Jun 2012 | |
| Principal Equity Income Fund | 84 | — | May 1939 |
Best-Performing Principal Mutual funds Over 5 Years
The top Principal Mutual funds is PINZX (17.02%).
Across the lineup, Principal Mutual funds show an average 1-year return of 13.64% and an average 5-year return of 6.37%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Principal Overseas Fund | 17.02% | — | Sep 2008 | |
| Principal LargeCap Growth Fund I | 14.05% | — | Dec 2000 | |
| Principal Capital Appreciation Fund | 13.04% | — | Nov 1986 | |
| Principal Large Cap S&P 500 Index Fund Institution... | 13.01% | — | Mar 2001 | |
| Principal LargeCap S&P 500 Index Fund Class A | 12.75% | — | Feb 2001 |
Lowest-Cost Principal Mutual funds
The top Principal Mutual funds is PLWIX (0.01%).
With an average expense ratio of 0.52%, 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 2020 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 |
Highest-Yield Principal Mutual funds
The top Principal Mutual funds is PBCKX (19.94%).
Across the lineup, Principal Mutual funds show an average dividend yield of 6.08%, 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 | 19.94% | — | Jun 2012 | |
| Principal LifeTime 2015 Fund | 18.99% | — | Feb 2008 | |
| Principal LargeCap Value Fund III | 18.55% | — | Dec 2000 | |
| Principal LargeCap Growth Fund I | 14.54% | — | Dec 2000 | |
| Principal LifeTime 2025 Fund | 11.65% | — | Feb 2008 |
Top Mutual funds Issuers
Fidelity · 975 Mutual fundsBlackRock · 352 Mutual fundsVanguard · 295 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual fundsSEI · 56 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PCBIX vs. FBGRXPCBIX vs. PMEGXPCBIX vs. FCNTXPCBIX vs. CMGIXPCBIX vs. SMHPLSAX vs. VOOPLSAX vs. FXAIXPLSAX vs. SPYPLSAX vs. VTIPLSAX vs. RPMGXPLGIX vs. VOOPLGIX vs. HACAXPLGIX vs. SCHGPLGIX vs. SPXUPLGIX vs. PMYYXPMAQX vs. CGMSPMAQX vs. JPREPMAQX vs. IWRPMAQX vs. FSKGXPMAQX vs. SCHMLTFIX vs. FXAIXLTFIX vs. VIGRXLTFIX vs. WFSPXLTFIX vs. VOOLTFIX vs. SWMRXCMNWX vs. PRCOXCMNWX vs. ALBAXCMNWX vs. SMGIXCMNWX vs. AWSHXCMNWX vs. MRGAXPBCKX vs. MEGBXPBCKX vs. FELIXPBCKX vs. FZROXPBCKX vs. FCNTXPBCKX vs. VUGPSMIX vs. QDSIXPSMIX vs. GFSYXPSMIX vs. QISPSMIX vs. TMSRXPSMIX vs. JAAAXLTRIX vs. LTIUXLTRIX vs. VTIVXLTRIX vs. FHNDXLTRIX vs. FIRMXLTRIX vs. FIJTXPTDIX vs. TRRDXPTDIX vs. TBLYXPTDIX vs. FXAIXPTDIX vs. JLKYXPTDIX vs. DRIWX