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.

Issuer is Principal

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	Feb 28, 2013	0.01%	-5.21%	10.23%	8.79%	39
PLVIX	Principal LargeCap Value Fund III	Large Cap Value Equities	Dec 6, 2000	0.70%	-2.25%	10.80%	21.88%	24
PLWIX	Principal LifeTime 2020 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-2.23%	6.86%	10.31%	57
PMBMX	Principal MidCap Fund	Mid Cap Growth Equities	Dec 6, 2000	1.15%	-13.05%	11.02%	7.37%	1
PMDIX	Principal Small-MidCap Dividend Income Fund	Mid Cap Value Equities	Jun 6, 2011	0.85%	1.44%	9.40%	3.15%	32
PMFMX	Principal MidCap S&P 400 Index Fund	Mid Cap Blend Equities	Dec 6, 2000	0.73%	-0.54%	10.81%	8.25%	29
PMOAX	Principal Opportunistic Municipal Fund	High Yield Muni	Jun 13, 2012	0.84%	-0.97%	2.42%	4.29%	14
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-3.15%	8.05%	10.01%	49
PNIIX	Principal Bond Market Index Fund	Intermediate Core Bond	Dec 30, 2009	0.15%	-0.12%	1.49%	4.02%	54
POSIX	Principal Global Real Estate Securities Fund	REIT	Sep 30, 2007	0.94%	-0.73%	3.43%	2.66%	15
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-5.09%	10.25%	10.48%	39
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock/Convertible Bonds	Apr 30, 2002	0.79%	-1.61%	4.34%	5.39%	77
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	Jun 1, 2004	0.96%	2.19%	10.28%	8.69%	42
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	May 31, 1939	0.86%	-0.22%	11.80%	9.97%	54
PRERX	Principal Real Estate Securities Fund	REIT	Dec 6, 2000	1.37%	1.70%	5.01%	2.14%	5
PSBMX	Principal SmallCap Fund	Small Cap Blend Equities	Dec 6, 2000	1.31%	-5.23%	8.98%	5.89%	37
PSMIX	Principal Global Multi-Strategy Fund	Multistrategy	Oct 23, 2011	1.63%	0.60%	4.82%	5.49%	94
PSSMX	Principal SmallCap S&P 600 Index Fund	Small Cap Blend Equities	Dec 6, 2000	0.73%	0.51%	9.60%	9.93%	36
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-4.20%	9.48%	10.23%	42
PTEAX	Principal Tax-Exempt Bond Fund	Municipal Bonds	Jan 2, 1977	0.73%	-1.06%	1.93%	3.89%	39

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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