Principal Finisterre Emerging Markets Total Return Bond Fund (PFUMX) Alternatives
Principal Finisterre Emerging Markets Total Return Bond Fund (PFUMX) belongs to the Emerging Markets Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFUMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PFUMX
PFUMX charges 0.84% annually. Among mutual funds in the Emerging Markets Bonds category, these options have the lowest expense ratios among PFUMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Payden Emerging Markets Local Bond Fund | 0.09% | Nov 1, 2011 | PFUMX vs PYELX | |
| Voya Emerging Markets Corporate Debt Fund | 0.10% | Aug 8, 2012 | PFUMX vs IMCDX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.40% | Dec 6, 2017 | PFUMX vs VEGBX | |
| SEI Institutional Investments Trust Emerging Marke... | 0.41% | Dec 4, 2005 | PFUMX vs SEDAX | |
| GMO Emerging Country Debt Fund Class VI | 0.51% | Apr 19, 1994 | PFUMX vs GMOQX |
Best Risk-Adjusted Alternatives to PFUMX
Among mutual funds in the Emerging Markets Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| American Beacon Developing World Income Fund Class... | 98 | Feb 25, 2014 | PFUMX vs AGEYX | |
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 98 | Apr 6, 2014 | PFUMX vs DBLLX | |
| American Beacon Frontier Markets Income Fund | 98 | Feb 24, 2014 | PFUMX vs AGEPX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | Sep 3, 2015 | PFUMX vs EIDOX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 98 | Feb 3, 2013 | PFUMX vs EELDX |
Top Performing PFUMX Alternatives (YTD)
PFUMX alternatives from the Emerging Markets Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GMO Emerging Country Debt Fund | 2.00% | Apr 18, 1994 | PFUMX vs GMCDX | |
| GMO Emerging Country Debt Fund Class VI | 2.00% | Apr 19, 1994 | PFUMX vs GMOQX | |
| American Beacon Developing World Income Fund Class... | 1.59% | Feb 25, 2014 | PFUMX vs AGEYX | |
| American Beacon Frontier Markets Income Fund | 1.56% | Feb 24, 2014 | PFUMX vs AGEPX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | 1.43% | Sep 3, 2015 | PFUMX vs EIDOX |
Lowest Volatility Alternatives to PFUMX
PFUMX alternatives from the Emerging Markets Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 1.43% | Apr 6, 2014 | PFUMX vs DBLLX | |
| Amana Participation Fund | 2.08% | Sep 27, 2015 | PFUMX vs AMAPX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | 2.59% | Apr 6, 2010 | PFUMX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | 2.59% | Nov 10, 2013 | PFUMX vs PYCEX | |
| DoubleLine Emerging Markets Fixed Income Fund | 2.61% | Apr 5, 2010 | PFUMX vs DBLEX |
Lowest Drawdown Alternatives to PFUMX
PFUMX alternatives from the Emerging Markets Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | -1.35% | Apr 6, 2014 | PFUMX vs DBLLX | |
| Amana Participation Fund | -2.51% | Sep 27, 2015 | PFUMX vs AMAPX | |
| DoubleLine Emerging Markets Fixed Income Fund | -2.77% | Apr 5, 2010 | PFUMX vs DBLEX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | -2.77% | Apr 6, 2010 | PFUMX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | -2.96% | Nov 10, 2013 | PFUMX vs PYCEX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PFUMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PFUMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PFUMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PFUMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PFUMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PFUMX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PFUMX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PFUMX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PFUMX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PFUMX vs POSIX |
Often Compared With PFUMX
What investors most often compare with PFUMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Emerging Markets Debt Opportunities Fu... | Emerging Markets Bonds | 98 | 1.35% | Sep 3, 2015 | PFUMX vs EADOX | |
| Delaware Emerging Markets Debt Corporate Fund | Emerging Markets Bonds | 89 | -1.29% | Sep 29, 2013 | PFUMX vs DEDIX | |
| Principal Tax-Exempt Bond Fund | Municipal Bonds | 39 | -1.06% | Jan 2, 1977 | PFUMX vs PTEAX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 21 | -0.34% | Dec 23, 2010 | PFUMX vs EDF |
Compare PFUMX with Any Fund or Stock
Compare PFUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.