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 a closer substitute for your current allocation.
Cheapest Alternatives to PFUMX
PFUMX charges 0.84% annually. There are 29 mutual funds in the Emerging Markets Bonds category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Payden Emerging Markets Local Bond Fund | 0.09% | — | Nov 2011 | PFUMX vs PYELX | |
| Voya Emerging Markets Corporate Debt Fund | 0.10% | — | Aug 2012 | PFUMX vs IMCDX | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | 0.40% | — | Dec 2017 | PFUMX vs VEGBX | |
| SEI Institutional Investments Trust Emerging Marke... | 0.41% | — | Dec 2005 | PFUMX vs SEDAX | |
| GMO Emerging Country Debt Fund Class VI | 0.51% | — | Apr 1994 | PFUMX vs GMOQX |
Best Risk-Adjusted Alternatives to PFUMX
PFUMX has a PortfoliosLab risk / return rank of 80. There are 38 mutual funds in the Emerging Markets Bonds category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Developing World Income Fund Class... | 98 | — | Feb 2014 | PFUMX vs AGEYX | |
| American Beacon Frontier Markets Income Fund | 98 | — | Feb 2014 | PFUMX vs AGEPX | |
| GMO Emerging Country Debt Fund | 98 | — | Apr 1994 | PFUMX vs GMCDX | |
| GMO Emerging Country Debt Fund Class VI | 98 | — | Apr 1994 | PFUMX vs GMOQX | |
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 98 | — | Apr 2014 | PFUMX vs DBLLX |
Top Performing PFUMX Alternatives (YTD)
PFUMX is at 2.32% YTD. There are 43 mutual funds in the Emerging Markets Bonds category with higher YTD returns, going as high as 14.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Stone Harbor Emerging Markets Income Fund | 14.15% | — | Dec 2010 | PFUMX vs EDF | |
| GMO Emerging Country Debt Fund Class VI | 8.55% | — | Apr 1994 | PFUMX vs GMOQX | |
| GMO Emerging Country Debt Fund | 8.52% | — | Apr 1994 | PFUMX vs GMCDX | |
| Franklin Emerging Market Debt Opportunities Fund | 7.76% | — | May 2006 | PFUMX vs FEMDX | |
| American Beacon Developing World Income Fund Class... | 6.85% | — | Feb 2014 | PFUMX vs AGEYX |
Lowest Volatility Alternatives to PFUMX
PFUMX has 3.77% 1-year volatility. There are 15 mutual funds in the Emerging Markets Bonds category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | 1.15% | — | Apr 2014 | PFUMX vs DBLLX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | 1.92% | — | Apr 2010 | PFUMX vs DLENX | |
| Payden Emerging Markets Corporate Bond Fund | 2.03% | — | Nov 2013 | PFUMX vs PYCEX | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | 2.04% | — | May 2011 | PFUMX vs SHCDX | |
| DoubleLine Emerging Markets Fixed Income Fund | 2.06% | — | Apr 2010 | PFUMX vs DBLEX |
Lowest Drawdown Alternatives to PFUMX
PFUMX has a 1-year max drawdown of -4.45%. There are 39 mutual funds in the Emerging Markets Bonds category with shallower 1-year drawdowns, going as shallow as -0.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Low Duration Emerging Markets Fixed Inc... | -0.92% | — | Apr 2014 | PFUMX vs DBLLX | |
| DoubleLine Emerging Markets Fixed Income Fund | -1.81% | — | Apr 2010 | PFUMX vs DBLEX | |
| DoubleLine Emerging Markets Fixed Income Fund Clas... | -1.83% | — | Apr 2010 | PFUMX vs DLENX | |
| Virtus Stone Harbor Emerg Mkts Corp Dbt | -1.90% | — | May 2011 | PFUMX vs SHCDX | |
| Payden Emerging Markets Corporate Bond Fund | -2.37% | — | Nov 2013 | PFUMX vs PYCEX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -8.74% | — | Dec 2000 | PFUMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 10 | 4.49% | — | Dec 2000 | PFUMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 9.93% | — | Nov 1986 | PFUMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | -1.61% | — | Jun 2012 | PFUMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PFUMX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 45 | 8.75% | — | Feb 2008 | PFUMX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 10.88% | — | Jul 1996 | PFUMX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 50 | 14.99% | — | Dec 2000 | PFUMX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 48 | 5.39% | — | Feb 2001 | PFUMX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 45 | 7.87% | — | Feb 2008 | PFUMX vs LTRIX |
Often Compared With PFUMX
Investors most often compare PFUMX with DEDIX, EADOX, EELDX. These 11 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PFUMX with Any Fund or Stock
Compare PFUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFUMX with funds that move differently
Principal Finisterre Emerging Markets Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFUMX.
Explore PFUMX Diversifiers