Principal Funds
Statistics as of May 27, 2025
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Found total of 87 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.49 | YTD Return 0.6% | 3yr Return 47.5% | 1yr Return 12.3% | Total Assets $9B | 6M Money Flow -$4M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.58 | YTD Return -1.1% | 3yr Return 50.8% | 1yr Return 9.9% | Total Assets $5B | 6M Money Flow -$129M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.0% | 3yr Sharpe 0.64 | YTD Return -0.2% | 3yr Return 55.9% | 1yr Return 15.9% | Total Assets $3B | 6M Money Flow $61M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.33 | YTD Return -1.7% | 3yr Return 39.3% | 1yr Return 5.9% | Total Assets $49M | 6M Money Flow -$7M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.6% | 3yr Return - | 1yr Return - | Total Assets $21M | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 0.1% | 3yr Sharpe 0.59 | YTD Return 3.4% | 3yr Return 60.6% | 1yr Return 14.3% | Total Assets $11B | 6M Money Flow -$849M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.48 | YTD Return 1.1% | 3yr Return 60.3% | 1yr Return 13.1% | Total Assets $9B | 6M Money Flow -$2B | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.7% | 3yr Return - | 1yr Return 12.8% | Total Assets $122M | 6M Money Flow $43M | |
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe 0.19 | YTD Return 1.3% | 3yr Return 24.2% | 1yr Return 9.6% | Total Assets $8B | 6M Money Flow -$666M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.19 | YTD Return -0.8% | 3yr Return 21.8% | 1yr Return 5.9% | Total Assets $4B | 6M Money Flow -$164M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.1% | 3yr Sharpe 0.13 | YTD Return -3.1% | 3yr Return 18.4% | 1yr Return 7.9% | Total Assets $287M | 6M Money Flow $241M | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.09 | YTD Return -3.3% | 3yr Return 23.6% | 1yr Return 2.9% | Total Assets $1B | 6M Money Flow -$13M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.9% | 3yr Sharpe 0.05 | YTD Return -0.9% | 3yr Return 18.4% | 1yr Return 3.3% | Total Assets $57M | 6M Money Flow -$14M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.00 | YTD Return -1.2% | 3yr Return 20.9% | 1yr Return 4.1% | Total Assets $241M | 6M Money Flow -$217M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe -0.05 | YTD Return -2.5% | 3yr Return 23.8% | 1yr Return 12.6% | Total Assets $182M | 6M Money Flow -$40M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.09 | YTD Return -0.7% | 3yr Return 19.1% | 1yr Return 4.9% | Total Assets $2B | 6M Money Flow -$380M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.13 | YTD Return -2.4% | 3yr Return 22.5% | 1yr Return 4.1% | Total Assets $2B | 6M Money Flow -$66M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.4% | 3yr Sharpe -0.10 | YTD Return -5.1% | 3yr Return 10.5% | 1yr Return -1.6% | Total Assets $2B | 6M Money Flow -$171M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.12 | YTD Return -8.3% | 3yr Return 8.0% | 1yr Return -1.0% | Total Assets $1B | 6M Money Flow $163M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.11 | YTD Return 0.0% | 3yr Return 26.5% | 1yr Return 6.3% | Total Assets $684M | 6M Money Flow $121M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe -0.07 | YTD Return -5.6% | 3yr Return 18.5% | 1yr Return 2.1% | Total Assets $2B | 6M Money Flow -$81M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe -0.06 | YTD Return -7.7% | 3yr Return 10.5% | 1yr Return -3.8% | Total Assets $1B | 6M Money Flow $16M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe 0.24 | YTD Return 15.2% | 3yr Return 31.6% | 1yr Return 11.9% | Total Assets $6B | 6M Money Flow $5B | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.1% | 3yr Sharpe 0.37 | YTD Return 16.5% | 3yr Return 36.4% | 1yr Return 12.2% | Total Assets $1B | 6M Money Flow -$136M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe 0.32 | YTD Return 15.4% | 3yr Return 34.9% | 1yr Return 9.7% | Total Assets $1B | 6M Money Flow -$6B | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 15.2% | 3yr Return - | 1yr Return - | Total Assets $730M | 6M Money Flow $723M | |
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe 0.43 | YTD Return 17.8% | 3yr Return 39.7% | 1yr Return 13.1% | Total Assets $1B | 6M Money Flow -$39M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe 0.12 | YTD Return 18.1% | 3yr Return 25.4% | 1yr Return 13.2% | Total Assets $483M | 6M Money Flow -$266M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.3% | 3yr Sharpe 0.03 | YTD Return 11.3% | 3yr Return 24.0% | 1yr Return 10.2% | Total Assets $3B | 6M Money Flow $93M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 10.7% | 3yr Return - | 1yr Return 14.5% | Total Assets $23M | 6M Money Flow $2M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe -0.22 | YTD Return 1.8% | 3yr Return 4.9% | 1yr Return 14.3% | Total Assets $6B | 6M Money Flow -$232M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 8.7% | 3yr Sharpe -0.19 | YTD Return 9.2% | 3yr Return 8.6% | 1yr Return 15.5% | Total Assets $77M | 6M Money Flow -$5M | |
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 3.2% | 3yr Return 1.8% | 1yr Return 14.8% | Total Assets $15M | 6M Money Flow $1M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe -0.35 | YTD Return 4.3% | 3yr Return -1.2% | 1yr Return 9.8% | Total Assets $2B | 6M Money Flow -$98M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe -0.05 | YTD Return 2.1% | 3yr Return 12.3% | 1yr Return 6.8% | Total Assets $2B | 6M Money Flow -$160M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.10 | YTD Return 2.3% | 3yr Return 17.5% | 1yr Return 7.6% | Total Assets $2B | 6M Money Flow -$104M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe 0.23 | YTD Return 2.4% | 3yr Return 24.5% | 1yr Return 8.5% | Total Assets $5B | 6M Money Flow -$224M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return 2.5% | 3yr Return 30.5% | 1yr Return 9.3% | Total Assets $3B | 6M Money Flow -$127M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.9% | 3yr Sharpe 0.36 | YTD Return 2.8% | 3yr Return 36.0% | 1yr Return 9.8% | Total Assets $2B | 6M Money Flow -$91M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.2% | 3yr Sharpe 0.04 | YTD Return 2.6% | 3yr Return 15.4% | 1yr Return 6.6% | Total Assets $725M | 6M Money Flow -$80M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe 0.02 | YTD Return 2.4% | 3yr Return 15.1% | 1yr Return 6.6% | Total Assets $171M | 6M Money Flow $7M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.29 | YTD Return 3.9% | 3yr Return 33.0% | 1yr Return 9.0% | Total Assets $246M | 6M Money Flow $12M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||