Principal Funds

Statistics as of Nov 01, 2024

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Found total of 89 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.
Large Growth
Expense Ratio
0.57%
TTM Yield
0.0%
3yr Sharpe
0.00
YTD Return
17.6%
3yr Return
13.6%
1yr Return
36.8%
Total Assets
$11B
6M Money Flow
-$458M
Intermediate Core Bond
Expense Ratio
0.35%
TTM Yield
3.5%
3yr Sharpe
-0.78
YTD Return
1.7%
3yr Return
-6.2%
1yr Return
9.5%
Total Assets
$11B
6M Money Flow
-$101M
Large Growth
Expense Ratio
0.59%
TTM Yield
0.0%
3yr Sharpe
-0.02
YTD Return
19.4%
3yr Return
10.4%
1yr Return
39.3%
Total Assets
$10B
6M Money Flow
-$841M
Large Value
Expense Ratio
0.52%
TTM Yield
1.8%
3yr Sharpe
0.15
YTD Return
16.3%
3yr Return
18.7%
1yr Return
32.3%
Total Assets
$9B
6M Money Flow
-$418M
Large Blend
Expense Ratio
0.12%
TTM Yield
1.1%
3yr Sharpe
0.32
YTD Return
21.3%
3yr Return
29.4%
1yr Return
36.9%
Total Assets
$9B
6M Money Flow
$370M
Foreign Large Blend
Expense Ratio
0.79%
TTM Yield
2.5%
3yr Sharpe
-0.17
YTD Return
8.3%
3yr Return
3.1%
1yr Return
22.9%
Total Assets
$7B
6M Money Flow
$1B
Real Estate
Expense Ratio
0.86%
TTM Yield
2.4%
3yr Sharpe
-0.19
YTD Return
8.6%
3yr Return
-2.1%
1yr Return
29.0%
Total Assets
$7B
6M Money Flow
-$17M
Preferred Stock
Expense Ratio
0.81%
TTM Yield
5.2%
3yr Sharpe
-0.29
YTD Return
9.5%
3yr Return
3.9%
1yr Return
17.0%
Total Assets
$6B
6M Money Flow
-$140M
High Yield Bond
Expense Ratio
0.53%
TTM Yield
6.6%
3yr Sharpe
0.00
YTD Return
7.2%
3yr Return
11.8%
1yr Return
15.2%
Total Assets
$6B
6M Money Flow
$3B
Target-Date 2030
Expense Ratio
0.58%
TTM Yield
2.2%
3yr Sharpe
-0.17
YTD Return
9.1%
3yr Return
5.0%
1yr Return
21.8%
Total Assets
$5B
6M Money Flow
-$236M
Target-Date 2040
Expense Ratio
0.63%
TTM Yield
1.8%
3yr Sharpe
-0.07
YTD Return
11.5%
3yr Return
8.5%
1yr Return
26.0%
Total Assets
$5B
6M Money Flow
-$83M
Large Blend
Expense Ratio
0.46%
TTM Yield
0.8%
3yr Sharpe
0.39
YTD Return
22.5%
3yr Return
33.6%
1yr Return
38.5%
Total Assets
$5B
6M Money Flow
-$104M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
1.6%
3yr Sharpe
-0.08
YTD Return
11.4%
3yr Return
8.4%
1yr Return
23.9%
Total Assets
$5B
6M Money Flow
-$152M
Large Value
Expense Ratio
0.72%
TTM Yield
1.4%
3yr Sharpe
0.24
YTD Return
15.3%
3yr Return
22.3%
1yr Return
28.4%
Total Assets
$4B
6M Money Flow
$90M
Money Market-Taxable
Expense Ratio
0.15%
TTM Yield
5.2%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
11.2%
1yr Return
5.3%
Total Assets
$4B
6M Money Flow
$738M
Target-Date 2050
Expense Ratio
0.67%
TTM Yield
1.5%
3yr Sharpe
-0.01
YTD Return
13.2%
3yr Return
11.2%
1yr Return
29.0%
Total Assets
$3B
6M Money Flow
-$33M
Short-Term Bond
Expense Ratio
0.41%
TTM Yield
3.6%
3yr Sharpe
-0.67
YTD Return
4.4%
3yr Return
6.2%
1yr Return
7.1%
Total Assets
$3B
6M Money Flow
$234M
Moderately Aggressive Allocation
Expense Ratio
1.15%
TTM Yield
1.1%
3yr Sharpe
0.02
YTD Return
13.8%
3yr Return
12.0%
1yr Return
28.1%
Total Assets
$3B
6M Money Flow
-$118M
Global Allocation
Expense Ratio
0.78%
TTM Yield
2.5%
3yr Sharpe
-0.19
YTD Return
5.8%
3yr Return
3.1%
1yr Return
14.8%
Total Assets
$3B
6M Money Flow
-$543M
Mid-Cap Value
Expense Ratio
0.69%
TTM Yield
1.2%
3yr Sharpe
0.21
YTD Return
12.9%
3yr Return
20.9%
1yr Return
28.2%
Total Assets
$3B
6M Money Flow
-$1B
Multisector Bond
Expense Ratio
0.70%
TTM Yield
6.6%
3yr Sharpe
-0.44
YTD Return
5.0%
3yr Return
2.4%
1yr Return
12.7%
Total Assets
$3B
6M Money Flow
-$175M
Large Blend
Expense Ratio
0.12%
TTM Yield
1.2%
3yr Sharpe
0.66
YTD Return
22.4%
3yr Return
39.0%
1yr Return
36.6%
Total Assets
$2B
6M Money Flow
-$39M
Diversified Emerging Mkts
Expense Ratio
1.03%
TTM Yield
2.0%
3yr Sharpe
-0.35
YTD Return
10.3%
3yr Return
-5.5%
1yr Return
21.2%
Total Assets
$2B
6M Money Flow
$2B
Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.1%
3yr Sharpe
-0.40
YTD Return
6.2%
3yr Return
0.8%
1yr Return
15.4%
Total Assets
$2B
6M Money Flow
-$124M
Target-Date 2020
Expense Ratio
0.54%
TTM Yield
2.7%
3yr Sharpe
-0.26
YTD Return
7.4%
3yr Return
3.6%
1yr Return
17.6%
Total Assets
$2B
6M Money Flow
-$207M
Small Blend
Expense Ratio
0.76%
TTM Yield
0.5%
3yr Sharpe
-0.27
YTD Return
6.6%
3yr Return
-6.4%
1yr Return
27.7%
Total Assets
$2B
6M Money Flow
$655M
Aggressive Allocation
Expense Ratio
1.19%
TTM Yield
0.7%
3yr Sharpe
0.06
YTD Return
15.5%
3yr Return
14.4%
1yr Return
30.9%
Total Assets
$2B
6M Money Flow
-$91M
Intermediate Core Bond
Expense Ratio
0.15%
TTM Yield
4.1%
3yr Sharpe
-0.80
YTD Return
1.3%
3yr Return
-7.3%
1yr Return
8.9%
Total Assets
$2B
6M Money Flow
$184M
Inflation-Protected Bond
Expense Ratio
0.40%
TTM Yield
3.6%
3yr Sharpe
-0.82
YTD Return
2.3%
3yr Return
-5.3%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
$274M
Small Growth
Expense Ratio
0.87%
TTM Yield
0.0%
3yr Sharpe
-0.36
YTD Return
11.7%
3yr Return
-10.7%
1yr Return
35.1%
Total Assets
$2B
6M Money Flow
-$501M
Target-Date 2035
Expense Ratio
0.60%
TTM Yield
2.0%
3yr Sharpe
-0.12
YTD Return
10.2%
3yr Return
6.4%
1yr Return
23.6%
Total Assets
$2B
6M Money Flow
-$26M
Moderately Conservative Allocation
Expense Ratio
0.91%
TTM Yield
2.5%
3yr Sharpe
-0.24
YTD Return
8.2%
3yr Return
3.8%
1yr Return
18.8%
Total Assets
$2B
6M Money Flow
-$24M
Global Real Estate
Expense Ratio
0.94%
TTM Yield
2.5%
3yr Sharpe
-0.39
YTD Return
5.4%
3yr Return
-11.9%
1yr Return
26.2%
Total Assets
$2B
6M Money Flow
-$158M
Mid-Cap Value
Expense Ratio
0.79%
TTM Yield
1.6%
3yr Sharpe
0.16
YTD Return
11.3%
3yr Return
19.4%
1yr Return
31.3%
Total Assets
$2B
6M Money Flow
$469M
Target-Date 2045
Expense Ratio
0.65%
TTM Yield
1.6%
3yr Sharpe
-0.03
YTD Return
12.5%
3yr Return
10.0%
1yr Return
27.6%
Total Assets
$2B
6M Money Flow
-$16M
Target-Date 2025
Expense Ratio
0.56%
TTM Yield
2.4%
3yr Sharpe
-0.21
YTD Return
8.2%
3yr Return
4.3%
1yr Return
19.2%
Total Assets
$2B
6M Money Flow
-$106M
Mid-Cap Blend
Expense Ratio
0.16%
TTM Yield
1.2%
3yr Sharpe
0.07
YTD Return
12.7%
3yr Return
13.7%
1yr Return
32.1%
Total Assets
$1B
6M Money Flow
-$289M
Small Blend
Expense Ratio
0.17%
TTM Yield
1.4%
3yr Sharpe
-0.10
YTD Return
6.8%
3yr Return
3.2%
1yr Return
29.8%
Total Assets
$1B
6M Money Flow
-$55M
Preferred Stock
Expense Ratio
0.00%
TTM Yield
5.5%
3yr Sharpe
-0.22
YTD Return
11.1%
3yr Return
5.3%
1yr Return
19.9%
Total Assets
$1B
6M Money Flow
$174K
Foreign Large Value
Expense Ratio
0.93%
TTM Yield
2.7%
3yr Sharpe
0.17
YTD Return
4.8%
3yr Return
20.0%
1yr Return
17.5%
Total Assets
$1B
6M Money Flow
-$1B
Foreign Large Blend
Expense Ratio
0.31%
TTM Yield
2.8%
3yr Sharpe
-0.07
YTD Return
7.0%
3yr Return
6.9%
1yr Return
20.9%
Total Assets
$1B
6M Money Flow
-$57M
Target-Date 2055
Expense Ratio
0.67%
TTM Yield
1.5%
3yr Sharpe
-0.01
YTD Return
13.3%
3yr Return
11.2%
1yr Return
29.0%
Total Assets
$1B
6M Money Flow
$20M