Principal Funds
Statistics as of Apr 02, 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 0.11% | TTM Yield 1.3% | 3yr Sharpe 0.29 | YTD Return -3.3% | 3yr Return 30.0% | 1yr Return 10.2% | Total Assets $9B | 6M Money Flow $67K | |
Expense Ratio 0.28% Expense Ratio 0.33% Expense Ratio 0.35% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.7% | 3yr Sharpe 0.37 | YTD Return -4.5% | 3yr Return 34.5% | 1yr Return 8.4% | Total Assets $4B | 6M Money Flow -$186M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.12% | TTM Yield 1.0% | 3yr Sharpe 0.46 | YTD Return -4.3% | 3yr Return 39.9% | 1yr Return 14.1% | Total Assets $2B | 6M Money Flow -$53M | |
Expense Ratio 0.15% | TTM Yield 0.7% | 3yr Sharpe 0.17 | YTD Return -6.4% | 3yr Return 24.5% | 1yr Return 0.6% | Total Assets $58M | 6M Money Flow $6M | |
Expense Ratio 0.29% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.3% | 3yr Return - | 1yr Return - | Total Assets $10M | 6M Money Flow - | |
Expense Ratio 0.57% | TTM Yield 0.1% | 3yr Sharpe 0.25 | YTD Return -3.1% | 3yr Return 30.2% | 1yr Return 8.1% | Total Assets $11B | 6M Money Flow -$1B | |
Expense Ratio 0.66% Expense Ratio 0.93% Expense Ratio 1.66% Expense Ratio 0.77% Expense Ratio 0.82% Expense Ratio 1.13% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.0% | 3yr Sharpe 0.16 | YTD Return -6.7% | 3yr Return 25.0% | 1yr Return 6.4% | Total Assets $9B | 6M Money Flow -$2B | |
Expense Ratio 0.67% Expense Ratio 0.94% Expense Ratio 0.78% Expense Ratio 0.85% Expense Ratio 1.16% | ||||||||
Expense Ratio 0.58% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.0% | 3yr Return - | 1yr Return 6.2% | Total Assets $115M | 6M Money Flow $37M | |
Expense Ratio 0.52% | TTM Yield 1.8% | 3yr Sharpe 0.13 | YTD Return 1.4% | 3yr Return 20.5% | 1yr Return 9.7% | Total Assets $8B | 6M Money Flow -$884M | |
Expense Ratio 0.85% Expense Ratio 0.77% Expense Ratio 0.76% Expense Ratio 1.62% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.69% | TTM Yield 1.4% | 3yr Sharpe 0.14 | YTD Return 0.4% | 3yr Return 20.2% | 1yr Return 6.9% | Total Assets $4B | 6M Money Flow -$225M | |
Expense Ratio 0.93% Expense Ratio 1.25% Expense Ratio 0.94% | ||||||||
Expense Ratio 0.15% | TTM Yield 2.0% | 3yr Sharpe 0.13 | YTD Return -0.1% | 3yr Return 21.9% | 1yr Return 9.4% | Total Assets $302M | 6M Money Flow $235M | |
Expense Ratio 0.16% | TTM Yield 1.6% | 3yr Sharpe 0.00 | YTD Return -4.1% | 3yr Return 15.0% | 1yr Return 1.2% | Total Assets $1B | 6M Money Flow -$44M | |
Expense Ratio 0.25% Expense Ratio 0.38% Expense Ratio 0.42% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.77% | TTM Yield 0.9% | 3yr Sharpe -0.04 | YTD Return -0.9% | 3yr Return 13.1% | 1yr Return 3.5% | Total Assets $65M | 6M Money Flow -$10M | |
Expense Ratio 0.67% Expense Ratio 1.10% | ||||||||
Expense Ratio 0.80% | TTM Yield 0.0% | 3yr Sharpe -0.22 | YTD Return -6.6% | 3yr Return 1.7% | 1yr Return -4.4% | Total Assets $232M | 6M Money Flow -$222M | |
Expense Ratio 1.07% Expense Ratio 1.37% Expense Ratio 1.06% | ||||||||
Expense Ratio 0.90% | TTM Yield 0.0% | 3yr Sharpe -0.29 | YTD Return -9.4% | 3yr Return -3.0% | 1yr Return 2.9% | Total Assets $169M | 6M Money Flow -$43M | |
Expense Ratio 0.75% Expense Ratio 1.24% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.07 | YTD Return -0.6% | 3yr Return 18.0% | 1yr Return 3.3% | Total Assets $2B | 6M Money Flow -$396M | |
Expense Ratio 0.69% Expense Ratio 0.87% Expense Ratio 1.07% Expense Ratio 0.88% Expense Ratio 1.19% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.6% | 3yr Sharpe 0.08 | YTD Return -2.0% | 3yr Return 19.5% | 1yr Return 2.5% | Total Assets $2B | 6M Money Flow $17M | |
Expense Ratio 0.85% Expense Ratio 1.12% Expense Ratio 1.87% | ||||||||
Expense Ratio 0.74% | TTM Yield 0.4% | 3yr Sharpe -0.25 | YTD Return -6.4% | 3yr Return -0.3% | 1yr Return -4.6% | Total Assets $2B | 6M Money Flow -$259M | |
Expense Ratio 0.85% Expense Ratio 1.12% Expense Ratio 0.98% Expense Ratio 1.00% Expense Ratio 1.31% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe -0.19 | YTD Return -7.4% | 3yr Return 2.4% | 1yr Return 0.8% | Total Assets $1B | 6M Money Flow $146M | |
Expense Ratio 0.21% Expense Ratio 0.40% Expense Ratio 0.42% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.38% | TTM Yield 0.8% | 3yr Sharpe 0.00 | YTD Return -3.5% | 3yr Return 14.5% | 1yr Return 3.2% | Total Assets $704M | 6M Money Flow $94M | |
Expense Ratio 0.87% | TTM Yield 0.7% | 3yr Sharpe -0.24 | YTD Return -9.3% | 3yr Return -0.2% | 1yr Return -1.3% | Total Assets $2B | 6M Money Flow -$73M | |
Expense Ratio 0.99% Expense Ratio 1.15% Expense Ratio 1.13% Expense Ratio 1.44% | ||||||||
Expense Ratio 0.88% | TTM Yield 1.5% | 3yr Sharpe -0.07 | YTD Return -5.4% | 3yr Return 9.8% | 1yr Return -1.8% | Total Assets $1B | 6M Money Flow -$20M | |
Expense Ratio 0.94% Expense Ratio 1.20% Expense Ratio 1.13% Expense Ratio 1.44% | ||||||||
Expense Ratio 0.71% | TTM Yield 3.7% | 3yr Sharpe 0.00 | YTD Return 8.9% | 3yr Return 13.7% | 1yr Return 10.2% | Total Assets $5B | 6M Money Flow $5B | |
Expense Ratio 0.81% Expense Ratio 0.98% Expense Ratio 1.29% | ||||||||
Expense Ratio 0.29% | TTM Yield 3.3% | 3yr Sharpe 0.14 | YTD Return 8.5% | 3yr Return 20.5% | 1yr Return 7.4% | Total Assets $1B | 6M Money Flow -$111M | |
Expense Ratio 0.31% Expense Ratio 0.56% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.76% | TTM Yield 2.4% | 3yr Sharpe 0.09 | YTD Return 8.6% | 3yr Return 18.0% | 1yr Return 6.9% | Total Assets $1B | 6M Money Flow -$6B | |
Expense Ratio 1.19% Expense Ratio 1.07% Expense Ratio 0.86% Expense Ratio 1.01% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.48% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 9.9% | 3yr Return - | 1yr Return - | Total Assets $712M | 6M Money Flow - | |
Expense Ratio 0.89% | TTM Yield 5.0% | 3yr Sharpe 0.31 | YTD Return 11.1% | 3yr Return 30.6% | 1yr Return 11.3% | Total Assets $1B | 6M Money Flow -$15M | |
Expense Ratio 1.44% | ||||||||
Expense Ratio 1.03% | TTM Yield 3.8% | 3yr Sharpe -0.16 | YTD Return 6.4% | 3yr Return 4.8% | 1yr Return 3.7% | Total Assets $428M | 6M Money Flow -$289M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 1.04% | TTM Yield 0.3% | 3yr Sharpe -0.07 | YTD Return 5.5% | 3yr Return 9.5% | 1yr Return 6.5% | Total Assets $3B | 6M Money Flow $2B | |
Expense Ratio 1.32% Expense Ratio 1.47% Expense Ratio 1.12% Expense Ratio 1.63% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.5% | 3yr Sharpe - | YTD Return 6.9% | 3yr Return - | 1yr Return 14.4% | Total Assets $22M | 6M Money Flow $2M | |
Expense Ratio 0.86% | TTM Yield 2.5% | 3yr Sharpe -0.26 | YTD Return 4.1% | 3yr Return -3.7% | 1yr Return 15.0% | Total Assets $6B | 6M Money Flow -$137M | |
Expense Ratio 0.81% Expense Ratio 1.19% Expense Ratio 1.08% Expense Ratio 1.06% Expense Ratio 1.37% Expense Ratio 2.08% | ||||||||
Expense Ratio 5.47% | TTM Yield 8.4% | 3yr Sharpe -0.30 | YTD Return 10.3% | 3yr Return -4.1% | 1yr Return 16.6% | Total Assets $78M | 6M Money Flow -$5M | |
Expense Ratio 0.60% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 4.5% | 3yr Return - | 1yr Return 14.1% | Total Assets $13M | 6M Money Flow $856K | |
Expense Ratio 0.95% | TTM Yield 2.5% | 3yr Sharpe -0.44 | YTD Return 2.7% | 3yr Return -12.6% | 1yr Return 7.9% | Total Assets $2B | 6M Money Flow -$95M | |
Expense Ratio 0.90% Expense Ratio 1.35% Expense Ratio 1.15% Expense Ratio 1.46% | ||||||||
Expense Ratio 0.85% | TTM Yield 3.0% | 3yr Sharpe -0.24 | YTD Return 1.8% | 3yr Return 7.9% | 1yr Return 6.8% | Total Assets $2B | 6M Money Flow -$156M | |
Expense Ratio 1.00% Expense Ratio 0.73% Expense Ratio 1.80% Expense Ratio 0.95% Expense Ratio 1.26% | ||||||||
Expense Ratio 0.87% | TTM Yield 2.6% | 3yr Sharpe -0.10 | YTD Return 1.3% | 3yr Return 10.9% | 1yr Return 7.2% | Total Assets $2B | 6M Money Flow -$89M | |
Expense Ratio 1.03% Expense Ratio 0.73% Expense Ratio 1.83% Expense Ratio 0.97% Expense Ratio 1.28% | ||||||||
Expense Ratio 1.07% | TTM Yield 1.8% | 3yr Sharpe 0.04 | YTD Return 0.5% | 3yr Return 15.3% | 1yr Return 7.7% | Total Assets $5B | 6M Money Flow -$208M | |
Expense Ratio 0.92% Expense Ratio 0.77% Expense Ratio 1.86% Expense Ratio 1.02% Expense Ratio 1.33% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.3% | 3yr Sharpe 0.11 | YTD Return -0.1% | 3yr Return 18.8% | 1yr Return 8.0% | Total Assets $3B | 6M Money Flow -$123M | |
Expense Ratio 0.94% Expense Ratio 0.80% Expense Ratio 1.88% Expense Ratio 1.04% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.13% | TTM Yield 1.0% | 3yr Sharpe 0.16 | YTD Return -0.3% | 3yr Return 22.0% | 1yr Return 8.2% | Total Assets $2B | 6M Money Flow -$93M | |
Expense Ratio 0.99% Expense Ratio 0.83% Expense Ratio 1.93% Expense Ratio 1.07% Expense Ratio 1.38% | ||||||||
Expense Ratio 0.85% | TTM Yield 2.1% | 3yr Sharpe -0.41 | YTD Return 4.0% | 3yr Return -2.4% | 1yr Return 6.0% | Total Assets $2B | 6M Money Flow -$582M | |
Expense Ratio 0.80% Expense Ratio 1.22% Expense Ratio 1.37% | ||||||||
Expense Ratio 1.31% | TTM Yield 2.0% | 3yr Sharpe -0.49 | YTD Return 1.5% | 3yr Return 4.5% | 1yr Return 4.5% | Total Assets $164M | 6M Money Flow $7M | |
Expense Ratio 1.51% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.48% | TTM Yield 3.2% | 3yr Sharpe -0.15 | YTD Return 1.6% | 3yr Return 10.0% | 1yr Return 6.1% | Total Assets $733M | 6M Money Flow -$76M | |
Expense Ratio 0.66% Expense Ratio 0.85% Expense Ratio 1.06% Expense Ratio 0.75% | ||||||||