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 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 7.3% | 3yr Sharpe 0.29 | YTD Return 1.5% | 3yr Return 22.5% | 1yr Return 7.6% | Total Assets $296M | 6M Money Flow $48M | |
Expense Ratio 0.00% | TTM Yield 6.9% | 3yr Sharpe 0.24 | YTD Return 1.9% | 3yr Return 21.0% | 1yr Return 7.3% | Total Assets $6B | 6M Money Flow -$306M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 6.4% | 3yr Sharpe 0.19 | YTD Return 4.8% | 3yr Return 20.2% | 1yr Return 9.8% | Total Assets $646M | 6M Money Flow -$35M | |
Expense Ratio 0.00% | TTM Yield 6.2% | 3yr Sharpe -0.14 | YTD Return 2.2% | 3yr Return 12.4% | 1yr Return 6.2% | Total Assets $2B | 6M Money Flow -$194M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.6% | 3yr Sharpe 0.10 | YTD Return 2.6% | 3yr Return 20.2% | 1yr Return 8.9% | Total Assets $1B | 6M Money Flow -$94M | |
Expense Ratio 0.00% | TTM Yield 5.4% | 3yr Sharpe 0.00 | YTD Return 2.0% | 3yr Return 16.5% | 1yr Return 7.3% | Total Assets $5B | 6M Money Flow -$705M | |
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 5.2% | 3yr Sharpe -0.23 | YTD Return 1.8% | 3yr Return 5.2% | 1yr Return 5.6% | Total Assets $101M | 6M Money Flow $6M | |
Expense Ratio 0.00% | TTM Yield 5.0% | 3yr Sharpe 0.04 | YTD Return 2.0% | 3yr Return 16.6% | 1yr Return 7.6% | Total Assets $57M | 6M Money Flow $19M | |
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe -0.31 | YTD Return -1.8% | 3yr Return 6.0% | 1yr Return 1.2% | Total Assets $165M | 6M Money Flow $9M | |
Expense Ratio 0.00% | ||||||||
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 4.7% | 3yr Sharpe 0.09 | YTD Return 2.3% | 3yr Return 19.9% | 1yr Return 8.0% | Total Assets $1B | 6M Money Flow $135M | |
Expense Ratio 0.00% | TTM Yield 4.6% | 3yr Sharpe -0.41 | YTD Return 1.7% | 3yr Return 1.9% | 1yr Return 4.7% | Total Assets $525M | 6M Money Flow -$23M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe -0.37 | YTD Return -1.3% | 3yr Return 5.4% | 1yr Return 1.1% | Total Assets $498M | 6M Money Flow -$52M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.8% | 3yr Sharpe -0.11 | YTD Return 2.2% | 3yr Return 12.8% | 1yr Return 6.0% | Total Assets $3B | 6M Money Flow -$123M | |
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 3.7% | 3yr Sharpe -0.34 | YTD Return 1.7% | 3yr Return 4.1% | 1yr Return 5.1% | Total Assets $10B | 6M Money Flow -$363M | |
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 3.5% | 3yr Sharpe -0.37 | YTD Return 1.8% | 3yr Return 2.9% | 1yr Return 5.1% | Total Assets $3B | 6M Money Flow $311M | |
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 3.4% | 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 3.4% | 3yr Sharpe -0.36 | YTD Return 1.7% | 3yr Return 1.1% | 1yr Return 5.2% | Total Assets $628M | 6M Money Flow -$39M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.3% | 3yr Sharpe -0.63 | YTD Return 2.9% | 3yr Return 0.8% | 1yr Return 5.0% | Total Assets $2B | 6M Money Flow $10M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.3% | 3yr Sharpe -0.44 | YTD Return -1.2% | 3yr Return 5.5% | 1yr Return 1.3% | Total Assets $613M | 6M Money Flow -$2M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.2% | 3yr Sharpe 0.05 | YTD Return 2.8% | 3yr Return 15.8% | 1yr Return 6.7% | Total Assets $213M | 6M Money Flow -$28M | |
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 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 3.0% | 3yr Sharpe 0.09 | YTD Return 2.8% | 3yr Return 17.5% | 1yr Return 6.8% | Total Assets $2B | 6M Money Flow -$270M | |
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 2.9% | 3yr Sharpe 0.03 | YTD Return 2.4% | 3yr Return 15.5% | 1yr Return 6.6% | Total Assets $387M | 6M Money Flow $44M | |
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 2.8% | 3yr Sharpe 0.08 | YTD Return 2.5% | 3yr Return 17.4% | 1yr Return 6.8% | Total Assets $555M | 6M Money Flow $2M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.13 | YTD Return 2.9% | 3yr Return 19.2% | 1yr Return 7.1% | Total Assets $1B | 6M Money Flow -$149M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.7% | 3yr Sharpe 0.12 | YTD Return 2.6% | 3yr Return 19.4% | 1yr Return 7.1% | Total Assets $976M | 6M Money Flow $53M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe 0.17 | YTD Return 3.1% | 3yr Return 21.9% | 1yr Return 7.8% | Total Assets $5B | 6M Money Flow -$456M | |
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 -0.22 | 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 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 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 2.4% | 3yr Sharpe 0.16 | YTD Return 2.7% | 3yr Return 22.1% | 1yr Return 7.7% | Total Assets $1B | 6M Money Flow $105M | |
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 2.4% | 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 2.4% | 3yr Sharpe 0.21 | YTD Return 2.7% | 3yr Return 25.0% | 1yr Return 8.0% | Total Assets $798M | 6M Money Flow $52M | |
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 2.2% | 3yr Sharpe 0.21 | YTD Return 3.2% | 3yr Return 24.7% | 1yr Return 8.0% | Total Assets $2B | 6M Money Flow -$73M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||