Principal Funds
Statistics as of Jan 02, 2025
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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.
Expense Ratio 0.57% | TTM Yield 0.1% | 3yr Sharpe 0.09 | YTD Return -0.3% | 3yr Return 17.7% | 1yr Return 23.0% | Total Assets $11B | 6M Money Flow -$882M | |
Expense Ratio 0.66% Expense Ratio 0.75% Expense Ratio 0.93% Expense Ratio 0.82% Expense Ratio 1.66% Expense Ratio 1.13% | ||||||||
Expense Ratio 0.35% | TTM Yield 3.6% | 3yr Sharpe -0.82 | YTD Return 0.0% | 3yr Return -6.1% | 1yr Return 2.0% | Total Assets $11B | 6M Money Flow -$152M | |
Expense Ratio 0.61% Expense Ratio 0.44% Expense Ratio 0.76% Expense Ratio 0.64% Expense Ratio 0.92% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.0% | 3yr Sharpe 0.06 | YTD Return 0.0% | 3yr Return 16.1% | 1yr Return 27.2% | Total Assets $10B | 6M Money Flow -$934M | |
Expense Ratio 0.68% Expense Ratio 1.16% Expense Ratio 1.00% Expense Ratio 0.82% Expense Ratio 0.85% | ||||||||
Expense Ratio 0.12% | TTM Yield 1.2% | 3yr Sharpe 0.30 | YTD Return -0.2% | 3yr Return 28.4% | 1yr Return 25.3% | Total Assets $9B | 6M Money Flow $262M | |
Expense Ratio 0.36% Expense Ratio 0.38% Expense Ratio 0.32% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.52% | TTM Yield 1.9% | 3yr Sharpe 0.05 | YTD Return -0.3% | 3yr Return 14.5% | 1yr Return 15.0% | Total Assets $9B | 6M Money Flow -$606M | |
Expense Ratio 0.81% Expense Ratio 0.87% Expense Ratio 1.08% Expense Ratio 1.65% Expense Ratio 0.77% | ||||||||
Expense Ratio 0.79% | TTM Yield 2.6% | 3yr Sharpe -0.27 | YTD Return -0.2% | 3yr Return -0.9% | 1yr Return 6.2% | Total Assets $6B | 6M Money Flow $1B | |
Expense Ratio 1.29% Expense Ratio 0.88% Expense Ratio 1.19% Expense Ratio 1.36% Expense Ratio 1.05% | ||||||||
Expense Ratio 0.86% | TTM Yield 2.5% | 3yr Sharpe -0.38 | YTD Return -1.0% | 3yr Return -11.5% | 1yr Return 3.2% | Total Assets $6B | 6M Money Flow -$33M | |
Expense Ratio 1.37% Expense Ratio 0.81% Expense Ratio 1.06% Expense Ratio 1.15% Expense Ratio 1.22% Expense Ratio 2.10% | ||||||||
Expense Ratio 0.80% | TTM Yield 5.3% | 3yr Sharpe -0.30 | YTD Return 0.1% | 3yr Return 4.5% | 1yr Return 9.9% | Total Assets $6B | 6M Money Flow -$340M | |
Expense Ratio 0.71% Expense Ratio 1.27% Expense Ratio 1.80% Expense Ratio 1.04% Expense Ratio 0.96% Expense Ratio 0.99% | ||||||||
Expense Ratio 0.53% | TTM Yield 6.7% | 3yr Sharpe -0.05 | YTD Return 0.2% | 3yr Return 11.5% | 1yr Return 8.2% | Total Assets $6B | 6M Money Flow $3B | |
Expense Ratio 0.94% Expense Ratio 0.61% Expense Ratio 1.75% | ||||||||
Expense Ratio 0.58% | TTM Yield 2.7% | 3yr Sharpe -0.22 | YTD Return -0.1% | 3yr Return 4.3% | 1yr Return 9.6% | Total Assets $5B | 6M Money Flow -$362M | |
Expense Ratio 0.76% Expense Ratio 0.57% Expense Ratio 0.83% Expense Ratio 0.33% | ||||||||
Expense Ratio 0.46% | TTM Yield 0.7% | 3yr Sharpe 0.38 | YTD Return 0.0% | 3yr Return 32.8% | 1yr Return 27.0% | Total Assets $5B | 6M Money Flow -$183M | |
Expense Ratio 0.70% Expense Ratio 1.01% Expense Ratio 0.78% | ||||||||
Expense Ratio 0.63% | TTM Yield 2.0% | 3yr Sharpe -0.10 | YTD Return -0.2% | 3yr Return 7.9% | 1yr Return 12.1% | Total Assets $5B | 6M Money Flow -$208M | |
Expense Ratio 0.26% Expense Ratio 0.35% Expense Ratio 0.17% Expense Ratio 0.57% | ||||||||
Expense Ratio 1.12% | TTM Yield 1.9% | 3yr Sharpe -0.11 | YTD Return -0.2% | 3yr Return 8.2% | 1yr Return 12.6% | Total Assets $5B | 6M Money Flow -$173M | |
Expense Ratio 1.90% Expense Ratio 0.80% Expense Ratio 1.04% Expense Ratio 1.35% Expense Ratio 0.96% | ||||||||
Expense Ratio 0.72% | TTM Yield 1.4% | 3yr Sharpe 0.15 | YTD Return -0.3% | 3yr Return 19.3% | 1yr Return 13.8% | Total Assets $4B | 6M Money Flow -$20M | |
Expense Ratio 1.02% Expense Ratio 1.27% Expense Ratio 0.96% | ||||||||
Expense Ratio 0.41% | TTM Yield 3.7% | 3yr Sharpe -0.66 | YTD Return 0.0% | 3yr Return 7.2% | 1yr Return 5.2% | Total Assets $3B | 6M Money Flow $142M | |
Expense Ratio 1.62% Expense Ratio 0.62% Expense Ratio 0.94% Expense Ratio 0.63% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.67% | TTM Yield 1.6% | 3yr Sharpe -0.03 | YTD Return -0.2% | 3yr Return 10.6% | 1yr Return 14.0% | Total Assets $3B | 6M Money Flow -$142M | |
Expense Ratio 0.19% Expense Ratio 0.38% Expense Ratio 0.57% Expense Ratio 0.26% | ||||||||
Expense Ratio 1.15% | TTM Yield 1.3% | 3yr Sharpe -0.01 | YTD Return -0.2% | 3yr Return 11.6% | 1yr Return 15.3% | Total Assets $3B | 6M Money Flow -$104M | |
Expense Ratio 1.00% Expense Ratio 0.83% Expense Ratio 1.07% Expense Ratio 1.38% Expense Ratio 1.95% | ||||||||
Expense Ratio 0.15% | TTM Yield 5.1% | 3yr Sharpe - | YTD Return 0.0% | 3yr Return 12.1% | 1yr Return 5.1% | Total Assets $3B | 6M Money Flow $274M | |
Expense Ratio 0.16% | ||||||||
Expense Ratio 0.62% | TTM Yield 1.6% | 3yr Sharpe 0.10 | YTD Return -0.3% | 3yr Return 16.9% | 1yr Return 12.0% | Total Assets $3B | 6M Money Flow -$1B | |
Expense Ratio 0.69% Expense Ratio 1.12% Expense Ratio 1.19% Expense Ratio 0.92% Expense Ratio 0.88% | ||||||||
Expense Ratio 0.83% | TTM Yield 2.4% | 3yr Sharpe -0.32 | YTD Return 0.1% | 3yr Return 0.0% | 1yr Return 3.5% | Total Assets $3B | 6M Money Flow -$486M | |
Expense Ratio 1.35% Expense Ratio 0.78% Expense Ratio 1.20% | ||||||||
Expense Ratio 0.12% | TTM Yield 1.0% | 3yr Sharpe 0.53 | YTD Return -0.7% | 3yr Return 40.4% | 1yr Return 29.2% | Total Assets $3B | 6M Money Flow -$152M | |
Expense Ratio 0.70% | TTM Yield 6.3% | 3yr Sharpe -0.54 | YTD Return 0.1% | 3yr Return 1.7% | 1yr Return 5.8% | Total Assets $3B | 6M Money Flow -$213M | |
Expense Ratio 0.69% Expense Ratio 1.81% Expense Ratio 1.05% | ||||||||
Expense Ratio 1.03% | TTM Yield 0.3% | 3yr Sharpe -0.39 | YTD Return 0.1% | 3yr Return -6.9% | 1yr Return 7.7% | Total Assets $2B | 6M Money Flow $2B | |
Expense Ratio 1.65% Expense Ratio 1.10% Expense Ratio 1.30% Expense Ratio 1.34% Expense Ratio 1.45% | ||||||||
Expense Ratio 0.14% | TTM Yield 3.6% | 3yr Sharpe -0.86 | YTD Return 0.0% | 3yr Return -7.4% | 1yr Return 1.5% | Total Assets $2B | 6M Money Flow $246M | |
Expense Ratio 0.47% Expense Ratio 0.39% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.85% | TTM Yield 3.0% | 3yr Sharpe -0.45 | YTD Return -0.1% | 3yr Return 0.9% | 1yr Return 6.8% | Total Assets $2B | 6M Money Flow -$135M | |
Expense Ratio 1.01% Expense Ratio 0.72% Expense Ratio 1.80% Expense Ratio 0.94% Expense Ratio 1.25% | ||||||||
Expense Ratio 1.19% | TTM Yield 1.0% | 3yr Sharpe 0.04 | YTD Return -0.3% | 3yr Return 14.2% | 1yr Return 17.0% | Total Assets $2B | 6M Money Flow -$92M | |
Expense Ratio 2.01% Expense Ratio 0.86% Expense Ratio 1.10% Expense Ratio 1.05% Expense Ratio 1.41% | ||||||||
Expense Ratio 0.54% | TTM Yield 3.1% | 3yr Sharpe -0.31 | YTD Return -0.1% | 3yr Return 3.2% | 1yr Return 8.0% | Total Assets $2B | 6M Money Flow -$231M | |
Expense Ratio 0.71% Expense Ratio 1.10% Expense Ratio 0.91% Expense Ratio 0.79% | ||||||||
Expense Ratio 0.76% | TTM Yield 0.4% | 3yr Sharpe -0.22 | YTD Return 0.1% | 3yr Return -0.8% | 1yr Return 7.7% | Total Assets $2B | 6M Money Flow $547M | |
Expense Ratio 1.00% Expense Ratio 0.85% Expense Ratio 1.31% Expense Ratio 1.04% Expense Ratio 1.19% | ||||||||
Expense Ratio 0.87% | TTM Yield 0.7% | 3yr Sharpe -0.29 | YTD Return 0.3% | 3yr Return -4.7% | 1yr Return 15.7% | Total Assets $2B | 6M Money Flow -$433M | |
Expense Ratio 1.00% Expense Ratio 1.44% Expense Ratio 1.19% Expense Ratio 1.13% | ||||||||
Expense Ratio 0.40% | TTM Yield 3.4% | 3yr Sharpe -0.98 | YTD Return 0.0% | 3yr Return -7.5% | 1yr Return 1.8% | Total Assets $2B | 6M Money Flow $287M | |
Expense Ratio 0.96% Expense Ratio 0.65% Expense Ratio 0.80% | ||||||||
Expense Ratio 0.60% | TTM Yield 2.3% | 3yr Sharpe -0.16 | YTD Return -0.2% | 3yr Return 5.8% | 1yr Return 10.7% | Total Assets $2B | 6M Money Flow -$69M | |
Expense Ratio 0.86% Expense Ratio 0.57% | ||||||||
Expense Ratio 0.91% | TTM Yield 2.5% | 3yr Sharpe -0.28 | YTD Return -0.1% | 3yr Return 3.7% | 1yr Return 9.2% | Total Assets $2B | 6M Money Flow -$58M | |
Expense Ratio 1.87% Expense Ratio 1.00% Expense Ratio 1.07% Expense Ratio 0.76% Expense Ratio 1.31% | ||||||||
Expense Ratio 0.94% | TTM Yield 2.6% | 3yr Sharpe -0.54 | YTD Return -0.8% | 3yr Return -18.8% | 1yr Return -0.2% | Total Assets $2B | 6M Money Flow -$144M | |
Expense Ratio 0.89% Expense Ratio 1.45% Expense Ratio 1.36% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.6% | 3yr Sharpe 0.07 | YTD Return -0.4% | 3yr Return 16.3% | 1yr Return 11.0% | Total Assets $2B | 6M Money Flow $438M | |
Expense Ratio 0.85% Expense Ratio 1.87% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.8% | 3yr Sharpe -0.06 | YTD Return -0.2% | 3yr Return 9.3% | 1yr Return 13.1% | Total Assets $2B | 6M Money Flow -$47M | |
Expense Ratio 0.57% Expense Ratio 0.26% | ||||||||
Expense Ratio 0.01% | TTM Yield 2.8% | 3yr Sharpe -0.26 | YTD Return -0.1% | 3yr Return 3.8% | 1yr Return 8.7% | Total Assets $2B | 6M Money Flow -$127M | |
Expense Ratio 1.13% Expense Ratio 0.82% | ||||||||
Expense Ratio 0.17% | TTM Yield 1.4% | 3yr Sharpe -0.11 | YTD Return -0.2% | 3yr Return 5.0% | 1yr Return 8.8% | Total Assets $1B | 6M Money Flow $22M | |
Expense Ratio 0.21% Expense Ratio 0.42% Expense Ratio 0.73% Expense Ratio 0.44% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe 0.04 | YTD Return -0.2% | 3yr Return 14.5% | 1yr Return 13.8% | Total Assets $1B | 6M Money Flow -$234M | |
Expense Ratio 0.42% Expense Ratio 0.42% Expense Ratio 0.73% Expense Ratio 0.25% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.5% | 3yr Sharpe -0.21 | YTD Return 0.0% | 3yr Return 6.2% | 1yr Return 12.3% | Total Assets $1B | 6M Money Flow -$14M | |
Expense Ratio 0.93% | TTM Yield 5.6% | 3yr Sharpe 0.10 | YTD Return -0.4% | 3yr Return 17.4% | 1yr Return 1.7% | Total Assets $1B | 6M Money Flow -$1B | |
Expense Ratio 1.48% | ||||||||
Expense Ratio 0.94% | TTM Yield 1.4% | 3yr Sharpe 0.03 | YTD Return -0.6% | 3yr Return 13.8% | 1yr Return 4.8% | Total Assets $1B | 6M Money Flow -$389M | |
Expense Ratio 0.97% Expense Ratio 1.34% Expense Ratio 1.20% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.67% | TTM Yield 1.6% | 3yr Sharpe -0.03 | YTD Return -0.2% | 3yr Return 10.5% | 1yr Return 14.0% | Total Assets $1B | 6M Money Flow -$27M | |
Expense Ratio 0.27% Expense Ratio 0.58% | ||||||||