Principal Funds
Statistics as of Apr 04, 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 5.6% | 3yr Sharpe 0.02 | YTD Return 0.6% | 3yr Return 12.6% | 1yr Return 8.2% | Total Assets $1B | 6M Money Flow -$80M | |
Expense Ratio 0.11% | TTM Yield 1.4% | 3yr Sharpe 0.29 | YTD Return -13.5% | 3yr Return 15.4% | 1yr Return -0.2% | Total Assets $8B | 6M Money Flow $67K | |
Expense Ratio 0.28% Expense Ratio 0.33% Expense Ratio 0.35% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.12% | TTM Yield 1.2% | 3yr Sharpe 0.46 | YTD Return -14.0% | 3yr Return 24.7% | 1yr Return 4.0% | Total Assets $2B | 6M Money Flow -$53M | |
Expense Ratio 0.13% | TTM Yield 3.5% | 3yr Sharpe -0.55 | YTD Return 3.6% | 3yr Return 2.2% | 1yr Return 6.2% | Total Assets $3B | 6M Money Flow $268M | |
Expense Ratio 0.50% Expense Ratio 0.39% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.15% | TTM Yield 2.3% | 3yr Sharpe 0.13 | YTD Return -11.3% | 3yr Return 8.6% | 1yr Return -2.3% | Total Assets $272M | 6M Money Flow $235M | |
Expense Ratio 0.15% | TTM Yield 0.8% | 3yr Sharpe 0.17 | YTD Return -16.5% | 3yr Return 10.9% | 1yr Return -9.3% | Total Assets $54M | 6M Money Flow $6M | |
Expense Ratio 0.16% | TTM Yield 1.6% | 3yr Sharpe -0.19 | YTD Return -17.6% | 3yr Return -8.6% | 1yr Return -10.0% | 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 0.16% | TTM Yield 1.8% | 3yr Sharpe 0.00 | YTD Return -14.9% | 3yr Return 2.4% | 1yr Return -9.5% | 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 0.19% | TTM Yield 5.2% | 3yr Sharpe -0.45 | YTD Return 2.8% | 3yr Return 1.2% | 1yr Return 6.4% | Total Assets $97M | 6M Money Flow $8M | |
Expense Ratio 0.29% | TTM Yield 3.6% | 3yr Sharpe 0.14 | YTD Return -0.6% | 3yr Return 10.1% | 1yr Return -1.4% | Total Assets $989M | 6M Money Flow -$111M | |
Expense Ratio 0.31% Expense Ratio 0.56% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.29% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -9.6% | 3yr Return - | 1yr Return - | Total Assets $10M | 6M Money Flow - | |
Expense Ratio 0.33% | TTM Yield 3.6% | 3yr Sharpe -0.52 | YTD Return 3.2% | 3yr Return 3.0% | 1yr Return 5.9% | Total Assets $11B | 6M Money Flow -$464M | |
Expense Ratio 0.43% Expense Ratio 0.71% Expense Ratio 0.57% Expense Ratio 0.59% Expense Ratio 0.90% | ||||||||
Expense Ratio 0.34% | TTM Yield 2.3% | 3yr Sharpe 0.10 | YTD Return -9.0% | 3yr Return 7.7% | 1yr Return -1.4% | Total Assets $471M | 6M Money Flow $32M | |
Expense Ratio 0.51% Expense Ratio 0.37% | ||||||||
Expense Ratio 0.34% | TTM Yield 2.1% | 3yr Sharpe - | YTD Return -10.1% | 3yr Return - | 1yr Return -2.2% | Total Assets $6M | 6M Money Flow $3M | |
Expense Ratio 0.62% Expense Ratio 0.37% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.2% | 3yr Sharpe 0.12 | YTD Return -10.0% | 3yr Return 8.0% | 1yr Return -2.1% | Total Assets $427M | 6M Money Flow $30M | |
Expense Ratio 0.55% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.2% | 3yr Sharpe 0.12 | YTD Return -10.1% | 3yr Return 7.8% | 1yr Return -2.2% | Total Assets $270M | 6M Money Flow $29M | |
Expense Ratio 0.60% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.1% | 3yr Sharpe 0.12 | YTD Return -10.0% | 3yr Return 7.9% | 1yr Return -2.2% | Total Assets $144M | 6M Money Flow $15M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.1% | 3yr Sharpe 0.12 | YTD Return -10.1% | 3yr Return 7.8% | 1yr Return -2.2% | Total Assets $53M | 6M Money Flow $13M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.38% | TTM Yield 0.9% | 3yr Sharpe 0.00 | YTD Return -13.1% | 3yr Return 3.5% | 1yr Return -6.9% | Total Assets $646M | 6M Money Flow $94M | |
Expense Ratio 0.39% | TTM Yield 3.3% | 3yr Sharpe -0.74 | YTD Return 4.1% | 3yr Return -0.3% | 1yr Return 6.1% | Total Assets $2B | 6M Money Flow $408M | |
Expense Ratio 0.79% Expense Ratio 0.96% Expense Ratio 0.65% | ||||||||
Expense Ratio 0.39% | TTM Yield 7.6% | 3yr Sharpe 0.15 | YTD Return -2.9% | 3yr Return 13.0% | 1yr Return 3.8% | Total Assets $292M | 6M Money Flow $66M | |
Expense Ratio 0.40% | TTM Yield 3.8% | 3yr Sharpe -0.26 | YTD Return 1.8% | 3yr Return 11.9% | 1yr Return 5.9% | Total Assets $3B | 6M Money Flow $102M | |
Expense Ratio 0.61% Expense Ratio 0.59% Expense Ratio 1.59% Expense Ratio 0.62% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.8% | 3yr Sharpe 0.37 | YTD Return -14.1% | 3yr Return 20.0% | 1yr Return -1.5% | Total Assets $4B | 6M Money Flow -$186M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.45% | TTM Yield 2.6% | 3yr Sharpe -0.04 | YTD Return -5.0% | 3yr Return 5.8% | 1yr Return 1.1% | Total Assets $1B | 6M Money Flow $80M | |
Expense Ratio 0.31% Expense Ratio 0.34% | ||||||||
Expense Ratio 0.46% | TTM Yield 2.8% | 3yr Sharpe -0.08 | YTD Return -3.8% | 3yr Return 5.8% | 1yr Return 1.7% | Total Assets $899M | 6M Money Flow $53M | |
Expense Ratio 0.32% Expense Ratio 0.35% | ||||||||
Expense Ratio 0.47% | TTM Yield 2.6% | 3yr Sharpe 0.01 | YTD Return -6.2% | 3yr Return 6.3% | 1yr Return 0.3% | Total Assets $713M | 6M Money Flow $43M | |
Expense Ratio 0.31% Expense Ratio 0.34% | ||||||||
Expense Ratio 0.48% | TTM Yield 3.3% | 3yr Sharpe -0.15 | YTD Return -1.8% | 3yr Return 6.0% | 1yr Return 2.7% | Total Assets $707M | 6M Money Flow -$76M | |
Expense Ratio 0.66% Expense Ratio 0.85% Expense Ratio 1.06% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.48% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.4% | 3yr Return - | 1yr Return - | Total Assets $663M | 6M Money Flow - | |
Expense Ratio 0.48% | TTM Yield 4.4% | 3yr Sharpe -0.59 | YTD Return 3.1% | 3yr Return 0.2% | 1yr Return 5.4% | Total Assets $537M | 6M Money Flow -$35M | |
Expense Ratio 0.81% Expense Ratio 0.80% Expense Ratio 0.70% Expense Ratio 1.01% | ||||||||
Expense Ratio 0.48% | TTM Yield 3.0% | 3yr Sharpe -0.12 | YTD Return -2.9% | 3yr Return 5.7% | 1yr Return 2.3% | Total Assets $527M | 6M Money Flow -$7M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.49% | TTM Yield 2.4% | 3yr Sharpe 0.06 | YTD Return -7.8% | 3yr Return 6.8% | 1yr Return -0.8% | Total Assets $820M | 6M Money Flow $92M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.49% | TTM Yield 3.0% | 3yr Sharpe -0.17 | YTD Return -2.0% | 3yr Return 5.5% | 1yr Return 2.8% | Total Assets $355M | 6M Money Flow $39M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.4% | 3yr Sharpe -0.15 | YTD Return -1.8% | 3yr Return 5.9% | 1yr Return 2.5% | Total Assets $208M | 6M Money Flow -$28M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.51% | TTM Yield 7.0% | 3yr Sharpe 0.10 | YTD Return -1.4% | 3yr Return 13.5% | 1yr Return 4.6% | Total Assets $6B | 6M Money Flow $1B | |
Expense Ratio 0.60% Expense Ratio 0.90% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.51% | TTM Yield 3.2% | 3yr Sharpe -0.11 | YTD Return -2.7% | 3yr Return 5.9% | 1yr Return 1.9% | Total Assets $2B | 6M Money Flow -$258M | |
Expense Ratio 0.67% Expense Ratio 0.84% Expense Ratio 0.76% Expense Ratio 1.07% | ||||||||
Expense Ratio 0.52% | TTM Yield 2.0% | 3yr Sharpe 0.13 | YTD Return -8.7% | 3yr Return 8.5% | 1yr Return -0.6% | 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 0.52% | TTM Yield 2.9% | 3yr Sharpe -0.07 | YTD Return -3.5% | 3yr Return 5.9% | 1yr Return 1.3% | Total Assets $1B | 6M Money Flow -$142M | |
Expense Ratio 0.77% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.52% | TTM Yield 3.0% | 3yr Sharpe -0.18 | YTD Return -2.1% | 3yr Return 5.4% | 1yr Return 2.7% | Total Assets $163M | 6M Money Flow $12M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.53% | TTM Yield 3.2% | 3yr Sharpe -0.50 | YTD Return 4.2% | 3yr Return 1.9% | 1yr Return 6.6% | Total Assets $659M | 6M Money Flow -$44M | |
Expense Ratio 0.82% Expense Ratio 0.86% Expense Ratio 0.67% Expense Ratio 0.98% | ||||||||
Expense Ratio 0.54% | TTM Yield 2.8% | 3yr Sharpe -0.03 | YTD Return -4.6% | 3yr Return 5.9% | 1yr Return 0.7% | Total Assets $5B | 6M Money Flow -$430M | |
Expense Ratio 0.70% Expense Ratio 0.79% Expense Ratio 1.10% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.55% | TTM Yield 4.8% | 3yr Sharpe -0.01 | YTD Return -0.4% | 3yr Return 11.2% | 1yr Return 6.3% | Total Assets $1B | 6M Money Flow $173M | |
Expense Ratio 0.56% | TTM Yield 2.4% | 3yr Sharpe 0.01 | YTD Return -5.6% | 3yr Return 6.4% | 1yr Return 0.0% | Total Assets $2B | 6M Money Flow -$62M | |
Expense Ratio 0.81% Expense Ratio 1.12% | ||||||||