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 0.39% | 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 0.48% | 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 0.87% | TTM Yield 3.1% | 3yr Sharpe -0.57 | YTD Return 0.9% | 3yr Return 4.7% | 1yr Return 3.5% | Total Assets $628M | 6M Money Flow $7M | |
Expense Ratio 0.62% Expense Ratio 1.73% | ||||||||
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 0.33% | 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 0.53% | 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 1.31% | TTM Yield 2.1% | 3yr Sharpe -0.49 | YTD Return -0.3% | 3yr Return 2.7% | 1yr Return 2.8% | Total Assets $161M | 6M Money Flow $7M | |
Expense Ratio 1.51% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.60% | TTM Yield 3.8% | 3yr Sharpe -0.49 | YTD Return 1.0% | 3yr Return 5.0% | 1yr Return 3.3% | Total Assets $528M | 6M Money Flow -$44M | |
Expense Ratio 0.88% Expense Ratio 1.79% | ||||||||
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 0.95% | TTM Yield 2.7% | 3yr Sharpe -0.44 | YTD Return -3.8% | 3yr Return -17.7% | 1yr Return 1.8% | 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 0.80% | TTM Yield 4.7% | 3yr Sharpe -0.42 | YTD Return 1.2% | 3yr Return 5.0% | 1yr Return 5.0% | Total Assets $180M | 6M Money Flow $21M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 0.85% | TTM Yield 2.3% | 3yr Sharpe -0.41 | YTD Return -2.6% | 3yr Return -8.6% | 1yr Return -0.9% | Total Assets $2B | 6M Money Flow -$582M | |
Expense Ratio 0.80% Expense Ratio 1.22% Expense Ratio 1.37% | ||||||||
Expense Ratio 5.47% | TTM Yield 8.8% | 3yr Sharpe -0.30 | YTD Return 5.3% | 3yr Return -6.8% | 1yr Return 11.3% | Total Assets $76M | 6M Money Flow -$5M | |
Expense Ratio 0.90% | TTM Yield 0.0% | 3yr Sharpe -0.29 | YTD Return -21.7% | 3yr Return -17.0% | 1yr Return -10.5% | Total Assets $146M | 6M Money Flow -$43M | |
Expense Ratio 0.75% Expense Ratio 1.24% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.73% | TTM Yield 6.3% | 3yr Sharpe -0.28 | YTD Return 0.9% | 3yr Return 7.0% | 1yr Return 5.1% | Total Assets $2B | 6M Money Flow -$227M | |
Expense Ratio 1.06% Expense Ratio 1.82% Expense Ratio 0.72% | ||||||||
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 0.86% | TTM Yield 2.7% | 3yr Sharpe -0.26 | YTD Return -2.9% | 3yr Return -9.5% | 1yr Return 7.9% | 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 0.74% | TTM Yield 0.5% | 3yr Sharpe -0.25 | YTD Return -17.3% | 3yr Return -12.0% | 1yr Return -15.2% | 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 0.87% | TTM Yield 0.8% | 3yr Sharpe -0.24 | YTD Return -20.1% | 3yr Return -12.7% | 1yr Return -12.4% | 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 0.85% | TTM Yield 3.1% | 3yr Sharpe -0.24 | YTD Return -0.6% | 3yr Return 5.2% | 1yr Return 4.3% | 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 0.80% | TTM Yield 0.0% | 3yr Sharpe -0.22 | YTD Return -17.5% | 3yr Return -10.9% | 1yr Return -14.5% | Total Assets $205M | 6M Money Flow -$222M | |
Expense Ratio 1.07% Expense Ratio 1.37% Expense Ratio 1.06% | ||||||||
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 0.52% | 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 0.49% | 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 1.03% | TTM Yield 4.1% | 3yr Sharpe -0.16 | YTD Return -1.7% | 3yr Return -3.9% | 1yr Return -4.5% | Total Assets $395M | 6M Money Flow -$289M | |
Expense Ratio 1.08% | ||||||||
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 0.50% | 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 0.48% | 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 0.51% | 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 0.87% | TTM Yield 2.7% | 3yr Sharpe -0.10 | YTD Return -2.5% | 3yr Return 6.4% | 1yr Return 3.3% | 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 0.80% | TTM Yield 5.4% | 3yr Sharpe -0.08 | YTD Return 0.1% | 3yr Return 10.0% | 1yr Return 6.1% | Total Assets $6B | 6M Money Flow -$558M | |
Expense Ratio 0.71% Expense Ratio 1.04% Expense Ratio 1.80% Expense Ratio 1.03% Expense Ratio 0.96% Expense Ratio 1.27% | ||||||||
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 0.52% | 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 0.88% | TTM Yield 1.7% | 3yr Sharpe -0.07 | YTD Return -15.8% | 3yr Return -1.8% | 1yr Return -12.5% | Total Assets $949M | 6M Money Flow -$20M | |
Expense Ratio 0.94% Expense Ratio 1.20% Expense Ratio 1.13% Expense Ratio 1.44% | ||||||||
Expense Ratio 1.04% | TTM Yield 0.3% | 3yr Sharpe -0.07 | YTD Return -2.8% | 3yr Return -0.5% | 1yr Return -1.8% | Total Assets $2B | 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 0.60% | TTM Yield 5.1% | 3yr Sharpe -0.06 | YTD Return 0.0% | 3yr Return 10.4% | 1yr Return 6.3% | Total Assets $35M | 6M Money Flow -$2M | |
Expense Ratio 0.77% | TTM Yield 1.0% | 3yr Sharpe -0.04 | YTD Return -11.1% | 3yr Return 1.7% | 1yr Return -6.6% | Total Assets $59M | 6M Money Flow -$10M | |
Expense Ratio 0.67% Expense Ratio 1.10% | ||||||||
Expense Ratio 1.48% | TTM Yield 1.6% | 3yr Sharpe -0.04 | YTD Return -1.9% | 3yr Return 10.0% | 1yr Return 1.3% | Total Assets $419M | 6M Money Flow $6M | |
Expense Ratio 1.34% Expense Ratio 1.81% | ||||||||
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 0.54% | 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 0.16% | 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% | ||||||||