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 0.12% | 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 0.45% | 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 0.89% | TTM Yield 5.5% | 3yr Sharpe 0.31 | YTD Return 1.1% | 3yr Return 18.4% | 1yr Return 1.1% | Total Assets $1B | 6M Money Flow -$15M | |
Expense Ratio 1.44% | ||||||||
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 0.57% | TTM Yield 0.1% | 3yr Sharpe 0.25 | YTD Return -12.6% | 3yr Return 15.4% | 1yr Return -1.5% | Total Assets $10B | 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 0.15% | 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 1.13% | TTM Yield 1.1% | 3yr Sharpe 0.16 | YTD Return -9.6% | 3yr Return 9.9% | 1yr Return -1.2% | 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 0.59% | TTM Yield 0.0% | 3yr Sharpe 0.16 | YTD Return -16.8% | 3yr Return 9.6% | 1yr Return -4.1% | Total Assets $8B | 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 0.39% | 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 0.29% | 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 0.69% | TTM Yield 1.6% | 3yr Sharpe 0.14 | YTD Return -9.3% | 3yr Return 8.7% | 1yr Return -2.6% | Total Assets $3B | 6M Money Flow -$225M | |
Expense Ratio 0.93% Expense Ratio 1.25% Expense Ratio 0.94% | ||||||||
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 0.52% | 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 0.35% | 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 2.1% | 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 2.2% | 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 -10.1% | 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 1.09% | TTM Yield 1.5% | 3yr Sharpe 0.11 | YTD Return -8.0% | 3yr Return 8.7% | 1yr Return 0.0% | 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 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 0.63% | TTM Yield 1.7% | 3yr Sharpe 0.10 | YTD Return -9.1% | 3yr Return 7.3% | 1yr Return -2.7% | Total Assets $3B | 6M Money Flow -$174M | |
Expense Ratio 0.83% Expense Ratio 0.88% Expense Ratio 1.00% Expense Ratio 1.19% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.8% | 3yr Sharpe 0.10 | YTD Return -9.2% | 3yr Return 7.2% | 1yr Return -2.8% | Total Assets $999M | 6M Money Flow -$28M | |
Expense Ratio 0.89% Expense Ratio 1.20% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.7% | 3yr Sharpe 0.10 | YTD Return -9.2% | 3yr Return 7.2% | 1yr Return -2.7% | Total Assets $962M | 6M Money Flow -$18M | |
Expense Ratio 0.89% Expense Ratio 1.20% Expense Ratio 0.98% | ||||||||
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 0.65% | TTM Yield 1.7% | 3yr Sharpe 0.10 | YTD Return -9.1% | 3yr Return 7.1% | 1yr Return -2.8% | Total Assets $211M | 6M Money Flow $13M | |
Expense Ratio 0.90% Expense Ratio 1.21% | ||||||||
Expense Ratio 0.76% | TTM Yield 2.7% | 3yr Sharpe 0.09 | YTD Return -0.5% | 3yr Return 7.4% | 1yr Return -1.9% | Total Assets $971M | 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 0.61% | TTM Yield 1.9% | 3yr Sharpe 0.08 | YTD Return -8.2% | 3yr Return 7.1% | 1yr Return -1.9% | Total Assets $2B | 6M Money Flow -$37M | |
Expense Ratio 0.86% Expense Ratio 1.17% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.8% | 3yr Sharpe 0.08 | YTD Return -13.1% | 3yr Return 6.5% | 1yr Return -8.6% | Total Assets $1B | 6M Money Flow $17M | |
Expense Ratio 0.85% Expense Ratio 1.12% Expense Ratio 1.87% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.8% | 3yr Sharpe 0.07 | YTD Return -10.2% | 3yr Return 7.1% | 1yr Return -6.0% | 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 0.49% | 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 0.59% | TTM Yield 2.2% | 3yr Sharpe 0.05 | YTD Return -7.1% | 3yr Return 6.8% | 1yr Return -1.2% | Total Assets $4B | 6M Money Flow -$249M | |
Expense Ratio 0.76% Expense Ratio 0.84% Expense Ratio 1.15% Expense Ratio 0.93% | ||||||||
Expense Ratio 1.07% | TTM Yield 2.0% | 3yr Sharpe 0.04 | YTD Return -5.5% | 3yr Return 7.8% | 1yr Return 1.6% | Total Assets $4B | 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 0.86% | TTM Yield 6.7% | 3yr Sharpe 0.02 | YTD Return 2.5% | 3yr Return 13.2% | 1yr Return 7.0% | Total Assets $680M | 6M Money Flow $100M | |
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 0.56% | 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% | ||||||||
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 0.71% | TTM Yield 4.1% | 3yr Sharpe 0.00 | YTD Return -0.8% | 3yr Return 3.0% | 1yr Return 0.5% | Total Assets $5B | 6M Money Flow $5B | |
Expense Ratio 0.81% Expense Ratio 0.98% Expense Ratio 1.29% | ||||||||
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 0.16% | 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 0.55% | 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 0.54% | 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 0.45% | 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 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% | ||||||||