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 0.76% | 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 0.59% | 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 0.57% | 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 0.52% | 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 0.85% | 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 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 0.33% | 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 0.54% | 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 0.63% | 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 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 0.74% | 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 0.51% | 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 0.59% | 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 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 0.69% | 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 0.80% | 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 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 0.45% | 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 0.63% | 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 0.85% | 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 0.52% | 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 0.86% | 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 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 0.29% | 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 0.95% | 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 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 0.87% | 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 0.00% | 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 0.48% | 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 0.87% | 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 0.56% | 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 0.12% | 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 0.60% | 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 0.53% | 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 0.16% | 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 0.90% | 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 0.61% | 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 0.48% | 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 0.63% | 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 0.50% | 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 0.88% | 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 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% | ||||||||