Principal Funds
Statistics as of Apr 02, 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 0.71% | TTM Yield 3.7% | 3yr Sharpe 0.00 | YTD Return 8.9% | 3yr Return 13.7% | 1yr Return 10.2% | Total Assets $5B | 6M Money Flow $5B | |
Expense Ratio 0.81% Expense Ratio 0.98% Expense Ratio 1.29% | ||||||||
Expense Ratio 1.04% | TTM Yield 0.3% | 3yr Sharpe -0.07 | YTD Return 5.5% | 3yr Return 9.5% | 1yr Return 6.5% | Total Assets $3B | 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 0.51% | TTM Yield 6.8% | 3yr Sharpe 0.10 | YTD Return 1.0% | 3yr Return 16.4% | 1yr Return 7.3% | Total Assets $6B | 6M Money Flow $1B | |
Expense Ratio 0.60% Expense Ratio 0.90% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.39% | TTM Yield 3.3% | 3yr Sharpe -0.74 | YTD Return 3.9% | 3yr Return -0.5% | 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 0.13% | TTM Yield 3.5% | 3yr Sharpe -0.55 | YTD Return 3.0% | 3yr Return 1.6% | 1yr Return 5.8% | 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 2.0% | 3yr Sharpe 0.13 | YTD Return -0.1% | 3yr Return 21.9% | 1yr Return 9.4% | Total Assets $302M | 6M Money Flow $235M | |
Expense Ratio 0.55% | TTM Yield 4.7% | 3yr Sharpe -0.01 | YTD Return 1.5% | 3yr Return 13.4% | 1yr Return 8.3% | Total Assets $1B | 6M Money Flow $173M | |
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe -0.19 | YTD Return -7.4% | 3yr Return 2.4% | 1yr Return 0.8% | 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 0.40% | TTM Yield 3.8% | 3yr Sharpe -0.26 | YTD Return 1.6% | 3yr Return 11.8% | 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 6.7% | 3yr Sharpe 0.02 | YTD Return 2.9% | 3yr Return 14.0% | 1yr Return 7.9% | Total Assets $683M | 6M Money Flow $100M | |
Expense Ratio 0.38% | TTM Yield 0.8% | 3yr Sharpe 0.00 | YTD Return -3.5% | 3yr Return 14.5% | 1yr Return 3.2% | Total Assets $704M | 6M Money Flow $94M | |
Expense Ratio 0.49% | TTM Yield 2.2% | 3yr Sharpe 0.06 | YTD Return 0.1% | 3yr Return 16.5% | 1yr Return 7.1% | Total Assets $890M | 6M Money Flow $92M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.45% | TTM Yield 2.5% | 3yr Sharpe -0.04 | YTD Return 0.8% | 3yr Return 12.6% | 1yr Return 6.8% | Total Assets $1B | 6M Money Flow $80M | |
Expense Ratio 0.31% Expense Ratio 0.34% | ||||||||
Expense Ratio 0.39% | TTM Yield 7.3% | 3yr Sharpe 0.15 | YTD Return 0.9% | 3yr Return 17.9% | 1yr Return 7.6% | Total Assets $300M | 6M Money Flow $66M | |
Expense Ratio 0.46% | TTM Yield 2.7% | 3yr Sharpe -0.08 | YTD Return 1.0% | 3yr Return 11.5% | 1yr Return 6.5% | Total Assets $943M | 6M Money Flow $53M | |
Expense Ratio 0.32% Expense Ratio 0.35% | ||||||||
Expense Ratio 0.47% | TTM Yield 2.4% | 3yr Sharpe 0.01 | YTD Return 0.5% | 3yr Return 14.3% | 1yr Return 7.0% | Total Assets $763M | 6M Money Flow $43M | |
Expense Ratio 0.31% Expense Ratio 0.34% | ||||||||
Expense Ratio 0.49% | TTM Yield 2.9% | 3yr Sharpe -0.17 | YTD Return 1.4% | 3yr Return 9.6% | 1yr Return 6.4% | Total Assets $364M | 6M Money Flow $39M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.58% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.0% | 3yr Return - | 1yr Return 6.2% | Total Assets $115M | 6M Money Flow $37M | |
Expense Ratio 3.76% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 1.8% | 3yr Return - | 1yr Return - | Total Assets $92M | 6M Money Flow $33M | |
Expense Ratio 3.96% Expense Ratio 4.26% | ||||||||
Expense Ratio 0.34% | TTM Yield 2.1% | 3yr Sharpe 0.10 | YTD Return -0.2% | 3yr Return 18.7% | 1yr Return 7.4% | Total Assets $517M | 6M Money Flow $32M | |
Expense Ratio 0.51% Expense Ratio 0.37% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.0% | 3yr Sharpe 0.12 | YTD Return -0.4% | 3yr Return 20.1% | 1yr Return 7.5% | Total Assets $471M | 6M Money Flow $30M | |
Expense Ratio 0.55% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.35% | TTM Yield 1.9% | 3yr Sharpe 0.12 | YTD Return -0.5% | 3yr Return 20.0% | 1yr Return 7.5% | Total Assets $299M | 6M Money Flow $29M | |
Expense Ratio 0.60% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.80% | TTM Yield 4.7% | 3yr Sharpe -0.42 | YTD Return 0.4% | 3yr Return 4.2% | 1yr Return 4.0% | Total Assets $177M | 6M Money Flow $21M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 0.67% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return 0.3% | 3yr Return - | 1yr Return 6.7% | Total Assets $59M | 6M Money Flow $18M | |
Expense Ratio 0.93% Expense Ratio 1.24% Expense Ratio 0.92% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.6% | 3yr Sharpe 0.08 | YTD Return -2.0% | 3yr Return 19.5% | 1yr Return 2.5% | Total Assets $2B | 6M Money Flow $17M | |
Expense Ratio 0.85% Expense Ratio 1.12% Expense Ratio 1.87% | ||||||||
Expense Ratio 0.35% | TTM Yield 1.9% | 3yr Sharpe 0.12 | YTD Return -0.5% | 3yr Return 20.0% | 1yr Return 7.5% | Total Assets $159M | 6M Money Flow $15M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.35% | TTM Yield 1.9% | 3yr Sharpe 0.12 | YTD Return -0.5% | 3yr Return 20.0% | 1yr Return 7.4% | Total Assets $58M | 6M Money Flow $13M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.6% | 3yr Sharpe 0.10 | YTD Return 0.3% | 3yr Return 18.9% | 1yr Return 6.6% | Total Assets $233M | 6M Money Flow $13M | |
Expense Ratio 0.90% Expense Ratio 1.21% | ||||||||
Expense Ratio 0.52% | TTM Yield 2.9% | 3yr Sharpe -0.18 | YTD Return 1.5% | 3yr Return 9.5% | 1yr Return 6.3% | Total Assets $169M | 6M Money Flow $12M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.19% | TTM Yield 5.2% | 3yr Sharpe -0.45 | YTD Return 2.8% | 3yr Return 1.5% | 1yr Return 6.7% | Total Assets $97M | 6M Money Flow $8M | |
Expense Ratio 1.31% | TTM Yield 2.0% | 3yr Sharpe -0.49 | YTD Return 1.5% | 3yr Return 4.5% | 1yr Return 4.5% | Total Assets $164M | 6M Money Flow $7M | |
Expense Ratio 1.51% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.87% | TTM Yield 3.2% | 3yr Sharpe -0.57 | YTD Return 0.1% | 3yr Return 3.9% | 1yr Return 2.7% | Total Assets $623M | 6M Money Flow $7M | |
Expense Ratio 0.62% Expense Ratio 1.73% | ||||||||
Expense Ratio 1.48% | TTM Yield 1.6% | 3yr Sharpe -0.04 | YTD Return 0.7% | 3yr Return 13.3% | 1yr Return 4.0% | Total Assets $429M | 6M Money Flow $6M | |
Expense Ratio 1.34% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.15% | TTM Yield 0.7% | 3yr Sharpe 0.17 | YTD Return -6.4% | 3yr Return 24.5% | 1yr Return 0.6% | Total Assets $58M | 6M Money Flow $6M | |
Expense Ratio 0.34% | TTM Yield 1.9% | 3yr Sharpe - | YTD Return -0.5% | 3yr Return - | 1yr Return 7.4% | Total Assets $7M | 6M Money Flow $3M | |
Expense Ratio 0.62% Expense Ratio 0.37% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.5% | 3yr Sharpe - | YTD Return 6.9% | 3yr Return - | 1yr Return 14.4% | Total Assets $22M | 6M Money Flow $2M | |
Expense Ratio 0.60% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 4.5% | 3yr Return - | 1yr Return 14.1% | Total Assets $13M | 6M Money Flow $856K | |
Expense Ratio 0.11% | TTM Yield 1.3% | 3yr Sharpe 0.29 | YTD Return -3.3% | 3yr Return 30.0% | 1yr Return 10.2% | Total Assets $9B | 6M Money Flow $67K | |
Expense Ratio 0.28% Expense Ratio 0.33% Expense Ratio 0.35% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.60% | TTM Yield 5.0% | 3yr Sharpe -0.06 | YTD Return 1.2% | 3yr Return 12.0% | 1yr Return 7.7% | Total Assets $36M | 6M Money Flow -$2M | |
Expense Ratio 5.47% | TTM Yield 8.4% | 3yr Sharpe -0.30 | YTD Return 10.3% | 3yr Return -4.1% | 1yr Return 16.6% | Total Assets $78M | 6M Money Flow -$5M | |
Expense Ratio 0.48% | TTM Yield 2.9% | 3yr Sharpe -0.12 | YTD Return 1.2% | 3yr Return 10.5% | 1yr Return 6.4% | Total Assets $550M | 6M Money Flow -$7M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.77% | TTM Yield 0.9% | 3yr Sharpe -0.04 | YTD Return -0.9% | 3yr Return 13.1% | 1yr Return 3.5% | Total Assets $65M | 6M Money Flow -$10M | |
Expense Ratio 0.67% Expense Ratio 1.10% | ||||||||