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 0.34% | 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 0.29% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -9.6% | 3yr Return - | 1yr Return - | Total Assets $10M | 6M Money Flow - | |
Expense Ratio 0.60% | TTM Yield 2.5% | 3yr Sharpe - | YTD Return -1.3% | 3yr Return - | 1yr Return 8.6% | Total Assets $13M | 6M Money Flow $856K | |
Expense Ratio 0.89% | TTM Yield 2.6% | 3yr Sharpe - | YTD Return 3.2% | 3yr Return - | 1yr Return 10.6% | Total Assets $22M | 6M Money Flow $2M | |
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 0.35% | 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 0.15% | 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 0.67% | TTM Yield 1.6% | 3yr Sharpe - | YTD Return -9.1% | 3yr Return - | 1yr Return -2.7% | Total Assets $54M | 6M Money Flow $18M | |
Expense Ratio 0.93% Expense Ratio 1.24% Expense Ratio 0.92% | ||||||||
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 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 3.76% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 1.4% | 3yr Return - | 1yr Return - | Total Assets $92M | 6M Money Flow $33M | |
Expense Ratio 3.96% Expense Ratio 4.26% | ||||||||
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 0.58% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -12.6% | 3yr Return - | 1yr Return -2.2% | Total Assets $107M | 6M Money Flow $37M | |
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 0.90% | 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 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 0.52% | 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 0.80% | 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 0.80% | 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 0.50% | 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 0.65% | 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 0.35% | 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 0.15% | 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 0.39% | 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 0.49% | 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 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 0.35% | 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 0.34% | 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 0.48% | 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 0.60% | 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 0.48% | 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 0.38% | 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 0.53% | 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 0.48% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.4% | 3yr Return - | 1yr Return - | Total Assets $663M | 6M Money Flow - | |
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 0.48% | 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 0.47% | 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 0.49% | 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 0.46% | 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 0.88% | 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% | ||||||||