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 0.33% | TTM Yield 3.6% | 3yr Sharpe -0.52 | YTD Return 2.7% | 3yr Return 2.5% | 1yr Return 5.7% | 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 0.57% | TTM Yield 0.1% | 3yr Sharpe 0.25 | YTD Return -3.1% | 3yr Return 30.2% | 1yr Return 8.1% | Total Assets $11B | 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 0.11% | 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 0.59% | TTM Yield 0.0% | 3yr Sharpe 0.16 | YTD Return -6.7% | 3yr Return 25.0% | 1yr Return 6.4% | Total Assets $9B | 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 0.52% | TTM Yield 1.8% | 3yr Sharpe 0.13 | YTD Return 1.4% | 3yr Return 20.5% | 1yr Return 9.7% | 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 0.86% | TTM Yield 2.5% | 3yr Sharpe -0.26 | YTD Return 4.1% | 3yr Return -3.7% | 1yr Return 15.0% | 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 0.51% | 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 0.80% | TTM Yield 5.4% | 3yr Sharpe -0.08 | YTD Return 1.4% | 3yr Return 11.5% | 1yr Return 7.6% | 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 0.71% | 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 0.54% | TTM Yield 2.6% | 3yr Sharpe -0.03 | YTD Return 1.2% | 3yr Return 12.7% | 1yr Return 6.5% | 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 0.59% | TTM Yield 2.0% | 3yr Sharpe 0.05 | YTD Return 0.6% | 3yr Return 16.4% | 1yr Return 6.6% | Total Assets $5B | 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 1.8% | 3yr Sharpe 0.04 | YTD Return 0.5% | 3yr Return 15.3% | 1yr Return 7.7% | Total Assets $5B | 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 0.7% | 3yr Sharpe 0.37 | YTD Return -4.5% | 3yr Return 34.5% | 1yr Return 8.4% | Total Assets $4B | 6M Money Flow -$186M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.69% | TTM Yield 1.4% | 3yr Sharpe 0.14 | YTD Return 0.4% | 3yr Return 20.2% | 1yr Return 6.9% | Total Assets $4B | 6M Money Flow -$225M | |
Expense Ratio 0.93% Expense Ratio 1.25% Expense Ratio 0.94% | ||||||||
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 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.10 | YTD Return 0.3% | 3yr Return 19.0% | 1yr Return 6.7% | 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 1.09% | TTM Yield 1.3% | 3yr Sharpe 0.11 | YTD Return -0.1% | 3yr Return 18.8% | 1yr Return 8.0% | 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 0.13% | 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 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 0.73% | TTM Yield 6.2% | 3yr Sharpe -0.28 | YTD Return 2.0% | 3yr Return 8.3% | 1yr Return 6.5% | Total Assets $3B | 6M Money Flow -$227M | |
Expense Ratio 1.06% Expense Ratio 1.82% Expense Ratio 0.72% | ||||||||
Expense Ratio 0.12% | TTM Yield 1.0% | 3yr Sharpe 0.46 | YTD Return -4.3% | 3yr Return 39.9% | 1yr Return 14.1% | Total Assets $2B | 6M Money Flow -$53M | |
Expense Ratio 0.85% | TTM Yield 2.1% | 3yr Sharpe -0.41 | YTD Return 4.0% | 3yr Return -2.4% | 1yr Return 6.0% | Total Assets $2B | 6M Money Flow -$582M | |
Expense Ratio 0.80% Expense Ratio 1.22% Expense Ratio 1.37% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.07 | YTD Return -0.6% | 3yr Return 18.0% | 1yr Return 3.3% | 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 0.39% | 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 0.85% | TTM Yield 3.0% | 3yr Sharpe -0.24 | YTD Return 1.8% | 3yr Return 7.9% | 1yr Return 6.8% | 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 1.13% | TTM Yield 1.0% | 3yr Sharpe 0.16 | YTD Return -0.3% | 3yr Return 22.0% | 1yr Return 8.2% | 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 0.51% | TTM Yield 3.1% | 3yr Sharpe -0.11 | YTD Return 1.5% | 3yr Return 10.8% | 1yr Return 6.2% | 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 0.74% | TTM Yield 0.4% | 3yr Sharpe -0.25 | YTD Return -6.4% | 3yr Return -0.3% | 1yr Return -4.6% | 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 0.56% | TTM Yield 2.3% | 3yr Sharpe 0.01 | YTD Return 0.9% | 3yr Return 14.3% | 1yr Return 6.6% | Total Assets $2B | 6M Money Flow -$62M | |
Expense Ratio 0.81% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.87% | TTM Yield 0.7% | 3yr Sharpe -0.24 | YTD Return -9.3% | 3yr Return -0.2% | 1yr Return -1.3% | 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 0.87% | TTM Yield 2.6% | 3yr Sharpe -0.10 | YTD Return 1.3% | 3yr Return 10.9% | 1yr Return 7.2% | 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 0.95% | TTM Yield 2.5% | 3yr Sharpe -0.44 | YTD Return 2.7% | 3yr Return -12.6% | 1yr Return 7.9% | 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 0.61% | TTM Yield 1.8% | 3yr Sharpe 0.08 | YTD Return 0.5% | 3yr Return 17.9% | 1yr Return 6.7% | Total Assets $2B | 6M Money Flow -$37M | |
Expense Ratio 0.86% Expense Ratio 1.17% | ||||||||
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 0.52% | TTM Yield 2.8% | 3yr Sharpe -0.07 | YTD Return 1.4% | 3yr Return 11.7% | 1yr Return 6.2% | Total Assets $1B | 6M Money Flow -$142M | |
Expense Ratio 0.77% Expense Ratio 1.08% | ||||||||
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 0.89% | TTM Yield 5.0% | 3yr Sharpe 0.31 | YTD Return 11.1% | 3yr Return 30.6% | 1yr Return 11.3% | Total Assets $1B | 6M Money Flow -$15M | |
Expense Ratio 1.44% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.6% | 3yr Sharpe 0.00 | YTD Return -4.1% | 3yr Return 15.0% | 1yr Return 1.2% | 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 0.00% | TTM Yield 5.6% | 3yr Sharpe 0.02 | YTD Return 1.8% | 3yr Return 14.0% | 1yr Return 9.6% | Total Assets $1B | 6M Money Flow -$80M | |
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 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.10 | YTD Return 0.3% | 3yr Return 19.0% | 1yr Return 6.7% | Total Assets $1B | 6M Money Flow -$28M | |
Expense Ratio 0.89% Expense Ratio 1.20% | ||||||||
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% | ||||||||