Principal Funds
Statistics as of May 01, 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 0.39% | TTM Yield 7.4% | 3yr Sharpe 0.29 | YTD Return 0.5% | 3yr Return 20.8% | 1yr Return 7.3% | Total Assets $292M | 6M Money Flow $48M | |
Expense Ratio 0.12% | TTM Yield 1.0% | 3yr Sharpe 0.64 | YTD Return -4.5% | 3yr Return 51.2% | 1yr Return 17.5% | Total Assets $3B | 6M Money Flow $61M | |
Expense Ratio 0.87% | TTM Yield 3.2% | 3yr Sharpe -0.44 | YTD Return -1.2% | 3yr Return 6.3% | 1yr Return 1.5% | Total Assets $615M | 6M Money Flow -$2M | |
Expense Ratio 0.62% Expense Ratio 1.73% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.4% | 3yr Sharpe 0.30 | YTD Return -1.0% | 3yr Return 27.8% | 1yr Return 9.9% | Total Assets $3B | 6M Money Flow -$127M | |
Expense Ratio 0.94% Expense Ratio 0.80% Expense Ratio 1.88% Expense Ratio 1.04% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.13% | TTM Yield 1.0% | 3yr Sharpe 0.36 | YTD Return -1.3% | 3yr Return 32.4% | 1yr Return 10.3% | Total Assets $2B | 6M Money Flow -$91M | |
Expense Ratio 0.99% Expense Ratio 0.83% Expense Ratio 1.93% Expense Ratio 1.07% Expense Ratio 1.38% | ||||||||
Expense Ratio 1.07% | TTM Yield 1.9% | 3yr Sharpe 0.23 | YTD Return -0.2% | 3yr Return 22.8% | 1yr Return 9.5% | Total Assets $4B | 6M Money Flow -$224M | |
Expense Ratio 0.92% Expense Ratio 0.77% Expense Ratio 1.86% Expense Ratio 1.02% Expense Ratio 1.33% | ||||||||
Expense Ratio 0.15% | TTM Yield 2.1% | 3yr Sharpe 0.13 | YTD Return -6.2% | 3yr Return 20.7% | 1yr Return 7.5% | Total Assets $294M | 6M Money Flow $241M | |
Expense Ratio 0.45% | TTM Yield 0.7% | 3yr Sharpe 0.58 | YTD Return -5.5% | 3yr Return 46.2% | 1yr Return 11.6% | Total Assets $4B | 6M Money Flow -$129M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.59% | TTM Yield 2.0% | 3yr Sharpe 0.25 | YTD Return 0.1% | 3yr Return 25.5% | 1yr Return 8.8% | Total Assets $4B | 6M Money Flow -$282M | |
Expense Ratio 0.76% Expense Ratio 0.84% Expense Ratio 1.15% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe -0.12 | YTD Return -12.2% | 3yr Return 6.3% | 1yr Return -1.8% | Total Assets $1B | 6M Money Flow $163M | |
Expense Ratio 0.21% Expense Ratio 0.40% Expense Ratio 0.42% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.88% | TTM Yield 1.6% | 3yr Sharpe -0.06 | YTD Return -11.1% | 3yr Return 11.0% | 1yr Return -4.2% | Total Assets $1B | 6M Money Flow $16M | |
Expense Ratio 0.94% Expense Ratio 1.20% Expense Ratio 1.13% Expense Ratio 1.44% | ||||||||
Expense Ratio 0.74% | TTM Yield 0.4% | 3yr Sharpe -0.10 | YTD Return -8.5% | 3yr Return 8.5% | 1yr Return -1.9% | Total Assets $2B | 6M Money Flow -$171M | |
Expense Ratio 0.85% Expense Ratio 1.12% Expense Ratio 0.98% Expense Ratio 1.00% Expense Ratio 1.31% | ||||||||
Expense Ratio 1.48% | TTM Yield 1.6% | 3yr Sharpe -0.01 | YTD Return -0.1% | 3yr Return 13.7% | 1yr Return 4.3% | Total Assets $420M | 6M Money Flow $2M | |
Expense Ratio 1.34% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.40% | TTM Yield 3.8% | 3yr Sharpe -0.11 | YTD Return 2.0% | 3yr Return 12.9% | 1yr Return 6.4% | Total Assets $3B | 6M Money Flow -$123M | |
Expense Ratio 0.61% Expense Ratio 0.59% Expense Ratio 1.59% Expense Ratio 0.62% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.15% | TTM Yield 0.7% | 3yr Sharpe 0.33 | YTD Return -7.0% | 3yr Return 32.7% | 1yr Return 5.5% | Total Assets $46M | 6M Money Flow -$7M | |
Expense Ratio 0.38% | TTM Yield 0.8% | 3yr Sharpe 0.11 | YTD Return -6.2% | 3yr Return 21.4% | 1yr Return 2.8% | Total Assets $743M | 6M Money Flow $121M | |
Expense Ratio 0.55% | TTM Yield 4.7% | 3yr Sharpe 0.09 | YTD Return 0.9% | 3yr Return 16.6% | 1yr Return 8.1% | Total Assets $1B | 6M Money Flow $135M | |
Expense Ratio 0.60% | TTM Yield 5.1% | 3yr Sharpe 0.04 | YTD Return 0.6% | 3yr Return 15.0% | 1yr Return 7.2% | Total Assets $56M | 6M Money Flow $19M | |
Expense Ratio 0.80% | TTM Yield 5.4% | 3yr Sharpe 0.00 | YTD Return 0.8% | 3yr Return 14.2% | 1yr Return 7.5% | Total Assets $6B | 6M Money Flow -$705M | |
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 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.30 | YTD Return -0.4% | 3yr Return 29.2% | 1yr Return 9.1% | Total Assets $3B | 6M Money Flow -$192M | |
Expense Ratio 0.83% Expense Ratio 0.88% Expense Ratio 1.00% Expense Ratio 1.19% | ||||||||
Expense Ratio 0.80% | TTM Yield 0.0% | 3yr Sharpe 0.00 | YTD Return -7.1% | 3yr Return 14.1% | 1yr Return 0.4% | Total Assets $229M | 6M Money Flow -$217M | |
Expense Ratio 1.07% Expense Ratio 1.06% Expense Ratio 1.37% | ||||||||
Expense Ratio 3.76% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.2% | 3yr Return - | 1yr Return - | Total Assets $93M | 6M Money Flow $33M | |
Expense Ratio 3.96% Expense Ratio 4.26% | ||||||||
Expense Ratio 0.95% | TTM Yield 2.5% | 3yr Sharpe -0.35 | YTD Return 3.3% | 3yr Return -5.8% | 1yr Return 12.3% | Total Assets $2B | 6M Money Flow -$98M | |
Expense Ratio 0.90% Expense Ratio 1.35% Expense Ratio 1.15% Expense Ratio 1.46% | ||||||||
Expense Ratio 0.80% | TTM Yield 4.8% | 3yr Sharpe -0.31 | YTD Return -1.4% | 3yr Return 6.7% | 1yr Return 2.4% | Total Assets $165M | 6M Money Flow $9M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 0.13% | TTM Yield 3.5% | 3yr Sharpe -0.37 | YTD Return 2.8% | 3yr Return 5.1% | 1yr Return 7.1% | Total Assets $3B | 6M Money Flow $311M | |
Expense Ratio 0.50% Expense Ratio 0.39% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.54% | TTM Yield 2.6% | 3yr Sharpe 0.17 | YTD Return 0.7% | 3yr Return 20.3% | 1yr Return 8.5% | Total Assets $5B | 6M Money Flow -$456M | |
Expense Ratio 0.70% Expense Ratio 0.79% Expense Ratio 1.10% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.48% | TTM Yield 4.5% | 3yr Sharpe -0.41 | YTD Return 2.5% | 3yr Return 3.7% | 1yr Return 6.5% | Total Assets $535M | 6M Money Flow -$23M | |
Expense Ratio 0.81% Expense Ratio 0.80% Expense Ratio 0.70% Expense Ratio 1.01% | ||||||||
Expense Ratio 0.53% | TTM Yield 3.3% | 3yr Sharpe -0.36 | YTD Return 3.1% | 3yr Return 4.1% | 1yr Return 7.8% | Total Assets $642M | 6M Money Flow -$39M | |
Expense Ratio 0.82% Expense Ratio 0.86% Expense Ratio 0.67% Expense Ratio 0.98% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.7% | 3yr Sharpe 0.13 | YTD Return -6.6% | 3yr Return 22.4% | 1yr Return 1.9% | Total Assets $2B | 6M Money Flow -$66M | |
Expense Ratio 0.85% Expense Ratio 1.12% Expense Ratio 1.87% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.7% | 3yr Sharpe 0.09 | YTD Return -7.9% | 3yr Return 19.7% | 1yr Return 1.3% | Total Assets $1B | 6M Money Flow -$13M | |
Expense Ratio 0.25% Expense Ratio 0.38% Expense Ratio 0.42% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.51% | TTM Yield 3.1% | 3yr Sharpe 0.09 | YTD Return 1.2% | 3yr Return 16.7% | 1yr Return 7.7% | Total Assets $2B | 6M Money Flow -$270M | |
Expense Ratio 0.67% Expense Ratio 0.84% Expense Ratio 0.76% Expense Ratio 1.07% | ||||||||
Expense Ratio 0.69% | TTM Yield 1.5% | 3yr Sharpe 0.19 | YTD Return -3.5% | 3yr Return 22.8% | 1yr Return 6.0% | Total Assets $3B | 6M Money Flow -$164M | |
Expense Ratio 0.93% Expense Ratio 1.25% Expense Ratio 0.94% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.30 | YTD Return -0.3% | 3yr Return 29.2% | 1yr Return 9.2% | Total Assets $1B | 6M Money Flow -$27M | |
Expense Ratio 0.89% Expense Ratio 1.20% Expense Ratio 0.98% | ||||||||
Expense Ratio 0.67% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return -0.3% | 3yr Return - | 1yr Return 9.1% | Total Assets $62M | 6M Money Flow $18M | |
Expense Ratio 0.93% Expense Ratio 1.24% Expense Ratio 0.92% | ||||||||
Expense Ratio 0.48% | TTM Yield 3.2% | 3yr Sharpe 0.04 | YTD Return 1.4% | 3yr Return 15.0% | 1yr Return 7.5% | Total Assets $722M | 6M Money Flow -$80M | |
Expense Ratio 0.66% Expense Ratio 0.85% Expense Ratio 1.06% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.34% | TTM Yield 2.1% | 3yr Sharpe 0.29 | YTD Return -1.0% | 3yr Return 28.2% | 1yr Return 9.5% | Total Assets $519M | 6M Money Flow $39M | |
Expense Ratio 0.51% Expense Ratio 0.37% | ||||||||
Expense Ratio 0.35% | TTM Yield 1.9% | 3yr Sharpe 0.31 | YTD Return -1.4% | 3yr Return 29.8% | 1yr Return 9.7% | Total Assets $162M | 6M Money Flow $20M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.34% | TTM Yield 1.9% | 3yr Sharpe - | YTD Return -1.5% | 3yr Return - | 1yr Return 9.6% | Total Assets $7M | 6M Money Flow $3M | |
Expense Ratio 0.62% Expense Ratio 0.37% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.0% | 3yr Sharpe 0.31 | YTD Return -1.4% | 3yr Return 29.8% | 1yr Return 9.7% | Total Assets $477M | 6M Money Flow $46M | |
Expense Ratio 0.55% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.6% | 3yr Sharpe 0.29 | YTD Return -0.3% | 3yr Return 29.1% | 1yr Return 9.1% | Total Assets $233M | 6M Money Flow $12M | |
Expense Ratio 0.90% Expense Ratio 1.21% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.0% | 3yr Sharpe 0.31 | YTD Return -1.4% | 3yr Return 29.8% | 1yr Return 9.6% | Total Assets $301M | 6M Money Flow $32M | |
Expense Ratio 0.60% Expense Ratio 0.38% | ||||||||
Expense Ratio 0.35% | TTM Yield 1.9% | 3yr Sharpe 0.31 | YTD Return -1.4% | 3yr Return 29.9% | 1yr Return 9.6% | Total Assets $60M | 6M Money Flow $13M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||