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 0.11% | TTM Yield 1.3% | 3yr Sharpe 0.49 | YTD Return -4.3% | 3yr Return 41.4% | 1yr Return 13.1% | Total Assets $9B | 6M Money Flow -$4M | |
Expense Ratio 0.28% Expense Ratio 0.33% Expense Ratio 0.35% Expense Ratio 0.66% | ||||||||
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 0.12% | 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 0.15% | 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 0.29% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.2% | 3yr Return - | 1yr Return - | Total Assets $11M | 6M Money Flow - | |
Expense Ratio 0.57% | TTM Yield 0.1% | 3yr Sharpe 0.59 | YTD Return -0.7% | 3yr Return 54.2% | 1yr Return 14.0% | Total Assets $11B | 6M Money Flow -$849M | |
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 0.59% | TTM Yield 0.0% | 3yr Sharpe 0.48 | YTD Return -5.1% | 3yr Return 46.8% | 1yr Return 12.9% | 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 0.58% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.6% | 3yr Return - | 1yr Return 11.3% | Total Assets $128M | 6M Money Flow $43M | |
Expense Ratio 0.52% | TTM Yield 1.8% | 3yr Sharpe 0.19 | YTD Return -2.1% | 3yr Return 24.0% | 1yr Return 9.3% | Total Assets $8B | 6M Money Flow -$666M | |
Expense Ratio 0.85% Expense Ratio 0.77% Expense Ratio 0.76% Expense Ratio 1.62% Expense Ratio 1.08% | ||||||||
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 0.15% | 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 0.16% | 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 0.77% | TTM Yield 1.0% | 3yr Sharpe 0.05 | YTD Return -5.2% | 3yr Return 17.0% | 1yr Return 2.6% | Total Assets $57M | 6M Money Flow -$14M | |
Expense Ratio 1.10% Expense Ratio 0.67% | ||||||||
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 0.75% | TTM Yield 0.0% | 3yr Sharpe -0.05 | YTD Return -9.2% | 3yr Return 11.1% | 1yr Return 9.3% | Total Assets $170M | 6M Money Flow -$40M | |
Expense Ratio 0.90% Expense Ratio 1.24% Expense Ratio 0.93% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.7% | 3yr Sharpe 0.09 | YTD Return -4.2% | 3yr Return 18.4% | 1yr Return 3.6% | Total Assets $2B | 6M Money Flow -$380M | |
Expense Ratio 0.69% Expense Ratio 0.87% Expense Ratio 1.07% Expense Ratio 0.88% Expense Ratio 1.19% | ||||||||
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 0.74% | 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 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 0.38% | 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 0.87% | TTM Yield 0.7% | 3yr Sharpe -0.07 | YTD Return -10.8% | 3yr Return 10.9% | 1yr Return 1.2% | Total Assets $2B | 6M Money Flow -$81M | |
Expense Ratio 0.99% Expense Ratio 1.15% Expense Ratio 1.13% Expense Ratio 1.44% | ||||||||
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 0.71% | TTM Yield 3.7% | 3yr Sharpe 0.24 | YTD Return 9.7% | 3yr Return 26.6% | 1yr Return 12.4% | Total Assets $5B | 6M Money Flow $5B | |
Expense Ratio 0.81% Expense Ratio 0.98% Expense Ratio 1.29% | ||||||||
Expense Ratio 0.29% | TTM Yield 3.2% | 3yr Sharpe 0.37 | YTD Return 11.7% | 3yr Return 33.8% | 1yr Return 13.1% | Total Assets $1B | 6M Money Flow -$136M | |
Expense Ratio 0.31% Expense Ratio 0.56% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.76% | TTM Yield 2.4% | 3yr Sharpe 0.32 | YTD Return 10.5% | 3yr Return 30.1% | 1yr Return 10.4% | Total Assets $1B | 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 0.48% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 9.8% | 3yr Return - | 1yr Return - | Total Assets $723M | 6M Money Flow $723M | |
Expense Ratio 0.89% | TTM Yield 4.9% | 3yr Sharpe 0.43 | YTD Return 12.4% | 3yr Return 39.1% | 1yr Return 13.8% | Total Assets $1B | 6M Money Flow -$39M | |
Expense Ratio 1.44% | ||||||||
Expense Ratio 1.03% | TTM Yield 3.6% | 3yr Sharpe 0.12 | YTD Return 11.8% | 3yr Return 19.7% | 1yr Return 12.3% | Total Assets $462M | 6M Money Flow -$266M | |
Expense Ratio 1.08% | ||||||||
Expense Ratio 1.04% | TTM Yield 0.3% | 3yr Sharpe 0.03 | YTD Return 4.7% | 3yr Return 16.0% | 1yr Return 7.5% | Total Assets $3B | 6M Money Flow $93M | |
Expense Ratio 1.32% Expense Ratio 1.47% Expense Ratio 1.12% Expense Ratio 1.63% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 10.1% | 3yr Return - | 1yr Return 18.7% | Total Assets $23M | 6M Money Flow $2M | |
Expense Ratio 0.86% | TTM Yield 2.5% | 3yr Sharpe -0.22 | YTD Return 2.3% | 3yr Return 0.4% | 1yr Return 18.4% | Total Assets $6B | 6M Money Flow -$232M | |
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 5.47% | TTM Yield 8.5% | 3yr Sharpe -0.19 | YTD Return 10.2% | 3yr Return 4.1% | 1yr Return 18.9% | Total Assets $77M | 6M Money Flow -$5M | |
Expense Ratio 0.60% | TTM Yield 2.4% | 3yr Sharpe - | YTD Return 3.6% | 3yr Return - | 1yr Return 19.2% | Total Assets $14M | 6M Money Flow $1M | |
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 0.85% | TTM Yield 3.0% | 3yr Sharpe -0.06 | YTD Return 1.3% | 3yr Return 12.5% | 1yr Return 8.0% | Total Assets $2B | 6M Money Flow -$160M | |
Expense Ratio 1.00% Expense Ratio 0.73% Expense Ratio 1.80% Expense Ratio 0.95% Expense Ratio 1.26% | ||||||||
Expense Ratio 0.87% | TTM Yield 2.6% | 3yr Sharpe 0.10 | YTD Return 0.8% | 3yr Return 16.9% | 1yr Return 8.7% | Total Assets $2B | 6M Money Flow -$104M | |
Expense Ratio 1.03% Expense Ratio 0.73% Expense Ratio 1.83% Expense Ratio 0.97% Expense Ratio 1.28% | ||||||||
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 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 0.85% | TTM Yield 2.2% | 3yr Sharpe -0.36 | YTD Return 3.0% | 3yr Return -0.1% | 1yr Return 6.7% | Total Assets $2B | 6M Money Flow -$448M | |
Expense Ratio 0.80% Expense Ratio 1.22% Expense Ratio 1.37% | ||||||||
Expense Ratio 1.31% | TTM Yield 2.0% | 3yr Sharpe -0.44 | YTD Return 1.8% | 3yr Return 6.2% | 1yr Return 5.4% | Total Assets $155M | 6M Money Flow $7M | |
Expense Ratio 1.51% Expense Ratio 1.81% | ||||||||
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% | ||||||||