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 0.88% | 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 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 0.80% | 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 0.87% | 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 0.16% | 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 0.60% | TTM Yield 3.9% | 3yr Sharpe -0.37 | YTD Return -1.1% | 3yr Return 6.5% | 1yr Return 1.4% | Total Assets $510M | 6M Money Flow -$52M | |
Expense Ratio 0.88% Expense Ratio 1.79% | ||||||||
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 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 0.80% | 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 0.77% | 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 0.38% | 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 0.63% | 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 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 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 0.15% | 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 0.69% | 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 0.40% | 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 0.48% | 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 0.85% | 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 0.73% | TTM Yield 6.2% | 3yr Sharpe -0.14 | YTD Return 1.5% | 3yr Return 11.1% | 1yr Return 6.7% | Total Assets $2B | 6M Money Flow -$194M | |
Expense Ratio 1.06% Expense Ratio 1.82% Expense Ratio 0.72% | ||||||||
Expense Ratio 0.33% | TTM Yield 3.6% | 3yr Sharpe -0.34 | YTD Return 2.5% | 3yr Return 6.0% | 1yr Return 6.9% | Total Assets $11B | 6M Money Flow -$363M | |
Expense Ratio 0.43% Expense Ratio 0.71% Expense Ratio 0.57% Expense Ratio 0.59% Expense Ratio 0.90% | ||||||||
Expense Ratio 0.19% | TTM Yield 5.2% | 3yr Sharpe -0.23 | YTD Return 1.8% | 3yr Return 7.2% | 1yr Return 7.0% | Total Assets $96M | 6M Money Flow $6M | |
Expense Ratio 0.39% | TTM Yield 3.3% | 3yr Sharpe -0.63 | YTD Return 3.7% | 3yr Return 1.3% | 1yr Return 7.0% | Total Assets $2B | 6M Money Flow $10M | |
Expense Ratio 0.79% Expense Ratio 0.96% Expense Ratio 0.65% | ||||||||
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 0.51% | TTM Yield 6.9% | 3yr Sharpe 0.24 | YTD Return 0.8% | 3yr Return 19.5% | 1yr Return 7.1% | Total Assets $6B | 6M Money Flow -$306M | |
Expense Ratio 0.60% Expense Ratio 0.90% Expense Ratio 1.70% | ||||||||
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 0.39% | 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 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 0.15% | 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 0.48% | 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 0.80% | 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 0.50% | TTM Yield 3.3% | 3yr Sharpe 0.05 | YTD Return 1.4% | 3yr Return 15.4% | 1yr Return 7.6% | Total Assets $212M | 6M Money Flow -$28M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.49% | TTM Yield 2.9% | 3yr Sharpe 0.03 | YTD Return 1.0% | 3yr Return 14.7% | 1yr Return 7.6% | Total Assets $372M | 6M Money Flow $44M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
Expense Ratio 0.52% | TTM Yield 2.9% | 3yr Sharpe 0.02 | YTD Return 1.1% | 3yr Return 14.5% | 1yr Return 7.7% | Total Assets $169M | 6M Money Flow $7M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
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 0.53% | 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 0.52% | TTM Yield 2.8% | 3yr Sharpe 0.13 | YTD Return 1.0% | 3yr Return 18.2% | 1yr Return 7.9% | Total Assets $1B | 6M Money Flow -$149M | |
Expense Ratio 0.77% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.48% | TTM Yield 2.9% | 3yr Sharpe 0.08 | YTD Return 0.8% | 3yr Return 16.4% | 1yr Return 7.9% | Total Assets $547M | 6M Money Flow $2M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
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 0.46% | TTM Yield 2.7% | 3yr Sharpe 0.12 | YTD Return 0.5% | 3yr Return 18.0% | 1yr Return 8.1% | Total Assets $948M | 6M Money Flow $53M | |
Expense Ratio 0.32% Expense Ratio 0.35% | ||||||||
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 | |