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 0.12% | 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 0.57% | 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 0.45% | 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 0.11% | 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 0.59% | 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 0.89% | 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 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 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 0.15% | 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 0.76% | 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 0.35% | 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 0.35% | 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% | ||||||||
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 29.8% | 1yr Return 9.7% | Total Assets $162M | 6M Money Flow $20M | |
Expense Ratio 0.63% Expense Ratio 0.38% | ||||||||
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 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 0.63% | 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 0.63% | 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 -$35M | |
Expense Ratio 0.89% Expense Ratio 1.20% | ||||||||
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 0.34% | 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 0.39% | 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 0.61% | TTM Yield 1.8% | 3yr Sharpe 0.28 | YTD Return -0.1% | 3yr Return 27.7% | 1yr Return 9.0% | Total Assets $2B | 6M Money Flow -$40M | |
Expense Ratio 0.86% Expense Ratio 1.17% | ||||||||
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 0.49% | TTM Yield 2.2% | 3yr Sharpe 0.25 | YTD Return -0.8% | 3yr Return 25.3% | 1yr Return 9.1% | Total Assets $898M | 6M Money Flow $118M | |
Expense Ratio 0.33% Expense Ratio 0.36% | ||||||||
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 0.71% | 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 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 0.56% | TTM Yield 2.3% | 3yr Sharpe 0.21 | YTD Return 0.5% | 3yr Return 22.7% | 1yr Return 8.6% | Total Assets $2B | 6M Money Flow -$73M | |
Expense Ratio 0.81% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.47% | TTM Yield 2.4% | 3yr Sharpe 0.21 | YTD Return -0.3% | 3yr Return 22.3% | 1yr Return 8.9% | Total Assets $771M | 6M Money Flow $52M | |
Expense Ratio 0.31% Expense Ratio 0.34% | ||||||||
Expense Ratio 0.86% | TTM Yield 6.5% | 3yr Sharpe 0.19 | YTD Return 3.7% | 3yr Return 19.6% | 1yr Return 10.1% | Total Assets $652M | 6M Money Flow -$35M | |
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 0.52% | 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 0.54% | 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 0.45% | TTM Yield 2.5% | 3yr Sharpe 0.16 | YTD Return 0.2% | 3yr Return 20.0% | 1yr Return 8.7% | Total Assets $1B | 6M Money Flow $105M | |
Expense Ratio 0.31% Expense Ratio 0.34% | ||||||||
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 0.52% | 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 0.79% | 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 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 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 0.38% | 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 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 0.00% | TTM Yield 5.7% | 3yr Sharpe 0.10 | YTD Return 1.2% | 3yr Return 16.8% | 1yr Return 9.3% | Total Assets $1B | 6M Money Flow -$94M | |