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 0.89% | 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 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 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 0.89% | 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 0.48% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 9.8% | 3yr Return - | 1yr Return - | Total Assets $723M | 6M Money Flow $723M | |
Expense Ratio 0.71% | 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 1.04% | 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 0.39% | 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 0.86% | 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 0.60% | 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 0.53% | 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 0.85% | 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 0.13% | 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 0.33% | 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 0.48% | 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 0.86% | 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 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 0.40% | 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 0.19% | 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 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 0.73% | 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 0.50% | 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 0.48% | 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 0.85% | 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 0.00% | 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 | |
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 0.52% | 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 0.52% | 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 0.49% | 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 0.55% | 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 0.87% | 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 0.80% | 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 0.51% | 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 0.48% | 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 0.54% | 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 0.60% | 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 0.46% | 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 0.56% | 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 0.39% | 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 | |