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Principal Mutual Funds

View all of Principal’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Principal Funds List

Share Class Type

1 to 25 of 401 Results

Morningstar Category
Morningstar Rating for Funds
Morningstar Sustainability Rating
Total Return
Total Return Rank in Category
Adjusted Expense Ratio
Fee Level
Share Class Type
Minimum Initial Investment
Principal Capital Appreciation InstPWCIXLarge Blend7.80%470.460%LowInstitutional$0
Principal Finisterre EmMkts TR Bd InstlPFUMXEmerging Markets Bond4.07%30.840%AverageInstitutional$0
Principal California Municipal ASRCMXMuni California Intermediate1.75%150.720%Below AverageFront Load$1,000
Principal California Municipal InstlPCMFXMuni California Intermediate1.86%100.470%Below AverageInstitutional$0
Principal Capital Appreciation ACMNWXLarge Blend7.66%490.770%LowFront Load$1,000
Principal Capital Appreciation R3PCAOXLarge Blend7.56%501.010%Below AverageRetirement, Medium$0
Principal Capital Appreciation R4PCAPXLarge Blend7.64%490.820%LowRetirement, Medium$0
Principal Capital Appreciation R5PCAQXLarge Blend7.70%490.700%Above AverageRetirement, Large$0
Principal Capital Securities SPCSFXPreferred Stock−1.94%750.000%LowNo Load$0
Principal Core Fixed Income ACMPIXIntermediate Core Bond2.34%750.760%AverageFront Load$1,000
Principal Core Fixed Income InstlPIOIXIntermediate Core Bond2.59%500.470%AverageInstitutional$0
Principal Core Fixed Income JPIOJXIntermediate Core Bond2.40%710.620%LowRetirement, Medium$1,000
Principal Core Fixed Income R4PIOPXIntermediate Core Bond2.34%750.760%LowRetirement, Medium$0
Principal Core Fixed Income R5PIOQXIntermediate Core Bond2.40%710.640%HighRetirement, Large$0
Principal Core Fixed Income R6PICNXIntermediate Core Bond2.51%600.380%Below AverageRetirement, Large$0
Principal Diversified Income APGBAXMultisector Bond1.85%801.010%Above AverageFront Load$1,000
Principal Diversified Income InstlPGDIXMultisector Bond2.00%740.680%AverageInstitutional$0
Principal Diversified Income R-6PGBLXMultisector Bond1.92%770.670%HighRetirement, Large$0
Principal Diversified Real Asset R6PDARXGlobal Allocation−2.31%900.770%AverageRetirement, Large$0
Principal Global Multi-Strategy APMSAXMultistrategy1.11%422.080%Above AverageFront Load$1,000
Principal Global Multi-Strategy InstlPSMIXMultistrategy1.29%381.630%AverageInstitutional$0
Principal Global Multi-Strategy R-6PGLSXMultistrategy1.29%391.580%Above AverageRetirement, Large$0
Principal Global Real Estate Sec InstlPOSIXGlobal Real Estate−0.70%330.940%AverageInstitutional$0
Principal High Yield ACPHYXHigh Yield Bond3.47%350.910%Below AverageFront Load$1,000
Principal High Yield InstPHYTXHigh Yield Bond3.80%190.610%Below AverageInstitutional$0

Principal Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms