Morningstar

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 Mutual Funds List

1 to 25 of 293 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Principal Capital Securities Fund Class SPCSFXPreferred Stock
0.59%140.000%LowNo Load$0
Principal Strategic Asset Management Conservative Balanced Fund Class JPCBJXGlobal Moderately Conservative Allocation
4.64%580.870%AverageRetirement, Medium$1,000
Principal Finisterre Emerging Markets Total Return Bond Fund Class InstitutionalPFUMXEmerging Markets Bond—0.68%440.850%AverageInstitutional$0
Principal LargeCap S&P 500 Index Fund R-5 ClassPLFPXLarge Blend
13.53%400.350%LowRetirement, Large$0
Principal LifeTime Hybrid 2020 Fund R-6PLTTXTarget-Date 2020
4.75%640.310%Below AverageRetirement, Large$0
Principal Strategic Asset Management Balanced Portfolio Institutional ClassPSBIXGlobal Moderate Allocation
7.82%490.750%AverageInstitutional$0
Principal Strategic Asset Management Strategic Growth Fund Institutional ClassPSWIXGlobal Aggressive Allocation
11.60%390.820%AverageInstitutional$0
Principal LargeCap S&P 500 Index Fund Class JPSPJXLarge Blend
13.62%370.270%LowRetirement, Medium$1,000
Principal LifeTime Hybrid 2055 Fund R-6PLHTXTarget-Date 2055
11.48%570.330%Below AverageRetirement, Large$0
Principal Strategic Asset Management Conservative Balanced Fund Institutional ClassPCCIXGlobal Moderately Conservative Allocation
4.82%510.730%Above AverageInstitutional$0
Principal Strategic Asset Management Conservative Growth Fund Class ASAGPXGlobal Moderately Aggressive Allocation
9.85%471.080%AverageFront Load$1,000
Principal LargeCap S&P 500 Index Fund Institutional ClassPLFIXLarge Blend
13.75%320.100%LowInstitutional$0
Principal Global Multi-Strategy Fund Class A SharesPMSAXMultistrategy
6.56%491.750%AverageFront Load$1,000
Principal Strategic Asset Management Strategic Growth Fund R-5 ClassPSGFXGlobal Aggressive Allocation
11.40%411.060%HighRetirement, Large$0
Principal Strategic Asset Management Conservative Growth Fund R-3 ClassPCGPXGlobal Moderately Aggressive Allocation
9.61%521.340%Above AverageRetirement, Medium$0
Principal SmallCap Growth Fund I Class R-6PCSMXSmall Growth
10.39%440.870%Above AverageRetirement, Large$0
Principal Strategic Asset Management Conservative Growth Fund R-5 ClassPCWPXGlobal Moderately Aggressive Allocation
9.90%461.030%HighRetirement, Large$0
Principal Core Fixed Income Fund Class R-6PICNXIntermediate Core Bond
−1.14%570.340%Below AverageRetirement, Large$0
Principal Capital Appreciation Fund R-5 ClassPCAQXLarge Blend
10.74%700.680%Above AverageRetirement, Large$0
Principal Small-MidCap Dividend Income Fund R6PMDHXSmall Blend
12.57%700.780%Below AverageRetirement, Large$0
Principal Strategic Asset Management Conservative Growth Fund Institutional ClassPCWIXGlobal Moderately Aggressive Allocation
10.11%400.790%AverageInstitutional$0
Principal Real Estate Securities Fund R-3 ClassPRERXReal Estate
10.09%401.370%AverageRetirement, Medium$0
Principal Strategic Asset Management Conservative Growth Fund Class JPCGJXGlobal Moderately Aggressive Allocation
9.94%460.940%Below AverageRetirement, Medium$1,000
Principal Spectrum Preferred and Capital Securities Income Fund Class R-6PPREXPreferred Stock
−1.23%610.710%AverageRetirement, Large$0
Principal California Municipal Fund Institutional ClassPCMFXMuni California Intermediate—−0.61%470.460%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

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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