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
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Principal Capital Appreciation Inst | PWCIX | Large Blend | 7.80% | 47 | 0.460% | Low | Institutional | $0 | ||
| Principal Finisterre EmMkts TR Bd Instl | PFUMX | Emerging Markets Bond | 4.07% | 3 | 0.840% | Average | Institutional | $0 | ||
| Principal California Municipal A | SRCMX | Muni California Intermediate | — | 1.75% | 15 | 0.720% | Below Average | Front Load | $1,000 | |
| Principal California Municipal Instl | PCMFX | Muni California Intermediate | — | 1.86% | 10 | 0.470% | Below Average | Institutional | $0 | |
| Principal Capital Appreciation A | CMNWX | Large Blend | 7.66% | 49 | 0.770% | Low | Front Load | $1,000 | ||
| Principal Capital Appreciation R3 | PCAOX | Large Blend | 7.56% | 50 | 1.010% | Below Average | Retirement, Medium | $0 | ||
| Principal Capital Appreciation R4 | PCAPX | Large Blend | 7.64% | 49 | 0.820% | Low | Retirement, Medium | $0 | ||
| Principal Capital Appreciation R5 | PCAQX | Large Blend | 7.70% | 49 | 0.700% | Above Average | Retirement, Large | $0 | ||
| Principal Capital Securities S | PCSFX | Preferred Stock | −1.94% | 75 | 0.000% | Low | No Load | $0 | ||
| Principal Core Fixed Income A | CMPIX | Intermediate Core Bond | 2.34% | 75 | 0.760% | Average | Front Load | $1,000 | ||
| Principal Core Fixed Income Instl | PIOIX | Intermediate Core Bond | 2.59% | 50 | 0.470% | Average | Institutional | $0 | ||
| Principal Core Fixed Income J | PIOJX | Intermediate Core Bond | 2.40% | 71 | 0.620% | Low | Retirement, Medium | $1,000 | ||
| Principal Core Fixed Income R4 | PIOPX | Intermediate Core Bond | 2.34% | 75 | 0.760% | Low | Retirement, Medium | $0 | ||
| Principal Core Fixed Income R5 | PIOQX | Intermediate Core Bond | 2.40% | 71 | 0.640% | High | Retirement, Large | $0 | ||
| Principal Core Fixed Income R6 | PICNX | Intermediate Core Bond | 2.51% | 60 | 0.380% | Below Average | Retirement, Large | $0 | ||
| Principal Diversified Income A | PGBAX | Multisector Bond | — | 1.85% | 80 | 1.010% | Above Average | Front Load | $1,000 | |
| Principal Diversified Income Instl | PGDIX | Multisector Bond | — | 2.00% | 74 | 0.680% | Average | Institutional | $0 | |
| Principal Diversified Income R-6 | PGBLX | Multisector Bond | — | 1.92% | 77 | 0.670% | High | Retirement, Large | $0 | |
| Principal Diversified Real Asset R6 | PDARX | Global Allocation | −2.31% | 90 | 0.770% | Average | Retirement, Large | $0 | ||
| Principal Global Multi-Strategy A | PMSAX | Multistrategy | 1.11% | 42 | 2.080% | Above Average | Front Load | $1,000 | ||
| Principal Global Multi-Strategy Instl | PSMIX | Multistrategy | 1.29% | 38 | 1.630% | Average | Institutional | $0 | ||
| Principal Global Multi-Strategy R-6 | PGLSX | Multistrategy | 1.29% | 39 | 1.580% | Above Average | Retirement, Large | $0 | ||
| Principal Global Real Estate Sec Instl | POSIX | Global Real Estate | −0.70% | 33 | 0.940% | Average | Institutional | $0 | ||
| Principal High Yield A | CPHYX | High Yield Bond | — | 3.47% | 35 | 0.910% | Below Average | Front Load | $1,000 | |
| Principal High Yield Inst | PHYTX | High Yield Bond | — | 3.80% | 19 | 0.610% | Below Average | Institutional | $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
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
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.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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