Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 18 of 18 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 A | CMNWX | Large Blend | 6.83% | 16 | 0.780% | Low | Front Load | $1,000 | ||
| Principal Capital Appreciation Inst | PWCIX | Large Blend | 7.45% | 16 | 0.460% | Low | Institutional | — | ||
| Principal Capital Appreciation R4 | PCAPX | Large Blend | 6.80% | 17 | 0.820% | Low | Retirement, Medium | — | ||
| Principal Capital Appreciation R5 | PCAQX | Large Blend | 7.36% | 16 | 0.700% | Above Average | Retirement, Large | — | ||
| Principal Capital Securities S | PCSFX | Preferred Stock | 3.08% | 11 | — | Low | No Load | — | ||
| Principal Finisterre EmMkts TR Bd Instl | PFUMX | Emerging Markets Bond | 1.32% | 24 | 0.870% | Above Average | Institutional | — | ||
| Principal Global Multi-Strategy Instl | PSMIX | Multistrategy | 4.43% | 25 | 1.470% | Average | Institutional | — | ||
| Principal LifeTime Hybrid 2025 Instl | PHTQX | Target-Date 2025 | 0.83% | 15 | 0.370% | Average | Institutional | — | ||
| Principal LifeTime Hybrid 2025 R6 | PLFTX | Target-Date 2025 | 0.92% | 13 | 0.340% | Below Average | Retirement, Large | — | ||
| Principal LifeTime Hybrid 2030 R6 | PLZTX | Target-Date 2030 | 0.90% | 37 | 0.330% | Below Average | Retirement, Large | — | ||
| Principal MidCap A | PEMGX | Mid-Cap Growth | 3.13% | 35 | 0.950% | Low | Front Load | $1,000 | ||
| Principal MidCap Institutional | PCBIX | Mid-Cap Growth | 3.24% | 33 | 0.680% | Low | Institutional | — | ||
| Principal MidCap J | PMBJX | Mid-Cap Growth | 3.18% | 33 | 0.820% | Low | Retirement, Medium | $1,000 | ||
| Principal MidCap R3 | PMBMX | Mid-Cap Growth | 3.09% | 36 | 1.150% | Below Average | Retirement, Medium | — | ||
| Principal MidCap R4 | PMBSX | Mid-Cap Growth | 3.65% | 35 | 0.960% | Low | Retirement, Medium | — | ||
| Principal MidCap R5 | PMBPX | Mid-Cap Growth | 3.18% | 33 | 0.840% | Above Average | Retirement, Large | — | ||
| Principal Real Estate Securities Inst | PIREX | Real Estate | −9.87% | 60 | 0.860% | Average | Institutional | — | ||
| Principal Real Estate Securities R5 | PREPX | Real Estate | −9.93% | 62 | 1.060% | High | Retirement, Large | — |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank