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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

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 4 of 4 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 Blend10.70%500.460%LowInstitutional$0
Principal Finisterre EmMkts TR Bd InstlPFUMXEmerging Markets Bond4.91%50.840%AverageInstitutional$0
Principal Global Multi-Strategy InstlPSMIXMultistrategy2.18%351.630%AverageInstitutional$0
Principal MidCap R-6PMAQXMid-Cap Growth9.93%480.590%LowRetirement, Large$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