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 Funds List

Share Class Type

1 to 25 of 400 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 ACMNWXLarge Blend21.64%160.780%LowFront Load$1,000
Principal Capital Appreciation InstPWCIXLarge Blend21.90%130.460%LowInstitutional$0
Principal Capital Appreciation R4PCAPXLarge Blend21.58%170.820%LowRetirement, Medium$0
Principal Capital Appreciation R5PCAQXLarge Blend21.68%160.700%Above AverageRetirement, Large$0
Principal Capital Securities SPCSFXPreferred Stock11.25%470.000%LowNo Load$0
Principal Finisterre EmMkts TR Bd InstlPFUMXEmerging Markets Bond8.42%610.870%Above AverageInstitutional$0
Principal LifeTime Hybrid 2025 R6PLFTXTarget-Date 202511.08%210.340%Below AverageRetirement, Large$0
Principal MidCap APEMGXMid-Cap Growth19.09%100.950%LowFront Load$1,000
Principal MidCap InstitutionalPCBIXMid-Cap Growth19.32%90.680%LowInstitutional$0
Principal MidCap JPMBJXMid-Cap Growth19.22%90.820%LowRetirement, Medium$1,000
Principal MidCap R3PMBMXMid-Cap Growth18.88%111.150%Below AverageRetirement, Medium$0
Principal MidCap R4PMBSXMid-Cap Growth19.05%100.960%LowRetirement, Medium$0
Principal MidCap R5PMBPXMid-Cap Growth19.18%100.840%Above AverageRetirement, Large$0
Principal Real Estate Securities InstPIREXReal Estate12.73%620.860%AverageInstitutional$0
Principal California Municipal InstlPCMFXMuni California Intermediate—3.61%90.460%AverageInstitutional$0
Principal Capital Appreciation R1PCAMXLarge Blend21.11%211.320%Above AverageRetirement, Medium$0
Principal Capital Appreciation R3PCAOXLarge Blend21.41%181.010%Below AverageRetirement, Medium$0
Principal Core Fixed Income InstlPIOIXIntermediate Core Bond4.87%660.440%Below AverageInstitutional$0
Principal Core Fixed Income R6PICNXIntermediate Core Bond5.08%470.350%Below AverageRetirement, Large$0
Principal Diversified International R6PDIFXForeign Large Blend13.93%210.790%AverageRetirement, Large$0
Principal Diversified Intl InstPIIIXForeign Large Blend13.85%220.880%Above AverageInstitutional$0
Principal Global Multi-Strategy APMSAXMultistrategy7.93%231.950%AverageFront Load$1,000
Principal Global Multi-Strategy InstlPSMIXMultistrategy8.28%201.470%AverageInstitutional$0
Principal Global Multi-Strategy R-6PGLSXMultistrategy8.27%211.420%Above AverageRetirement, Large$0
Principal Global Real Estate Sec InstlPOSIXGlobal Real Estate11.19%570.940%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

  • 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.

  • Category

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

  • 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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