TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
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This is a list of Principal Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Principal Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Principal Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Principal Funds Funds.
This page includes relevant dividend information on Principal Funds Funds.
The table below illustrates valuable information regarding the primary fund manager for Principal Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Principal Funds Funds.
This list includes asset allocation proportions of the underlying holdings for Principal Funds Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund | Retirement (PMBMX) | U.S. Mid-Cap Growth Equity | $18,682.92 | 27.88% | 8.42% | 1.16% | 19.16 |
| Principal Diversified International Fund | Retirement (PINRX) | International and Foreign Large-Cap Blend Equity | $12,349.64 | 13.44% | 17.99% | 1.40% | 16.12 |
| Principal LargeCap Growth Fund I | Inst (PLGIX) | U.S. Large-Cap Growth Equity | $10,263.10 | 19.15% | 45.91% | 0.63% | 10.67 |
| Principal Core Fixed Income | A (CMPIX) | U.S. Investment-Grade Bond | $8,492.03 | 5.78% | 33.84% | 0.88% | 14.93 |
| Principal Equity Income Fund | A (PQIAX) | U.S. Large-Cap Value Equity | $8,309.85 | 13.15% | 18.01% | 0.91% | 11.84 |
| Principal Global Diversified Income Fund | Inst (PGDIX) | No Load | $7,804.68 | 4.88% | 37.34% | 0.76% | 9.93 |
| Principal Spectrum Preferred and Capital Securities Income Fund | Inst (PPSIX) | Preferred Stock/Convertible Bond | $6,580.21 | 8.38% | 80.75% | 0.82% | 17.76 |
| Principal LargeCap S&P 500 Index Fund | Retirement (PLFMX) | U.S. Large-Cap Blend Equity | $6,128.42 | 19.41% | 24.81% | 0.72% | 3.51 |
| Principal LifeTime 2030 Fund | Inst (PMTIX) | Target Date | $5,640.85 | 8.92% | 43.70% | 0.01% | 12.68 |
| Principal Short-Term Income Fund | A (SRHQX) | U.S. Investment-Grade Bond | $5,458.10 | 2.23% | 81.13% | 0.69% | 10.09 |
| Principal Real Estate Securities Fund | Retirement (PRERX) | Real Estate | $5,346.94 | 19.34% | 7.89% | 1.38% | 19.16 |
| Principal Blue Chip Fund | Inst (PBCKX) | U.S. Large-Cap Growth Equity | $5,321.18 | 31.55% | 3.40% | 0.78% | 7.64 |
| Principal Strategic Asset Management Balanced Portfolio | A (SABPX) | Developed Market | $4,600.44 | 10.50% | 27.99% | 0.62% | 10.09 |
| Principal LifeTime 2020 Fund | Inst (PLWIX) | Target Date | $3,985.82 | 4.73% | 80.68% | 0.01% | 12.68 |
| Principal Diversified Real Asset Fund | Inst (PDRDX) | Diversified Portfolio | $3,929.67 | 5.97% | 64.01% | 0.95% | 9.88 |
| Principal LifeTime 2040 Fund | Inst (PTDIX) | Target Date | $3,928.24 | 9.22% | 39.06% | 0.01% | 12.68 |
| Principal Global Real Estate Securities Fund | Inst (POSIX) | Global Real Estate | $3,447.62 | 10.93% | 30.38% | 0.94% | 12.34 |
| Principal High Income Fund | Inst (PYHIX) | U.S. Below-Investment-Grade Bond | $3,175.57 | 1.06% | 90.20% | 0.66% | 12.55 |
| Principal Strategic Asset Management Conservative Growth Portfolio | A (SAGPX) | Developed Market | $3,095.98 | 13.05% | 4.35% | 0.63% | 10.09 |
| Principal High Yield Fund | A (CPHYX) | High Yield Bond | $2,954.81 | 2.70% | 63.41% | 0.94% | 10.75 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Principal Funds is a company that sells mutual funds with $180,721M in assets under management. The average expense ratio from all mutual funds is 0.98%. 75.81% of all the mutual funds are no load funds. The oldest fund launched was in 1939. The average manager tenure for all managers at Principal Funds is 9.21 years. The company offers investors 77 mutual funds, in terms of the number of individual fund symbols.
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