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Principal Funds

Principal is a company that sells mutual funds with $198,308M in assets... Principal is a company that sells mutual funds with $198,308M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1994. The average manager tenure for all managers at Principal is years. The company offers investors 89 mutual funds, in terms of the number of individual fund symbols. View more View less

Principal is a company that sells mutual funds with $198,308M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are... Principal is a company that sells mutual funds with $198,308M in assets under management. The average expense ratio from all mutual funds is . Liquid error: internal of all the mutual funds are no load funds. The oldest fund launched was in 1994. The average manager tenure for all managers at Principal is years. The company offers investors 89 mutual funds, in terms of the number of individual fund symbols. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 4/16/24
Money Market Fund

PCSXX | Fund | A

$1.00

0.00%

$8.20 B

0.00%

-

5.02%

2.41%

1.79%

1.13%

0.50%

Principal U.S. Mega-Cap ETF

USMC | Active ETF

$49.36

-1.32%

$2.28 B

1.47%

$0.73

24.41%

10.26%

13.57%

-

0.15%

Principal Spectrum Preferred Securities Active ETF

PREF | Active ETF

$17.88

-0.45%

$851.11 M

4.96%

$0.89

10.62%

-0.16%

-

-

0.55%

Principal U.S. Small-Cap ETF

PSC | Active ETF

$46.62

-0.79%

$502.50 M

0.96%

$0.45

18.36%

2.50%

9.42%

-

0.38%

Principal Active High Yield ETF (formerly Principal Active Income ETF)

YLD | Active ETF

$18.78

-0.53%

$159.52 M

7.03%

$1.32

9.17%

2.85%

4.24%

-

0.39%

Principal Diversified Select Real Asset Fund

PDSKX | Fund | Other

$24.57

-0.20%

$159.50 M

2.15%

$0.53

-

-

-

-

1.63%

Principal Real Estate Income Fund

XPGZX | Fund | Other

$11.04

-1.69%

$106.96 M

0.00%

-

-1.52%

-12.41%

-11.74%

-1.89%

2.61%

Principal Investment Grade Corporate Active ETF

IG | Active ETF

$20.01

-0.94%

$75.81 M

5.19%

$1.04

0.20%

-4.02%

0.61%

-

0.19%

Principal Value ETF

PY | Active ETF

$44.50

-0.73%

$60.55 M

2.36%

$1.05

12.99%

5.18%

9.99%

-

0.15%

Principal Healthcare Innovators ETF

BTEC | Active ETF

$35.07

-2.56%

$49.71 M

0.00%

$0.00

4.10%

-15.43%

0.74%

-

0.42%

Principal Quality ETF

PSET | Active ETF

$65.01

-1.23%

$47.57 M

0.76%

$0.50

25.53%

9.37%

14.34%

-

0.15%

PRINCIPAL FOCUSED BLUE CHIP ETF

BCHP | ETF |

$30.39

-1.07%

$34.79 M

0.18%

$0.05

-

-

-

-

0.58%

Principal Spectrum Tax-Advantaged Dividend Active ETF

PQDI | Active ETF

$18.36

-0.35%

$24.11 M

4.77%

$0.88

10.13%

0.09%

-

-

0.60%

Principal Real Estate Active Opportunities ETF

BYRE | Active ETF

$21.89

-1.17%

$8.79 M

3.23%

$0.71

0.38%

-

-

-

0.65%

Principal Real Asset Fund - Principal Real Asset Fund USD Cls Y

PDSYX | Fund | Other

$25.25

-0.36%

-

0.00%

-

1.30%

3.37%

-

-

1.41%

Principal Real Asset Fund - Principal Real Asset Fund USD Cls A

PDSRX | Fund | Other

$24.88

-0.40%

-

0.00%

-

0.81%

2.86%

-

-

1.91%

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