Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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
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---|---|---|---|---|---|---|---|---|---|---|
Principal Capital Appreciation Inst | PWCIX | Large Blend | 18.11% | 15 | 0.460% | Low | Institutional | — | ||
Principal Capital Appreciation R5 | PCAQX | Large Blend | 17.95% | 16 | 0.700% | Above Average | Retirement, Large | — | ||
Principal Capital Securities S | PCSFX | Preferred Stock | 6.72% | 12 | — | Low | No Load | — | ||
Principal Global Multi-Strategy Instl | PSMIX | Multistrategy | 6.74% | 24 | 1.470% | Average | Institutional | — | ||
Principal LifeTime Hybrid 2025 Instl | PHTQX | Target-Date 2025 | 6.25% | 20 | 0.370% | Below Average | Institutional | — | ||
Principal LifeTime Hybrid 2025 R6 | PLFTX | Target-Date 2025 | 6.33% | 16 | 0.340% | Below Average | Retirement, Large | — | ||
Principal LifeTime Hybrid 2030 R6 | PLZTX | Target-Date 2030 | 7.01% | 33 | 0.330% | Below Average | Retirement, Large | — | ||
Principal MidCap A | PEMGX | Mid-Cap Growth | 7.76% | 32 | 0.950% | Low | Front Load | $1,000 | ||
Principal MidCap Institutional | PCBIX | Mid-Cap Growth | 7.91% | 30 | 0.680% | Low | Institutional | — | ||
Principal MidCap J | PMBJX | Mid-Cap Growth | 7.85% | 31 | 0.820% | Low | Retirement, Medium | $1,000 | ||
Principal MidCap R4 | PMBSX | Mid-Cap Growth | 7.73% | 33 | 0.960% | Low | Retirement, Medium | — | ||
Principal MidCap R5 | PMBPX | Mid-Cap Growth | 7.81% | 32 | 0.840% | Above Average | Retirement, Large | — | ||
Principal Real Estate Securities Inst | PIREX | Real Estate | −1.88% | 38 | 0.860% | Average | Institutional | — | ||
Principal California Municipal A | SRCMX | Muni California Intermediate | — | 0.92% | 15 | 0.720% | Below Average | Front Load | $1,000 | |
Principal California Municipal Instl | PCMFX | Muni California Intermediate | — | 1.04% | 13 | 0.460% | Average | Institutional | — | |
Principal Capital Appreciation A | CMNWX | Large Blend | 17.93% | 17 | 0.780% | Low | Front Load | $1,000 | ||
Principal Capital Appreciation R1 | PCAMX | Large Blend | 17.58% | 20 | 1.320% | Above Average | Retirement, Medium | — | ||
Principal Capital Appreciation R3 | PCAOX | Large Blend | 17.78% | 18 | 1.010% | Below Average | Retirement, Medium | — | ||
Principal Capital Appreciation R4 | PCAPX | Large Blend | 17.89% | 17 | 0.820% | Low | Retirement, Medium | — | ||
Principal Core Fixed Income Instl | PIOIX | Intermediate Core Bond | −0.24% | 56 | 0.440% | Below Average | Institutional | — | ||
Principal Core Fixed Income R6 | PICNX | Intermediate Core Bond | −0.19% | 53 | 0.350% | Below Average | Retirement, Large | — | ||
Principal Diversified International R6 | PDIFX | Foreign Large Blend | 9.41% | 16 | 0.790% | Average | Retirement, Large | — | ||
Principal Diversified Intl Inst | PIIIX | Foreign Large Blend | 9.41% | 16 | 0.880% | Above Average | Institutional | — | ||
Principal Diversified Intl J | PIIJX | Foreign Large Blend | 9.33% | 17 | 1.190% | Low | Retirement, Medium | $1,000 | ||
Principal Diversified Intl R4 | PINLX | Foreign Large Blend | 9.19% | 18 | 1.170% | Below Average | Retirement, Medium | — |
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
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