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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

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 13 of 13 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 InstPWCIXLarge Blend18.11%150.460%LowInstitutional—
Principal Capital Appreciation R5PCAQXLarge Blend17.95%160.700%Above AverageRetirement, Large—
Principal Capital Securities SPCSFXPreferred Stock6.72%12—LowNo Load—
Principal Global Multi-Strategy InstlPSMIXMultistrategy6.74%241.470%AverageInstitutional—
Principal LifeTime Hybrid 2025 InstlPHTQXTarget-Date 20256.25%200.370%Below AverageInstitutional—
Principal LifeTime Hybrid 2025 R6PLFTXTarget-Date 20256.33%160.340%Below AverageRetirement, Large—
Principal LifeTime Hybrid 2030 R6PLZTXTarget-Date 20307.01%330.330%Below AverageRetirement, Large—
Principal MidCap APEMGXMid-Cap Growth7.76%320.950%LowFront Load$1,000
Principal MidCap InstitutionalPCBIXMid-Cap Growth7.91%300.680%LowInstitutional—
Principal MidCap JPMBJXMid-Cap Growth7.85%310.820%LowRetirement, Medium$1,000
Principal MidCap R4PMBSXMid-Cap Growth7.73%330.960%LowRetirement, Medium—
Principal MidCap R5PMBPXMid-Cap Growth7.81%320.840%Above AverageRetirement, Large—
Principal Real Estate Securities InstPIREXReal Estate−1.88%380.860%AverageInstitutional—

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

  • Category

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

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • 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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