Exclude:
Fixed Maturity Plan (FMPs)
Plans Suspended for Sales
Direct Plans
| Fund Name | 1-Y Return (%) | 1-Y Rank | 3-Y Return (%) | 3-Y Rank | 5-Y Return (%) | 5-Y Rank | 7-Y Return (%) | 7-Y Rank | 10-Y Return (%) | 10-Y Rank |
|---|---|---|---|---|---|---|---|---|---|---|
Principal Balanced | 20.99 | 8/29 | 5.67 | 21/27 | 4.91 | 19/26 | 7.89 | 19/25 | 17.70 | 14/19 |
|
Principal Balanced Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Bank CD Reg | 9.06 | 89/149 | 8.47 | 74/127 | 7.74 | 39/78 | -- | -- | -- | -- |
|
Principal Bank CD Reg Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Cash Mgmt | 9.11 | 31/112 | 8.58 | 31/102 | 7.65 | 26/86 | 7.69 | 18/71 | -- | -- |
|
Principal Cash Mgmt Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Debt Opportunities Conservative | 9.42 | 55/149 | 8.73 | 50/127 | 7.89 | 28/78 | 8.01 | 9/33 | -- | -- |
|
Principal Debt Opportunities Conservative Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Debt Opportunities Corporate Bond | 10.64 | 37/62 | 8.81 | 21/52 | 7.84 | 25/34 | 7.91 | 17/23 | -- | -- |
|
Principal Debt Opportunities Corporate Bond Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Debt Savings | 12.70 | 24/59 | 7.31 | 36/51 | 7.57 | 26/45 | 8.46 | 23/43 | 8.35 | 12/16 |
|
Principal Debt Savings Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Debt Savings Retail | 13.27 | 51/95 | 6.47 | 78/78 | 7.38 | 42/51 | 8.86 | 16/43 | -- | -- |
|
Principal Debt Savings Retail Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Dividend Yield | 15.85 | 19/29 | 5.35 | 12/26 | 5.03 | 15/22 | 7.00 | 18/18 | -- | -- |
|
Principal Dividend Yield Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Emerging Bluechip | 25.20 | 9/58 | 4.80 | 30/52 | -- | -- | -- | -- | -- | -- |
|
Principal Emerging Bluechip Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Global Opportunities | 16.51 | 17/30 | 14.18 | 8/24 | 2.01 | 6/10 | 7.44 | 1/1 | -- | -- |
|
Principal Global Opportunities Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Growth | 25.28 | 20/74 | 4.91 | 50/69 | 0.10 | 55/59 | 4.34 | 43/43 | 18.63 | 19/19 |
|
Principal Growth Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal GSF | 14.85 | 35/47 | 7.70 | 37/44 | 7.13 | 25/39 | 6.95 | 24/38 | 6.26 | 16/23 |
|
Principal GSF Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Income Long Term | 14.01 | 40/95 | 9.71 | 23/78 | 9.40 | 18/51 | 8.85 | 17/43 | 7.69 | 10/32 |
|
Principal Income Long Term Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Income Short-term | 11.25 | 21/62 | 9.00 | 11/52 | 8.95 | 12/34 | 8.65 | 11/23 | 7.73 | 7/17 |
|
Principal Income Short-term Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Index | 25.58 | 28/81 | 7.38 | 34/66 | 3.37 | 32/46 | 9.14 | 26/38 | 18.79 | 23/31 |
|
Principal Index Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Large Cap | 19.47 | 53/74 | 4.99 | 47/69 | 6.44 | 27/59 | 12.18 | 13/43 | -- | -- |
|
Principal Large Cap Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Personal Tax Saver | 19.91 | 28/37 | 3.76 | 28/36 | 0.90 | 24/29 | 7.94 | 15/25 | 21.29 | 11/18 |
|
Principal Personal Tax Saver Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Pnb FMP Series B1 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Pnb FMP Series B2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Retail Equity Savings | 19.61 | 14/29 | 2.15 | 26/27 | 1.98 | 23/26 | 9.89 | 13/25 | 18.17 | 12/19 |
|
Principal Retail Equity Savings Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Retail Money Manager | 9.63 | 2/112 | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Retail Money Manager Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Smart Equity | 18.98 | 2/4 | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Smart Equity Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
|
Principal Tax Savings | 25.72 | 6/37 | 5.50 | 23/36 | -0.93 | 27/29 | 5.39 | 20/25 | 21.04 | 13/18 |
|
Principal Tax Savings Direct | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |