🡄 1-15 🡆
| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | Principal MidCap Value Fund I Class J (PVEJX) | The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for ...Detailed Profile | $18.27 | 22.19% | 0.97% | |||
| 2. | Principal LargeCap Growth Fund I Class J (PLGJX) | The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, ...Detailed Profile | $19.01 | 21.61% | 0.83% | |||
| 3. | Jensen Quality Value Fund Class J (JNVSX) | The investment seeks long-term capital appreciation. The fund invests in equity securities of companies. These companies are selected from a universe of ...Detailed Profile | $17.91 | 17.66% | 1.06% | |||
| 4. | Principal Strategic Asset Management Strategic Growth Fund Class J (PSWJX) | The mutual fund is designed to provide long-term capital appreciation. The Portfolios operate as funds of funds. It generally invests: between 75% and ...Detailed Profile | $23.11 | 17.21% | 1.09% | |||
| 5. | Jensen Quality Growth Fund Class J (JENSX) | The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. ...Detailed Profile | $65.31 | 16.86% | 0.85% | |||
| 6. | Principal Strategic Asset Management Conservative Growth Fund Class J (PCGJX) | The mutual fund is designed to provide long-term capital appreciation. The fund operates as funds of funds and invest principally in funds and ...Detailed Profile | $20.95 | 14.05% | 1.02% | |||
| 7. | BNY Mellon Balanced Opportunity Fund - Class J (THPBX) | The fund investment attempts high total return through a combination of capital appreciation and current income. To pursue its goal, the fund invests in ...Detailed Profile | $27.44 | 12.6% | 0.9% | |||
| 8. | Principal MidCap Growth Fund Class J (PMGJX) | The fund has a full name Principal Fds Inc. Midcap Growth Fd Cl J, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $10.37 | 11.86% | 0.96% | |||
| 9. | Principal Strategic Asset Management Balanced Portfolio Class J (PSAJX) | The fund investment attempts to provide as high a level of total return (consisting of reinvested income and capital appreciation) as is consistent with ...Detailed Profile | $18.08 | 11.11% | 1% | |||
| 10. | Principal Diversified International Fund Class J (PIIJX) | The investment seeks long-term growth of capital. The fund invests primarily in foreign equity securities. It has no limitation on the percentage of ...Detailed Profile | $16.34 | 10.66% | 1.12% | |||
| 11. | Principal Strategic Asset Management Conservative Balanced Fund Class J (PCBJX) | The mutual fund is designed to provide a high level of total return (consisting of reinvestment of income and capital appreciation), consistent with a ...Detailed Profile | $13.74 | 8.97% | 0.99% | |||
| 12. | Principal International Emerging Markets Fund Class J (PIEJX) | The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, ...Detailed Profile | $31.01 | 7.18% | 1.37% | |||
| 13. | Principal Core Plus Bond Fund Class J (PBMJX) | The mutual fund is designed to provide current income and, as a secondary objective, capital appreciation. Under normal circumstances, the fund invests ...Detailed Profile | $11.21 | 0.14% | 0.87% | |||
| 14. | Principal Core Fixed Income Fund Class J (PIOJX) | The fund works with an aim to provide a high level of current income consistent with preservation of capital. The fund invests primarily in a diversified ...Detailed Profile | $10.1 | -0.6% | 0.68% | |||
| 15. | Principal Bond Market Index Fund Class J (PBIJX) | The mutual fund is designed to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings ...Detailed Profile | $9.89 | -0.7% | 0.6% | |||
🡄 1-15 🡆
▶ Mutual Funds of 15-30 Equity Category
▶ Mutual Funds of 2x Leveraged Category
▶ Mutual Funds of 30-50 Equity Category
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▶ Mutual Funds of Aggressive Category
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▶ Mutual Funds of Arizona Municipal Category
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▶ Mutual Funds of Asia Category
▶ Mutual Funds of Asset Allocation Category
▶ Mutual Funds of Australia Category
▶ Mutual Funds of Balanced Category
▶ Mutual Funds of Balanced Income Category
▶ Mutual Funds of Bank Category
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▶ Mutual Funds of Biotech Category
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▶ Mutual Funds of Bond Category
▶ Mutual Funds of Bond Index Category
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▶ Mutual Funds of College Fund Category
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▶ Mutual Funds of Conservative Category
▶ Mutual Funds of Conservative Allocation Category
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▶ Mutual Funds of High Yield Category
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▶ Mutual Funds of Idaho Municipal Category
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▶ Mutual Funds of Income Builder Category
▶ Mutual Funds of Index Fund Category
▶ Mutual Funds of Inflation Category
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▶ Mutual Funds of Inflation Strategy Category
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▶ Mutual Funds of Korea Category
▶ Mutual Funds of Large Blend Category
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▶ Mutual Funds of Lifestyle Conservative Category
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▶ Mutual Funds of Louisiana Municipal Category
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▶ Mutual Funds of Maine Municipal Category
▶ Mutual Funds of Major Markets Category
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▶ Mutual Funds of Nebraska Municipal Category
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▶ Mutual Funds of North Carolina Municipal Category
▶ Mutual Funds of Oklahoma Municipal Category
▶ Mutual Funds of Opportunities Category
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▶ Mutual Funds of Utilities Category
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▶ Mutual Funds of Virginia Municipal Category
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▶ Mutual Funds of Wisconsin Municipal Category