**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Calendar Year Total Returns
2023
2022
2021
2020
2019
Total Return %
5.08
-14.48
-0.95
9.27
9.44
Bloomberg US Aggregate Bond Index %
5.53
-13.01
-1.54
7.51
8.72
Intermediate Core-Plus Bond Category % +
6.22
-13.27
-0.67
8.06
8.94
Morningstar Percentile Rankings**,+
88
77
58
26
43
Morningstar Fixed Income Stylebox
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# of Funds in Category+
632
621
605
602
613
+ Data displayed is the most current information available.
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.
Expenses
as of 03/31/2024
Total Investment Expense - Gross:
0.81%
Total Investment Expense - Net:
0.81%
12b-1 Fee:
0.10%
Distribution History
What's this?
$ Per Share
03/25/2024
Income
0.0273
02/26/2024
Income
0.0246
01/26/2024
Income
0.0235
12/27/2023
Income
0.0322
11/27/2023
Income
0.0268
10/26/2023
Income
0.0257
09/26/2023
Income
0.0235
08/28/2023
Income
0.0232
07/26/2023
Income
0.0215
06/27/2023
Income
0.0202
05/25/2023
Income
0.0202
04/25/2023
Income
0.0199
03/28/2023
Income
0.0183
02/23/2023
Income
0.0161
01/26/2023
Income
0.0197
12/28/2022
Income
0.0285
11/23/2022
Income
0.0273
10/31/2022
Income
0.000652259
10/28/2022
Income
0.001958023
10/27/2022
Income
0.000655279
10/26/2022
Income
0.000655818
10/25/2022
Income
0.00065483
10/24/2022
Income
0.000654636
10/21/2022
Income
0.001962011
10/20/2022
Income
0.000652038
10/19/2022
Income
0.000650884
10/18/2022
Income
0.000651288
10/17/2022
Income
0.000598409
10/14/2022
Income
0.001792742
10/13/2022
Income
0.000598408
10/12/2022
Income
0.000597885
10/11/2022
Income
0.000597483
10/10/2022
Income
0.000596395
10/07/2022
Income
0.001790802
10/06/2022
Income
0.000597564
10/05/2022
Income
0.000598317
10/04/2022
Income
0.000597821
10/03/2022
Income
0.000532793
09/30/2022
Income
0.001600312
09/29/2022
Income
0.000533027
09/28/2022
Income
0.000528699
09/27/2022
Income
0.000526912
09/26/2022
Income
0.000498564
09/23/2022
Income
0.001488978
09/22/2022
Income
0.000496815
09/21/2022
Income
0.000496164
09/20/2022
Income
0.000495947
09/19/2022
Income
0.000496552
09/16/2022
Income
0.001488819
09/15/2022
Income
0.000496342
09/14/2022
Income
0.000479592
09/13/2022
Income
0.000480277
09/12/2022
Income
0.000475352
09/09/2022
Income
0.001424954
09/08/2022
Income
0.000475492
09/07/2022
Income
0.000474111
09/06/2022
Income
0.000475055
09/02/2022
Income
0.001860726
09/01/2022
Income
0.000434291
08/31/2022
Income
0.000435032
08/30/2022
Income
0.000434435
08/29/2022
Income
0.000351241
08/26/2022
Income
0.001054378
08/25/2022
Income
0.00035094
08/24/2022
Income
0.000350806
08/23/2022
Income
0.000348292
08/22/2022
Income
0.000241814
08/19/2022
Income
0.000725525
08/18/2022
Income
0.00024126
08/17/2022
Income
0.000243343
08/16/2022
Income
0.000244505
08/15/2022
Income
0.000232214
08/12/2022
Income
0.000690795
08/11/2022
Income
0.000229965
08/10/2022
Income
0.0003421
08/09/2022
Income
0.000342719
08/08/2022
Income
0.00035746
08/05/2022
Income
0.001073245
08/04/2022
Income
0.000465548
08/03/2022
Income
0.000464604
08/02/2022
Income
0.000462241
08/01/2022
Income
0.000470933
07/29/2022
Income
0.001418334
07/28/2022
Income
0.000472384
07/27/2022
Income
0.000472307
07/26/2022
Income
0.000471918
07/25/2022
Income
0.000478785
07/22/2022
Income
0.00143968
07/21/2022
Income
0.000479424
07/20/2022
Income
0.000478183
07/19/2022
Income
0.000500409
07/18/2022
Income
0.000500613
07/15/2022
Income
0.001501283
07/14/2022
Income
0.00050048
07/13/2022
Income
0.000500484
07/12/2022
Income
0.000500678
07/11/2022
Income
0.00050376
07/08/2022
Income
0.001583267
07/07/2022
Income
0.000527555
07/06/2022
Income
0.000527964
07/05/2022
Income
0.000526985
07/01/2022
Income
0.002072573
06/30/2022
Income
0.000520082
06/29/2022
Income
0.000520566
06/28/2022
Income
0.000519514
06/27/2022
Income
0.000524825
06/24/2022
Income
0.001574699
06/23/2022
Income
0.000525572
06/22/2022
Income
0.000520412
06/21/2022
Income
0.000520173
06/17/2022
Income
0.002087034
06/16/2022
Income
0.000522979
06/15/2022
Income
0.000521963
06/14/2022
Income
0.000512305
06/13/2022
Income
0.000479507
06/10/2022
Income
0.001433683
06/09/2022
Income
0.000477441
06/08/2022
Income
0.000478963
06/07/2022
Income
0.000477472
06/06/2022
Income
0.000497144
06/03/2022
Income
0.001491889
06/02/2022
Income
0.000506991
06/01/2022
Income
0.000484448
05/31/2022
Income
0.00048525
05/27/2022
Income
0.001735225
05/26/2022
Income
0.000434528
05/25/2022
Income
0.00043454
05/24/2022
Income
0.000433758
05/23/2022
Income
0.000467421
05/20/2022
Income
0.00140482
05/19/2022
Income
0.000468551
05/18/2022
Income
0.00046789
05/17/2022
Income
0.000468168
05/16/2022
Income
0.000485525
05/13/2022
Income
0.001455708
05/12/2022
Income
0.00048537
05/11/2022
Income
0.000485573
05/10/2022
Income
0.000485504
05/09/2022
Income
0.000524864
05/06/2022
Income
0.001572718
05/05/2022
Income
0.000524941
05/04/2022
Income
0.000524723
05/03/2022
Income
0.000523918
05/02/2022
Income
0.000516634
04/29/2022
Income
0.001551924
04/28/2022
Income
0.000516585
04/27/2022
Income
0.000517467
04/26/2022
Income
0.000517482
04/25/2022
Income
0.000519396
Income dividends are paid monthly.
Daily Unit Value/Share Price Chart
Sorry, data not supported on this investment option.
Returns shown for periods of less than one year are not annualized.
Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.
The full name of this investment option is Principal Funds, Inc. - Principal Core Plus Bond R4 Fund.
Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.
Not FDIC Insured May Lose Value - Not a Deposit - No Bank Guarantee Not Insured by any Federal Government Agency
The Bloomberg US Aggregate Bond Index measures the performance of investment grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM passthroughs), ABS, and CMBS. It rolls up into other Bloomberg flagship indices, such as the multi-currency Global Aggregate Index and the U.S. Universal Index, which includes high yield and emerging markets debt.
The risks associated with derivative investments include that the underlying security, interest rate, market index, or other financial asset will not move in the direction the Investment Adviser and/or Sub-Advisor anticipated, the possibility that there may be no liquid secondary market, the risk that adverse price movements in an instrument can result in a loss substantially greater than a fund's initial investment, the possibility that the counterparty may fail to perform its obligations; and the inability to close out certain hedged positions to avoid adverse tax consequences.
Fixed-income and asset allocation investment options that invest in mortgage securities are subject to increased risk due to real estate exposure.
Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise. Neither the principal of bond investment options nor their yields are guaranteed by the U.S. government.