**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 %
5.40
-14.25
-0.64
9.68
9.87
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**,+
81
70
42
19
28
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:
0.59%
Total Investment Expense - Net:
0.48%
Contractual Cap Date:
02/28/2025
Distribution History
What's this?
$ Per Share
03/25/2024
Income
0.0295
02/26/2024
Income
0.0265
01/26/2024
Income
0.0259
12/27/2023
Income
0.0347
11/27/2023
Income
0.0296
10/26/2023
Income
0.0281
09/26/2023
Income
0.0261
08/28/2023
Income
0.0258
07/26/2023
Income
0.0236
06/27/2023
Income
0.0226
05/25/2023
Income
0.0228
04/25/2023
Income
0.0222
03/28/2023
Income
0.0211
02/23/2023
Income
0.0184
01/26/2023
Income
0.0221
12/28/2022
Income
0.0314
11/23/2022
Income
0.0291
10/31/2022
Income
0.000732224
10/28/2022
Income
0.002196028
10/27/2022
Income
0.000734197
10/26/2022
Income
0.000733748
10/25/2022
Income
0.000733549
10/24/2022
Income
0.00073327
10/21/2022
Income
0.002200516
10/20/2022
Income
0.000732297
10/19/2022
Income
0.000730369
10/18/2022
Income
0.00073077
10/17/2022
Income
0.000677932
10/14/2022
Income
0.002034272
10/13/2022
Income
0.000678339
10/12/2022
Income
0.000678033
10/11/2022
Income
0.000678078
10/10/2022
Income
0.000676718
10/07/2022
Income
0.002034072
10/06/2022
Income
0.000679284
10/05/2022
Income
0.000679084
10/04/2022
Income
0.000677799
10/03/2022
Income
0.000613255
09/30/2022
Income
0.001844528
09/29/2022
Income
0.00061231
09/28/2022
Income
0.000609462
09/27/2022
Income
0.000609319
09/26/2022
Income
0.000580047
09/23/2022
Income
0.001738928
09/22/2022
Income
0.000578885
09/21/2022
Income
0.000578948
09/20/2022
Income
0.00057882
09/19/2022
Income
0.000579243
09/16/2022
Income
0.001738564
09/15/2022
Income
0.000579397
09/14/2022
Income
0.000563311
09/13/2022
Income
0.000563835
09/12/2022
Income
0.000558849
09/09/2022
Income
0.001676296
09/08/2022
Income
0.000558534
09/07/2022
Income
0.000558795
09/06/2022
Income
0.000559094
09/02/2022
Income
0.002199648
09/01/2022
Income
0.00051909
08/31/2022
Income
0.000519655
08/30/2022
Income
0.000519731
08/29/2022
Income
0.000436117
08/26/2022
Income
0.001307132
08/25/2022
Income
0.000435888
08/24/2022
Income
0.000435761
08/23/2022
Income
0.000433802
08/22/2022
Income
0.000327001
08/19/2022
Income
0.000982053
08/18/2022
Income
0.000327568
08/17/2022
Income
0.000329204
08/16/2022
Income
0.000329056
08/15/2022
Income
0.000318068
08/12/2022
Income
0.000949357
08/11/2022
Income
0.000315755
08/10/2022
Income
0.000428241
08/09/2022
Income
0.000428147
08/08/2022
Income
0.000443156
08/05/2022
Income
0.00133186
08/04/2022
Income
0.000551375
08/03/2022
Income
0.000552034
08/02/2022
Income
0.000552884
08/01/2022
Income
0.000557316
07/29/2022
Income
0.001674115
07/28/2022
Income
0.000557903
07/27/2022
Income
0.00055792
07/26/2022
Income
0.000557912
07/25/2022
Income
0.000564609
07/22/2022
Income
0.001692015
07/21/2022
Income
0.000563977
07/20/2022
Income
0.000563096
07/19/2022
Income
0.000585227
07/18/2022
Income
0.000585412
07/15/2022
Income
0.001756639
07/14/2022
Income
0.000585004
07/13/2022
Income
0.000584922
07/12/2022
Income
0.000584582
07/11/2022
Income
0.000587972
07/08/2022
Income
0.001837391
07/07/2022
Income
0.000612924
07/06/2022
Income
0.000612597
07/05/2022
Income
0.0006118
07/01/2022
Income
0.00241009
06/30/2022
Income
0.000603686
06/29/2022
Income
0.000604554
06/28/2022
Income
0.000604036
06/27/2022
Income
0.000609127
06/24/2022
Income
0.001826694
06/23/2022
Income
0.000608979
06/22/2022
Income
0.000604678
06/21/2022
Income
0.000604191
06/17/2022
Income
0.002422659
06/16/2022
Income
0.000605627
06/15/2022
Income
0.000606005
06/14/2022
Income
0.000598573
06/13/2022
Income
0.000564557
06/10/2022
Income
0.001691174
06/09/2022
Income
0.00056357
06/08/2022
Income
0.000564662
06/07/2022
Income
0.000564163
06/06/2022
Income
0.00058342
06/03/2022
Income
0.0017508
06/02/2022
Income
0.000593719
06/01/2022
Income
0.000571687
05/31/2022
Income
0.000572182
05/27/2022
Income
0.002080561
05/26/2022
Income
0.000520591
05/25/2022
Income
0.000519887
05/24/2022
Income
0.00052015
05/23/2022
Income
0.000553528
05/20/2022
Income
0.001661595
05/19/2022
Income
0.000553806
05/18/2022
Income
0.000554038
05/17/2022
Income
0.000553734
05/16/2022
Income
0.000571218
05/13/2022
Income
0.001713833
05/12/2022
Income
0.000570793
05/11/2022
Income
0.000570963
05/10/2022
Income
0.000570838
05/09/2022
Income
0.000610294
05/06/2022
Income
0.001832956
05/05/2022
Income
0.000610608
05/04/2022
Income
0.000610825
05/03/2022
Income
0.000610703
05/02/2022
Income
0.000602931
04/29/2022
Income
0.001812509
04/28/2022
Income
0.000603915
04/27/2022
Income
0.000603934
04/26/2022
Income
0.000603722
04/25/2022
Income
0.000605851
04/22/2022
Income
0.001817449
04/21/2022
Income
0.000609743
04/20/2022
Income
0.000610221
04/19/2022
Income
0.00061077
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 Inst 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.
These calculated returns reflect the historical performance of the oldest share class of the fund, adjusted to reflect a portion of the fees and expenses of this share class. For time periods prior to inception date of the fund, predecessor performance is reflected. Please see the fund's prospectus for more information on specific expenses, and the fund's most recent shareholder report for actual date of first sale. Expenses are deducted from income earned by the fund. As a result, dividends and investment results will differ for each share class.
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.