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Nasdaq - Delayed Quote USD

Principal Finisterre EmMkts TR Bd Instl (PFUMX)

8.85
+0.02
+(0.23%)
As of 8:06:57 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.73%
5y Average Return 4.67%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (Apr 15, 2025) 14.75%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 14.75%
Worst 3Y Total Return -1.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PFUMX
Category
YTD
2.77%
-0.13%
1-Month
-0.59%
0.40%
3-Month
2.77%
3.23%
1-Year
7.59%
9.26%
3-Year
4.51%
5.92%
5-Year
5.15%
4.76%
10-Year
0.00%
4.29%
Last Bull Market
6.51%
11.92%
Last Bear Market
-11.00%
-4.79%

Annual Total Return (%) History

Year
PFUMX
Category
2025
--
--
2024
7.40%
--
2023
11.20%
--
2022
-9.30%
--
2021
-2.99%
--
2020
7.83%
5.09%
2019
14.75%
12.59%
2018
-1.61%
-4.93%

2017
11.23%
10.25%
2016
--
10.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.77% -- -- --
2024 2.59% -0.83% 6.56% -0.94%
2023 2.84% 3.66% -2.89% 7.42%
2022 -2.48% -11.00% -3.92% 8.77%
2021 -2.15% 1.97% -1.55% -1.25%
2020 -9.39% 9.76% 0.98% 7.37%
2019 4.99% 3.66% 2.03% 3.34%
2018 0.32% -1.90% 1.47% -1.47%
2017 4.90% 1.22% 3.80% 0.92%
2016 -0.64% -- -- --

Rank in Category (By Total Return)

YTD 22
1-Month 46
3-Month 22
1-Year 34
3-Year 33
5-Year 30

Load Adjusted Returns

1-Year 7.59%
3-Year 4.51%
5-Year 5.15%
10-Year --

Performance & Risk

YTD Return 1.73%
5y Average Return 4.67%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Emerging Markets Bond
Fund Family Principal Funds
Net Assets 682.64M
YTD Return 2.77%
Yield 6.72%
Morningstar Rating
Inception Date Jul 11, 2016

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds that are tied economically to an emerging market, and in derivatives on such investments. Emerging markets are generally defined to include all countries except Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Spain, Sweden, Switzerland, United Kingdom, and the United States.

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