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Principal Funds, Inc. Opportunistic Municipal Fd Cl A: (MF: PMOAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$9.42 USD

+0.01 (0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.88 61
3 months 1.85 68
6 months 7.21 14
1 Year 3.02 83
3 Year 5.34 13
5 Year 1.00 76
10 Year 2.98 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year -0.83
5 Year -0.11
10 Year 2.47
Since Inception 3.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.06 -1.63 3.07 1.54
2024 1.65 1.10 2.55 -0.96
2023 1.77 2.00 -3.17 6.94
2022 -8.45 -6.66 -4.31 2.72
2021 0.90 4.57 -0.54 1.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.882.884.397.49-16.016.364.3510.581.3210.14-0.30
% Total Return Rel to Index -0.24-1.363.451.09-7.484.84-0.843.020.044.69-0.54
% Total Return Rel to Peer -0.01-0.351.521.86-6.974.090.484.020.385.67-0.20
% Perf Quintile vs Peer* 3.004.000.001.005.001.002.001.002.001.003.00
% Dividends 0.060.430.410.390.380.350.360.390.400.380.36
% Yield 0.364.414.164.343.912.973.123.403.743.493.43
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.840.850.840.840.840.840.861.000.950.90

* 1 = Top 20%, 5 = Bottom 20%