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Principal Funds, Inc. - Opportunistic Municipal Fund, Institutional Class: (MF: POMFX)

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

$9.43 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 1.93 56
3 months 1.92 62
6 months 7.35 12
1 Year 3.29 76
3 Year 5.66 8
5 Year 1.30 59
10 Year 3.28 5

* 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 3.16
5 Year 0.91
10 Year 3.14
Since Inception 3.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.01 -1.56 3.13 1.61
2024 1.82 1.17 2.62 -0.89
2023 1.73 2.18 -3.10 6.90
2022 -8.38 -6.59 -4.23 2.78
2021 1.05 4.64 -0.47 1.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.933.164.787.67-15.766.754.5510.881.7110.51-0.06
% Total Return Rel to Index -0.22-1.093.851.27-7.235.23-0.643.320.435.06-0.30
% Total Return Rel to Peer 0.01-0.071.912.04-6.724.480.674.320.776.040.04
% Perf Quintile vs Peer* 3.004.000.001.005.001.002.001.001.001.003.00
% Dividends 0.070.460.440.420.400.390.390.420.430.410.38
% Yield 0.374.574.334.504.103.173.313.583.933.633.60
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.570.800.560.560.560.560.580.720.630.65

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