Back to top
more

Principal Fds, Inc. Principal Lifetime 2035 Fd Cl R-3: (MF: LTAOX)

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

$12.79 USD

0.00 (NA)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.70 78
3 months 2.95 79
6 months 6.36 76
1 Year 13.28 68
3 Year 12.74 56
5 Year 6.27 60
10 Year 9.01 42

* 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) 431.63

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.67
5 Year 6.05
10 Year 8.10
Since Inception 6.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.08 6.77 4.60 1.69
2024 5.28 0.31 5.95 -2.15
2023 5.15 4.00 -3.76 10.10
2022 -7.03 -12.73 -5.65 7.11
2021 3.58 5.74 -0.97 4.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7013.679.4815.87-18.0113.4815.1322.90-7.9419.074.71
% Total Return Rel to Index 0.40-4.54-15.53-10.360.19-15.20-3.26-8.58-3.55-2.71-7.22
% Total Return Rel to Peer -0.39-0.82-0.432.71-5.041.974.445.71-1.445.61-1.55
% Perf Quintile vs Peer* 4.003.000.002.004.003.002.002.004.002.004.00
% Dividends 0.000.280.220.200.120.310.160.190.190.210.11
% Yield 0.001.971.622.131.072.061.111.431.691.640.95
Capital Gains ($) 0.000.840.450.240.620.610.490.630.550.390.29
Expense Ratio 0.000.570.570.580.570.570.570.580.570.570.58

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