Back to top
more

Principal Fds, Inc. Principal Lifetime 2035 Fd Insti Cl: (MF: LTIUX)

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

$13.14 USD

+0.01 (0.08%)

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 2.86 75
3 months 3.13 76
6 months 6.75 71
1 Year 14.02 63
3 Year 13.40 50
5 Year 6.88 52
10 Year 9.63 35

* 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) 484.95

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.25
5 Year 6.66
10 Year 8.71
Since Inception 6.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.15 6.92 4.71 1.88
2024 5.41 0.46 6.11 -2.02
2023 5.22 4.18 -3.68 10.34
2022 -6.83 -12.62 -5.53 7.28
2021 3.74 5.92 -0.88 4.79

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8614.2510.1116.52-17.5014.1415.7923.49-7.3419.735.30
% Total Return Rel to Index 0.50-3.96-14.90-9.720.70-14.54-2.61-7.99-2.94-2.06-6.62
% Total Return Rel to Peer -0.29-0.240.193.36-4.532.635.106.29-0.846.27-0.96
% Perf Quintile vs Peer* 3.003.000.002.004.003.002.002.004.001.004.00
% Dividends 0.000.360.290.260.190.390.220.250.260.280.17
% Yield 0.002.462.142.671.622.571.581.942.322.151.47
Capital Gains ($) 0.000.840.450.240.620.610.490.630.550.390.29
Expense Ratio 0.000.010.010.010.010.010.010.010.010.010.02

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