Back to top
more

Principal Fds, Inc.principal Lifetime 2035 Fd Cl R-5: (MF: LTPEX)

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

$13.01 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 2.81 76
3 months 3.06 77
6 months 6.56 73
1 Year 13.63 66
3 Year 13.09 53
5 Year 6.59 55
10 Year 9.35 38

* 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) 460.43

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.95
5 Year 6.38
10 Year 8.43
Since Inception 6.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.08 6.91 4.68 1.73
2024 5.36 0.31 6.09 -2.07
2023 5.17 4.12 -3.71 10.25
2022 -6.94 -12.70 -5.49 7.14
2021 3.69 5.81 -0.89 4.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8113.959.8016.26-17.7413.8715.4423.28-7.6219.444.97
% Total Return Rel to Index 0.52-4.26-15.21-9.980.46-14.80-2.95-8.21-3.22-2.35-6.96
% Total Return Rel to Peer -0.27-0.55-0.113.10-4.772.364.766.08-1.125.98-1.29
% Perf Quintile vs Peer* 3.003.000.002.004.003.002.002.004.002.004.00
% Dividends 0.000.320.260.230.160.360.190.220.230.250.14
% Yield 0.002.221.922.401.352.301.361.652.031.901.21
Capital Gains ($) 0.000.840.450.240.620.610.490.630.550.390.29
Expense Ratio 0.000.260.260.270.260.260.260.270.260.260.27

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