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Principal Fds, Inc. Principal Lifetime 2045 Fd Insti Cl: (MF: LTRIX)

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

$15.01 USD

-0.01 (-0.07%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.21 67
3 months 3.59 67
6 months 7.67 58
1 Year 16.58 50
3 Year 15.87 32
5 Year 8.46 35
10 Year 10.94 21

* 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) 574.89

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.66
5 Year 8.29
10 Year 9.88
Since Inception 7.66

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.49 8.72 5.56 2.15
2024 7.15 0.48 6.37 -1.78
2023 5.89 5.40 -3.82 11.27
2022 -7.16 -14.33 -5.95 8.95
2021 4.81 6.52 -1.06 5.57

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2116.6612.4919.44-18.5116.6216.4025.76-8.2821.445.61
% Total Return Rel to Index 0.97-1.55-12.52-6.80-0.30-12.06-1.99-5.73-3.88-0.35-6.32
% Total Return Rel to Peer 0.182.152.576.28-5.545.115.728.56-1.787.98-0.65
% Perf Quintile vs Peer* 3.002.000.001.005.002.001.001.004.001.004.00
% Dividends 0.000.340.250.240.160.460.230.240.250.280.16
% Yield 0.002.061.642.331.232.771.531.772.132.061.41
Capital Gains ($) 0.001.070.540.330.860.590.430.640.570.310.33
Expense Ratio 0.000.010.010.010.010.010.010.010.010.020.03

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