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Principal Fds, Inc.principal Lifetime Strategic Incm Fd Cl A: (MF: PALTX)

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

$11.70 USD

+0.01 (0.09%)

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 2.21 86
3 months 2.26 88
6 months 4.81 90
1 Year 9.72 87
3 Year 9.04 84
5 Year 3.67 90
10 Year 4.93 88

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -30.10
Bull Market (2/09 - 3/21) 173.76

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.13
5 Year 2.36
10 Year 4.23
Since Inception 3.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.06 4.22 3.20 1.28
2024 2.81 0.35 5.00 -1.89
2023 3.82 1.60 -2.60 7.53
2022 -5.25 -8.45 -4.29 4.32
2021 -0.23 2.98 -0.15 1.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.2110.116.2810.48-13.404.129.6512.39-3.418.324.51
% Total Return Rel to Index -0.17-8.10-18.73-15.764.80-24.56-8.74-19.090.97-13.47-7.42
% Total Return Rel to Peer -0.97-4.39-3.63-2.67-0.43-7.38-1.03-4.803.08-5.13-1.76
% Perf Quintile vs Peer* 5.005.000.004.002.005.004.005.001.005.004.00
% Dividends 0.000.360.320.250.240.300.210.270.300.290.19
% Yield 0.002.932.723.112.242.271.622.112.492.261.58
Capital Gains ($) 0.000.260.160.000.250.600.210.330.510.240.05
Expense Ratio 0.000.380.370.380.380.380.380.380.380.380.39

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