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Principal Funds, Inc. - Lifetime Hybrid 2055, Class J: (MF: PHJBX)

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

$18.43 USD

-0.02 (-0.11%)

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 3.97 44
3 months 4.61 45
6 months 10.63 25
1 Year 21.10 24
3 Year 18.16 15
5 Year 10.28 11
10 Year NA NA

* 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) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 18.35
5 Year 9.97
10 Year NA
Since Inception 10.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.59 9.81 7.45 2.96
2024 8.48 1.59 6.13 -1.19
2023 6.53 5.75 -4.15 11.15
2022 -6.37 -15.41 -5.61 8.69
2021 5.86 6.05 -1.04 7.47

Annual Return

20262025202420232022202120202019
% Total Return 3.9719.5515.5720.02-18.7519.4115.4925.96
% Total Return Rel to Index 1.501.33-9.44-6.21-0.55-9.27-2.90-5.52
% Total Return Rel to Peer 0.705.045.656.86-5.787.904.818.76
% Perf Quintile vs Peer* 2.001.000.001.005.001.002.001.00
% Dividends 0.000.340.280.240.150.370.300.43
% Yield 0.001.701.632.171.112.061.943.15
Capital Gains ($) 0.000.480.200.150.950.300.120.00
Expense Ratio 0.000.260.260.300.300.300.300.00

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