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Principal Funds, Inc. - Lifetime Hybrid 2060, Class J: (MF: PHJGX)

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

$19.03 USD

-0.02 (-0.10%)

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 3.90 46
3 months 4.62 45
6 months 10.62 25
1 Year 21.04 25
3 Year 18.12 15
5 Year 10.30 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 18.42
5 Year 10.04
10 Year NA
Since Inception 10.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.61 9.82 7.51 2.96
2024 8.43 1.60 6.13 -1.26
2023 6.57 5.73 -4.16 11.18
2022 -6.43 -15.38 -5.58 8.66
2021 6.06 6.16 -1.14 7.66

Annual Return

20262025202420232022202120202019
% Total Return 3.9019.6215.4620.06-18.7719.8315.6926.20
% Total Return Rel to Index 1.461.40-9.56-6.18-0.56-8.84-2.70-5.28
% Total Return Rel to Peer 0.665.115.546.90-5.808.325.019.00
% Perf Quintile vs Peer* 2.001.000.001.005.001.002.001.00
% Dividends 0.000.350.280.240.160.380.290.26
% Yield 0.001.691.602.161.142.081.891.87
Capital Gains ($) 0.000.460.200.140.830.250.110.21
Expense Ratio 0.000.300.300.300.300.300.300.00

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