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Principal Funds, Inc. - Lifetime Hybrid 2035, Class J: (MF: PHJJX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 06:04 PM ET

$15.74 USD

+0.03 (0.19%)

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 3.24 66
3 months 3.64 66
6 months 8.43 51
1 Year 16.07 53
3 Year 14.37 43
5 Year 7.72 43
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 14.32
5 Year 7.41
10 Year NA
Since Inception 8.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.35 7.11 5.77 2.29
2024 5.96 1.16 5.92 -1.64
2023 5.76 4.04 -3.80 9.93
2022 -6.24 -13.03 -5.21 6.71
2021 4.31 5.32 -0.86 6.07

Annual Return

20262025202420232022202120202019
% Total Return 3.2415.4811.6816.35-17.5115.5314.8422.36
% Total Return Rel to Index 0.62-2.73-13.34-9.880.68-13.14-3.56-9.13
% Total Return Rel to Peer -0.170.971.763.19-4.554.034.155.16
% Perf Quintile vs Peer* 3.003.000.002.004.002.002.002.00
% Dividends 0.000.390.330.310.170.340.420.44
% Yield 0.002.392.262.851.322.082.893.36
Capital Gains ($) 0.000.310.120.110.790.390.100.00
Expense Ratio 0.000.170.170.170.200.210.240.00

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