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Principal Funds, Inc. - Lifetime Hybrid 2050, Class J: (MF: PHJUX)

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

$17.81 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 3.89 46
3 months 4.56 46
6 months 10.52 26
1 Year 20.89 25
3 Year 18.15 15
5 Year 10.22 12
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 18.26
5 Year 9.91
10 Year NA
Since Inception 10.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.52 9.65 7.45 2.95
2024 8.45 1.63 6.12 -1.18
2023 6.47 5.84 -4.12 11.16
2022 -6.29 -15.48 -5.53 8.74
2021 5.61 5.97 -1.00 7.28

Annual Return

20262025202420232022202120202019
% Total Return 3.8919.4615.6020.11-18.6418.8815.6525.22
% Total Return Rel to Index 1.441.24-9.41-6.13-0.43-9.80-2.74-6.27
% Total Return Rel to Peer 0.644.955.686.95-5.677.374.968.02
% Perf Quintile vs Peer* 2.001.000.001.005.001.002.001.00
% Dividends 0.000.340.280.240.150.360.310.24
% Yield 0.001.761.682.231.122.072.071.78
Capital Gains ($) 0.000.510.200.160.970.360.130.25
Expense Ratio 0.000.210.200.230.260.280.300.00

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