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Principal Funds, Inc. - Principal Lifetime Hybrid 2025 Fund: (MF: PLFTX)

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

$13.66 USD

+0.01 (0.07%)

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 2.85 75
3 months 3.15 76
6 months 7.04 67
1 Year 13.45 67
3 Year 11.95 62
5 Year 6.25 60
10 Year 8.32 50

* 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 13.17
5 Year 5.88
10 Year 7.64
Since Inception 7.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.47 5.56 4.68 1.93
2024 4.50 1.03 5.36 -1.72
2023 4.92 2.86 -3.29 8.50
2022 -5.35 -10.71 -4.79 5.37
2021 2.92 4.56 -0.57 4.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.8513.179.3313.25-15.2312.0413.7619.18-6.4515.127.50
% Total Return Rel to Index 0.23-5.04-15.69-12.992.97-16.64-4.63-12.30-2.05-6.67-4.43
% Total Return Rel to Peer -0.56-1.32-0.580.09-2.260.533.071.980.041.661.22
% Perf Quintile vs Peer* 4.004.000.003.003.003.003.003.003.003.002.00
% Dividends 0.000.420.350.340.220.330.470.270.200.230.17
% Yield 0.002.842.653.241.872.213.432.131.821.951.63
Capital Gains ($) 0.000.260.070.080.510.400.090.130.150.020.01
Expense Ratio 0.000.020.020.020.020.020.020.020.020.000.00

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