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Principal Funds, Inc. - Principal Lifetime 2065 Fund, Institutional Class: (MF: PLJIX)

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

$15.42 USD

-0.01 (-0.06%)

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 3.37 61
3 months 3.81 62
6 months 8.08 54
1 Year 17.77 43
3 Year 16.75 26
5 Year 9.13 27
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 17.75
5 Year 9.01
10 Year NA
Since Inception 9.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.77 9.54 5.87 2.31
2024 7.73 0.49 6.43 -1.70
2023 6.04 5.86 -3.95 11.60
2022 -7.24 -14.81 -5.99 9.30
2021 5.54 6.86 -1.16 6.00

Annual Return

202620252024202320222021202020192018
% Total Return 3.3717.7513.2620.33-18.8118.1616.8827.34-9.35
% Total Return Rel to Index 1.22-0.46-11.75-5.91-0.60-10.51-1.52-4.14-4.96
% Total Return Rel to Peer 0.423.243.347.17-5.846.666.1910.15-2.85
% Perf Quintile vs Peer* 2.002.000.001.005.001.001.001.005.00
% Dividends 0.000.320.220.210.130.420.180.180.31
% Yield 0.001.841.432.191.092.671.351.503.14
Capital Gains ($) 0.000.760.320.260.600.140.130.250.00
Expense Ratio 0.000.030.030.040.050.080.080.100.10

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