Back to top
more

Principal Funds, Inc. - Principal Lifetime Hybrid 2035 Fund: (MF: PLRTX)

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

$15.47 USD

0.00 (NA)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.28 65
3 months 3.66 65
6 months 8.48 50
1 Year 16.29 51
3 Year 14.54 42
5 Year 7.89 41
10 Year 9.98 32

* 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 15.63
5 Year 7.58
10 Year 9.15
Since Inception 9.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.28 7.12 5.78 2.33
2024 5.99 1.23 5.94 -1.58
2023 5.71 4.17 -3.85 9.96
2022 -6.13 -13.01 -5.17 6.83
2021 4.28 5.36 -0.79 6.10

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2815.6311.8816.44-17.2815.6615.0922.81-7.8818.028.41
% Total Return Rel to Index 0.67-2.58-13.13-9.800.92-13.01-3.30-8.67-3.49-3.77-3.52
% Total Return Rel to Peer -0.121.121.963.28-4.314.164.405.61-1.384.562.13
% Perf Quintile vs Peer* 3.003.000.002.004.002.002.002.004.002.002.00
% Dividends 0.000.410.350.320.190.360.440.270.210.230.17
% Yield 0.002.492.362.961.462.203.002.061.881.851.63
Capital Gains ($) 0.000.310.120.110.790.390.110.190.210.040.02
Expense Ratio 0.000.020.020.020.020.020.020.020.020.000.00

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