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Principal Funds, Inc. - Principal Lifetime 2060 Fund, Class R-3: (MF: PLTCX)

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

$18.08 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 3.25 65
3 months 3.64 66
6 months 7.77 57
1 Year 17.10 47
3 Year 16.10 30
5 Year 8.52 34
10 Year 10.94 21

* 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 17.07
5 Year 8.40
10 Year 9.81
Since Inception 9.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.94 9.37 5.75 2.18
2024 7.55 0.35 6.29 -1.81
2023 5.86 5.74 -4.05 11.45
2022 -7.39 -14.89 -6.18 9.15
2021 5.33 6.69 -1.25 5.85

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2517.0712.6419.70-19.2817.4615.9826.87-9.7222.125.05
% Total Return Rel to Index 1.15-1.14-12.37-6.54-1.07-11.22-2.41-4.61-5.320.33-6.88
% Total Return Rel to Peer 0.352.572.726.54-6.315.955.299.67-3.228.66-1.22
% Perf Quintile vs Peer* 2.002.000.001.005.001.002.001.005.001.004.00
% Dividends 0.000.300.190.190.100.440.180.190.200.240.11
% Yield 0.001.451.021.680.652.221.041.201.511.600.91
Capital Gains ($) 0.001.170.540.390.990.440.340.600.430.090.25
Expense Ratio 0.000.580.580.580.580.580.580.580.580.580.60

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