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Principal Funds, Inc. Principal Lifetime Hybrid 2040 Fund, Institutional Class: (MF: PLTQX)

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

$16.38 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 3.57 55
3 months 4.10 56
6 months 9.40 40
1 Year 18.24 40
3 Year 16.18 30
5 Year 8.96 30
10 Year 10.76 23

* 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 17.26
5 Year 8.62
10 Year 9.85
Since Inception 8.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.81 8.23 6.46 2.60
2024 7.03 1.46 6.06 -1.42
2023 6.08 4.92 -3.92 10.53
2022 -6.26 -14.11 -5.37 7.72
2021 4.89 5.62 -0.90 6.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.5717.2613.5418.20-17.9317.0915.4523.83-8.5919.158.70
% Total Return Rel to Index 0.97-0.95-11.48-8.030.26-11.58-2.95-7.65-4.20-2.63-3.23
% Total Return Rel to Peer 0.172.753.625.04-4.965.584.766.63-2.095.692.43
% Perf Quintile vs Peer* 3.002.000.002.004.001.002.002.004.002.001.00
% Dividends 0.000.390.320.290.170.370.390.260.210.230.18
% Yield 0.002.242.122.751.372.222.692.011.951.851.70
Capital Gains ($) 0.000.350.150.130.860.400.140.210.250.050.06
Expense Ratio 0.000.050.050.050.050.050.050.050.050.050.00

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