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Principal Funds, Inc. - Principal Lifetime Hybrid 2020 Fund: (MF: PLTTX)

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

$12.40 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

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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 2.65 79
3 months 2.95 79
6 months 6.51 73
1 Year 12.26 74
3 Year 11.00 69
5 Year 5.55 69
10 Year 7.50 60

* 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 12.14
5 Year 5.14
10 Year 6.91
Since Inception 6.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.59 4.98 4.26 1.83
2024 3.83 0.94 5.19 -1.64
2023 4.54 2.40 -2.98 8.00
2022 -5.10 -9.78 -4.52 4.80
2021 2.24 4.00 -0.45 3.88

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.6512.148.4412.18-14.349.9712.6917.23-5.3913.537.01
% Total Return Rel to Index 0.00-6.07-16.57-14.063.86-18.70-5.70-14.25-1.00-8.26-4.92
% Total Return Rel to Peer -0.79-2.36-1.47-0.97-1.37-1.532.010.031.100.070.74
% Perf Quintile vs Peer* 4.004.000.004.002.004.003.004.002.003.003.00
% Dividends 0.000.400.350.330.220.310.480.270.180.230.18
% Yield 0.003.002.843.311.992.203.642.241.711.991.72
Capital Gains ($) 0.000.360.040.050.500.460.110.090.160.040.02
Expense Ratio 0.000.020.020.020.020.020.020.020.020.000.00

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