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Principal Fds, Inc. Principal Lifetime 2050 Fd Cl A: (MF: PPEAX)

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

$17.89 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 3.23 66
3 months 3.60 67
6 months 7.77 57
1 Year 17.08 47
3 Year 16.24 29
5 Year 8.54 34
10 Year 10.92 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.26
Bull Market (2/09 - 3/21) 577.49

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.02
5 Year 7.24
10 Year 9.24
Since Inception 7.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.82 9.28 5.73 2.20
2024 7.60 0.40 6.34 -1.79
2023 5.96 5.76 -4.03 11.50
2022 -7.35 -14.84 -6.14 9.22
2021 5.02 6.48 -1.13 5.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2317.1212.8419.91-19.1316.7616.1326.21-9.0421.685.19
% Total Return Rel to Index 1.12-1.09-12.17-6.33-0.92-11.91-2.26-5.27-4.64-0.11-6.74
% Total Return Rel to Peer 0.332.622.926.75-6.165.255.449.02-2.548.22-1.07
% Perf Quintile vs Peer* 2.002.000.001.005.002.002.001.005.001.004.00
% Dividends 0.000.320.200.210.120.490.220.230.240.290.15
% Yield 0.001.561.091.760.782.371.171.371.641.691.03
Capital Gains ($) 0.001.410.840.431.120.940.620.820.840.460.45
Expense Ratio 0.000.380.380.380.380.380.380.380.380.380.39

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