Back to top
more

Principal Fds, Inc. Principal Lifetime 2030 Fd Cl R-5: (MF: PTCPX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 06:04 PM ET

$14.56 USD

+0.03 (0.21%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.75 64
3 months 2.70 66
6 months 7.21 70
1 Year 12.05 66
3 Year 10.62 59
5 Year 6.22 60
10 Year 8.44 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 89.68
Bear Market (10/07 - 2/09) -48.89
Bull Market (2/09 - 3/21) 423.65

Load Adjusted Returns as of Jan 31, 2026

1 Year 12.90
5 Year 5.64
10 Year 7.78
Since Inception 6.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.43 6.11 4.27 1.59
2024 4.52 0.35 5.87 -2.08
2023 4.91 3.43 -3.62 9.77
2022 -6.68 -11.67 -5.40 6.39
2021 3.13 5.40 -0.82 4.38

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.7512.908.7514.81-17.0512.5414.4122.07-7.6818.205.53
% Total Return Rel to Index 0.00-5.31-16.27-11.431.14-16.14-3.99-9.41-3.29-3.59-6.39
% Total Return Rel to Peer 0.00-1.59-1.161.65-4.081.033.724.87-1.184.74-0.73
% Perf Quintile vs Peer* 0.000.000.003.004.003.002.002.004.002.004.00
% Dividends 0.000.380.330.290.210.360.230.270.280.350.19
% Yield NA2.472.282.611.582.071.391.732.082.261.42
Capital Gains ($) 0.000.950.480.240.981.020.720.630.710.470.29
Expense Ratio 0.000.260.260.260.260.260.260.260.260.260.28

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