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Principal Fds, Inc. Principal Lifetime 2040 Fd Cl A: (MF: PTDAX)

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

$15.88 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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
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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 2.97 73
3 months 3.29 74
6 months 7.05 66
1 Year 15.02 58
3 Year 14.46 42
5 Year 7.40 46
10 Year 9.98 32

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.22
Bull Market (2/09 - 3/21) 509.19

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.17
5 Year 6.06
10 Year 8.40
Since Inception 6.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.32 7.89 5.08 1.92
2024 6.28 0.38 6.20 -1.86
2023 5.58 4.85 -3.86 10.81
2022 -7.07 -13.73 -5.81 8.01
2021 4.24 6.10 -1.04 5.03

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9715.1811.2017.93-18.4414.9615.6624.49-8.2620.285.05
% Total Return Rel to Index 0.72-3.03-13.82-8.31-0.24-13.71-2.73-6.99-3.86-1.51-6.88
% Total Return Rel to Peer -0.070.671.284.77-5.473.454.977.29-1.766.82-1.22
% Perf Quintile vs Peer* 3.003.000.002.005.002.002.002.004.001.004.00
% Dividends 0.000.360.260.240.150.450.220.250.260.300.16
% Yield 0.001.981.552.141.072.351.251.531.801.781.11
Capital Gains ($) 0.001.220.820.370.941.070.730.810.900.600.46
Expense Ratio 0.000.340.350.380.380.380.380.380.380.380.39

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