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Principal Fds, Inc. Principal Lifetime 2040 Fd Insti Cl: (MF: PTDIX)

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

$16.44 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 3.06 71
3 months 3.37 72
6 months 7.25 64
1 Year 15.46 56
3 Year 14.83 39
5 Year 7.79 42
10 Year 10.37 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -50.85
Bull Market (2/09 - 3/21) 547.34

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.56
5 Year 7.59
10 Year 9.37
Since Inception 7.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.25 7.97 5.15 2.03
2024 6.37 0.49 6.26 -1.79
2023 5.65 4.93 -3.76 10.94
2022 -7.01 -13.70 -5.66 8.11
2021 4.39 6.14 -0.91 5.13

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.0615.5611.5618.37-18.1515.4316.0924.89-7.9620.735.47
% Total Return Rel to Index 0.77-2.65-13.45-7.860.05-13.25-2.30-6.59-3.56-1.06-6.46
% Total Return Rel to Peer -0.021.051.645.21-5.183.925.417.70-1.467.27-0.79
% Perf Quintile vs Peer* 3.003.000.002.004.002.002.001.004.001.004.00
% Dividends 0.000.410.310.300.210.510.280.300.310.350.21
% Yield 0.002.191.792.381.392.601.511.802.142.071.41
Capital Gains ($) 0.001.220.820.370.941.070.730.810.900.600.46
Expense Ratio 0.000.010.010.010.010.010.010.010.010.010.02

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