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Principal Fds, Inc. Principal Lifetime 2040 Fd J Cl: (MF: PTDJX)

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

$16.19 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 2.98 73
3 months 3.32 73
6 months 7.13 65
1 Year 15.18 57
3 Year 14.63 41
5 Year 7.59 45
10 Year 10.17 30

* 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) 503.35

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.26
5 Year 7.40
10 Year 9.18
Since Inception 6.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.25 7.95 5.11 1.97
2024 6.39 0.43 6.23 -1.85
2023 5.65 4.85 -3.80 10.84
2022 -7.03 -13.73 -5.73 8.09
2021 4.25 6.15 -0.97 5.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9815.4111.4118.11-18.2815.1515.9424.67-8.0720.475.23
% Total Return Rel to Index 0.74-2.80-13.60-8.13-0.08-13.52-2.45-6.81-3.67-1.32-6.70
% Total Return Rel to Peer -0.050.911.494.95-5.313.645.257.47-1.577.01-1.04
% Perf Quintile vs Peer* 3.003.000.002.004.002.002.001.004.001.004.00
% Dividends 0.000.380.290.270.180.480.250.280.290.330.18
% Yield 0.002.071.672.251.232.471.391.661.971.941.24
Capital Gains ($) 0.001.220.820.370.941.070.730.810.900.600.46
Expense Ratio 0.000.180.170.180.180.180.180.200.190.190.24

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