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Principal Fds, Inc. Principal Lifetime 2040 Fd Cl R-3: (MF: PTDMX)

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

$16.04 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 2.94 73
3 months 3.19 75
6 months 6.91 69
1 Year 14.74 59
3 Year 14.19 44
5 Year 7.17 48
10 Year 9.76 34

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 95.11
Bear Market (10/07 - 2/09) -51.25
Bull Market (2/09 - 3/21) 488.54

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.97
5 Year 6.98
10 Year 8.76
Since Inception 6.57

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.32 7.82 4.97 1.89
2024 6.29 0.31 6.08 -1.96
2023 5.45 4.81 -3.90 10.76
2022 -7.12 -13.81 -5.84 8.03
2021 4.21 6.00 -1.08 5.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9414.9710.9017.64-18.5714.7415.4224.28-8.4519.994.88
% Total Return Rel to Index 0.76-3.24-14.12-8.60-0.37-13.93-2.97-7.20-4.06-1.80-7.05
% Total Return Rel to Peer -0.030.460.984.48-5.603.234.747.08-1.956.53-1.39
% Perf Quintile vs Peer* 3.003.000.002.005.002.002.002.004.001.004.00
% Dividends 0.000.320.230.220.120.420.200.220.220.260.13
% Yield 0.001.771.401.920.872.181.121.331.571.610.93
Capital Gains ($) 0.001.220.820.370.941.070.730.810.900.600.46
Expense Ratio 0.000.570.570.570.570.570.570.570.570.570.59

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