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Principal Fds, Inc. Principal Lifetime 2040 Fd Cl R-5: (MF: PTDPX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 06:02 PM ET

$16.36 USD

+0.07 (0.43%)

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 2.96 73
3 months 3.25 74
6 months 7.05 67
1 Year 15.11 58
3 Year 14.52 42
5 Year 7.50 45
10 Year 10.09 31

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 96.99
Bear Market (10/07 - 2/09) -51.04
Bull Market (2/09 - 3/21) 520.08

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.27
5 Year 7.31
10 Year 9.09
Since Inception 6.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.31 7.91 5.08 1.97
2024 6.34 0.37 6.19 -1.82
2023 5.61 4.82 -3.85 10.90
2022 -7.05 -13.72 -5.77 8.05
2021 4.29 6.11 -1.02 5.08

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9615.2711.2918.05-18.3415.1115.7624.61-8.1720.435.20
% Total Return Rel to Index 0.79-2.94-13.73-8.19-0.14-13.57-2.63-6.87-3.78-1.35-6.73
% Total Return Rel to Peer -0.010.771.374.89-5.383.605.087.41-1.676.97-1.07
% Perf Quintile vs Peer* 3.003.000.002.005.002.002.002.004.001.004.00
% Dividends 0.000.370.280.260.170.470.240.260.280.310.17
% Yield 0.002.021.662.191.182.441.331.611.931.891.18
Capital Gains ($) 0.001.220.820.370.941.070.730.810.900.600.46
Expense Ratio 0.000.260.260.260.260.260.260.260.260.260.28

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