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Principal Fds, Inc. Principal Lifetime 2050 Fd Cl R-5: (MF: PTEFX)

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

$17.65 USD

-0.02 (-0.11%)

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 3.22 66
3 months 3.64 66
6 months 7.81 57
1 Year 17.17 46
3 Year 16.37 28
5 Year 8.67 33
10 Year 11.05 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 102.83
Bear Market (10/07 - 2/09) -52.40
Bull Market (2/09 - 3/21) 585.16

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.21
5 Year 8.52
10 Year 9.95
Since Inception 7.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.83 9.34 5.75 2.22
2024 7.62 0.41 6.41 -1.76
2023 6.03 5.75 -4.01 11.60
2022 -7.32 -14.87 -6.07 9.21
2021 5.01 6.54 -1.09 5.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2217.2112.9820.11-19.0716.9116.2726.32-8.8621.755.33
% Total Return Rel to Index 1.11-1.00-12.03-6.12-0.87-11.76-2.12-5.16-4.47-0.04-6.60
% Total Return Rel to Peer 0.312.703.066.96-6.105.415.599.12-2.368.29-0.94
% Perf Quintile vs Peer* 2.002.000.001.005.002.002.001.005.001.004.00
% Dividends 0.000.340.230.220.140.510.230.250.260.300.15
% Yield 0.001.711.291.920.912.541.301.491.831.841.07
Capital Gains ($) 0.001.410.840.431.120.940.620.820.840.460.45
Expense Ratio 0.000.260.260.260.260.260.260.260.260.260.28

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