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Principal Fds, Inc. Principal Lifetime 2050 Fd Cl R-3: (MF: PTERX)

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

$17.38 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 67
3 months 3.56 68
6 months 7.67 58
1 Year 16.84 48
3 Year 15.99 31
5 Year 8.34 36
10 Year 10.71 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.44
Bear Market (10/07 - 2/09) -52.22
Bull Market (2/09 - 3/21) 561.14

Load Adjusted Returns as of Feb 28, 2026

1 Year 16.80
5 Year 8.17
10 Year 9.61
Since Inception 6.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.90 9.22 5.67 2.12
2024 7.59 0.35 6.26 -1.80
2023 5.87 5.76 -4.13 11.47
2022 -7.39 -14.92 -6.14 9.13
2021 4.94 6.50 -1.21 5.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.2216.8012.6819.66-19.3116.5715.8626.03-9.1821.415.01
% Total Return Rel to Index 1.14-1.41-12.34-6.58-1.10-12.10-2.54-5.46-4.78-0.37-6.92
% Total Return Rel to Peer 0.352.302.766.50-6.345.075.178.83-2.687.95-1.26
% Perf Quintile vs Peer* 2.002.000.001.005.002.002.001.005.001.004.00
% Dividends 0.000.280.180.180.090.450.190.200.210.260.12
% Yield 0.001.461.011.630.612.291.071.231.501.580.90
Capital Gains ($) 0.001.410.840.431.120.940.620.820.840.460.45
Expense Ratio 0.000.570.570.570.570.570.570.570.570.570.59

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