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Adept Stock-Picking Boosts This Large-Value Fund

Bronze-rated Principal Equity Income relies on patient execution of a simple but effective process.

Tony Thomas
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Tony Thomas: Principal Equity Income earns a Bronze rating for its capable management team, straightforward process, and attractive risk/reward profile.

Managers Dan Coleman and Dave Simpson, of Seattle-based Edge Asset Management, are veteran investors with a pragmatic approach to their team. Both managers brought this fund back to its roots in large-cap dividend payers, and they've taken sensible steps to ensure continuity here, recently naming an associate portfolio manager and fleshing out their research team.

Tony Thomas does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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