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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: 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.

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