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Principal Equity Income Inst PEIIX

Analyst rating as of

Morningstar’s Analysis

Will PEIIX outperform in future?

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A Longtime Comanager Steps Off 2 Principal Funds; Ratings Unchanged

Associate Director

Analyst Note

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On Jan. 5, 2021, Principal announced that veteran manager Dave Simpson is no longer a named manager on Principal Equity Income and Principal Small-MidCap Dividend Income and will retire during 2021’s first quarter. Both strategies still have the experienced Dan Coleman at the helm, however, and his new comanager on both funds is a familiar face. As such, the funds retain their Morningstar Analyst Ratings.

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