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Morningstar

Principal Equity Income Inst PEIIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PEIIX

Will PEIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEIIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PEIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Built for the long haul.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Equity Income’s approach has been in place for a long time, and its crew looks ready for the future. It earns Above Average marks for Process and People.

by Todd Trubey
Rated on Published on

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