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Morningstar

Principal Equity Income Inst PEIIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 36.91  /  0.00
  • Total Assets 9.9 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.78%
  • Turnover 17%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

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.

Still on track.

Associate Director

Summary

| by Tony Thomas

Principal Equity Income’s restocked team and reasonable approach earn its cheapest share class a Morningstar Analyst Rating of Silver; most of the rest get Bronze, but the pricey C shares warrant Neutral.

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