Morningstar

Principal Equity Income Fund R-3 Class PEIOX

Medalist Rating as of Apr 27, 2026 See Principal Investment Hub

Will PEIOX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the PEIOX 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 PEIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disciplined dividend investing.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Equity Income has a solid, steady approach and a strong team. It earns an Above Average rating for Process and People.

by Todd Trubey

Rated on Apr 27, 2026 Published on Apr 27, 2026

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