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Principal Equity Income R3 PEIOX

Analyst rating as of
NAV / 1-Day Return
36.89  /  1.57 %
Total Assets
9.7 Bil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Below Average
Longest Manager Tenure
12.53 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.12%
Turnover
22%

Morningstar’s Fund Analysis PEIOX

Will PEIOX outperform in future?

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

Still on track.

Associate Director

Summary

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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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