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Principal Equity Income R3 PEIOX

Analyst rating as of
NAV / 1-Day Return
40.79  /  0.84 %
Total Assets
10.6 Bil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Fee Level
Below Average
Longest Manager Tenure
11.42 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.03%
Turnover
17%
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Morningstar’s Analysis

Will PEIOX outperform in future?

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

In good shape following a retirement.

Associate Director

Summary

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Principal Equity Income’s veteran leadership and effective approach should help it carry on after a recent retirement. Its cheapest share class earns a Morningstar Analyst Rating of Silver, most get Bronze, and the pricey C shares get Neutral.

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