Skip to Content

Principal Equity Income R5 PEIQX

Analyst rating as of
NAV / 1-Day Return
40.55  /  0.82 %
Total Assets
10.4 Bil
Adj. Expense Ratio
0.770%
Expense Ratio
0.770%
Fee Level
High
Longest Manager Tenure
10.97 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.39%
Turnover
17%
Premium

Morningstar’s Analysis

Will PEIQX 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

| |

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.

Unlock our full analysis with Morningstar Premium