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Principal Equity Income R5 PEIQX

Analyst rating as of
NAV / 1-Day Return
33.36  /  2.80 %
Total Assets
8.6 Bil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
High
Longest Manager Tenure
12.38 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.55%
Turnover
22%

Morningstar’s Fund Analysis PEIQX

Will PEIQX 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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