Principal Equity Income’s revamped team and stable 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.
- NAV / 1-Day Return 33.42 / 0.63 %
- Total Assets 8.3 Bil
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Adj. Expense Ratio
- Expense Ratio 1.620%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.97%
- Turnover 17%
Morningstar’s Analysis PEUCX
Will PEUCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 63
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 26.0