Morningstar

Principal Equity Income Fund Class C PEUCX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 42.95  /  +0.68 %
  • Total Assets 7.1B
  • Adj. Expense Ratio
    1.630%
  • Expense Ratio 1.630%
  • 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 0.46%
  • Turnover 17%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis PEUCX

Will PEUCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEUCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEUCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PEUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disciplined dividend investing.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Equity Income has a solid, steady approach and a strong team. It earns an Above Average rating for Process and People.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PEUCX

More PEUCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.75 367M
Technology

Microsoft Corp

3.85 297M
Technology

JPMorgan Chase & Co

3.29 254M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.26 251M
Technology

Morgan Stanley

2.97 229M
Financial Services

Costco Wholesale Corp

2.83 219M
Consumer Defensive

Chubb Ltd

2.77 214M
Financial Services

Coca-Cola Co

2.74 212M
Consumer Defensive

D.R. Horton Inc

2.69 208M
Consumer Cyclical

PNC Financial Services Group Inc

2.58 199M
Financial Services

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