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.
Morningstar’s Fund Analysis PEUCX
Will PEUCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of PEUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.