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Principal Equity Income R1 PIEMX

Analyst rating as of
NAV / 1-Day Return
39.70  /  1.17 %
Total Assets
10.2 Bil
Adj. Expense Ratio
1.390%
Expense Ratio
1.390%
Fee Level
High
Longest Manager Tenure
10.98 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Limited
TTM Yield
0.90%
Turnover
17%
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Morningstar’s Analysis

Will PIEMX 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

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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.

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