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Principal Equity Income Fund Class A (PQIAX)

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45.72 +0.17    +0.37%
29/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.36B
Principal Equity Income A 45.72 +0.17 +0.37%

PQIAX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Principal Equity Income A (PQIAX) fund. Our Principal Equity Income A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Condition

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Name  Net %  Long %  Short %
Cash 1.40 1.61 0.21
Shares 98.60 98.60 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.06 15.33
Price to Book 2.76 2.47
Price to Sales 2.30 1.68
Price to Cash Flow 12.37 10.49
Dividend Yield 2.28 2.53
5 Years Earnings Growth 7.79 9.58

Sector Allocation

Name  Net % Category Average
Financial Services 21.97 20.30
Healthcare 15.16 15.47
Industrials 15.00 11.79
Technology 9.77 12.67
Consumer Defensive 7.57 8.60
Energy 6.85 7.87
Consumer Cyclical 5.89 6.68
Utilities 4.98 5.36
Communication Services 4.47 5.39
Basic Materials 4.42 3.74
Real Estate 3.94 3.76

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 64

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Parker-Hannifin US7010941042 3.13 702.90 +0.43%
  Morgan Stanley US6174464486 2.89 131.61 +0.30%
  KKR & Co US48251W1045 2.85 162.87 +1.77%
  JPMorgan US46625H1005 2.83 249.72 -0.03%
  Costco US22160K1051 2.78 971.88 +1.07%
  PNC Financial US6934751057 2.70 214.72 -0.13%
  Chubb CH0044328745 2.56 288.73 -0.55%
  Trane Technologies IE00BK9ZQ967 2.53 416.22 +0.03%
  PACCAR US6937181088 2.43 117.00 +0.71%
  Hilton Worldwide US43300A2033 2.42 253.44 +1.21%

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 15.15B 18.77 5.53 12.65
  Principal Equity Income Inst 7.75B 16.28 6.02 9.73
  Principal Large Cap S&P 500 Index I 6.34B 20.82 8.89 12.81
  Principal Preferred Securities Inst 4.38B 9.49 1.29 4.30
  Principal Real Estate Securities In 3.96B 9.90 -0.07 7.08
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