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Principal Equity Income Fund Institutional Class (PEIIX)

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39.26 +0.45    +1.16%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7.14B
Principal Equity Income Inst 39.26 +0.45 +1.16%

PEIIX Overview

 
Find basic information about the Principal Equity Income Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PEIIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.64%
Prev. Close38.81
Risk Rating
TTM Yield1.66%
ROE21.48%
IssuerPrincipal Funds
Turnover11.50%
ROA7.62%
Inception Date36739
Total Assets7.14B
Expenses0.52%
Min. InvestmentN/A
Market Cap120.43B
CategoryLarge Value
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Principal Equity Income Fund Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1235 1066 1312 1296 1644 2626
Fund Return 23.54% 6.63% 31.2% 9.01% 10.45% 10.14%
Place in category 363 401 243 848 692 183
% in Category 30 32 21 77 68 27

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 14.21B 29.43 9.74 13.27
  Principal Large Cap S&P 500 Index I 6.21B 27.90 11.24 13.15
  Principal Preferred Securities Inst 4.28B 10.06 1.81 4.26
  Principal Real Estate Securities In 3.63B 13.46 1.49 7.20
  Principal Large Cap Value III Inst 3.56B 21.83 10.55 9.72

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 70.82B 22.10 11.98 11.55
  Vanguard Equity-Income Adm 55.74B 20.82 11.53 10.54
  Vanguard Windsor II Admiral 51B 19.09 9.58 10.82
  American Funds American Mutual A 40.53B 20.22 10.11 9.79
  Vanguard Value Index Adm 39.97B 23.79 12.28 10.75

Top Holdings

Name ISIN Weight % Last Change %
  Parker-Hannifin US7010941042 3.13 646.13 -0.17%
  Morgan Stanley US6174464486 2.89 124.16 +0.58%
  KKR & Co US48251W1045 2.85 148.74 +0.79%
  JPMorgan US46625H1005 2.83 237.41 -0.08%
  Costco US22160K1051 2.78 943.01 -1.16%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Sell Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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