Breaking News

Principal Equity Income Fund Institutional Class (PEIIX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

44.77 +0.05 +0.11%

13/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.63B

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Comment
Technical
- Technical Analysis
Forum

PEIIX Overview

On this page you'll find an in-depth profile of Principal Equity Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of PEIIX among other information.

Contact Information

Address 430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States

Phone 1-800-787-1621

Web www.principalfunds.com

Top Executives

Name	Title	Since	Until
Sarah E. Radecki	Portfolio Manager	2021	Now
Biography	Sarah E. Radecki joined Principal in 1999. Ms. Radecki earned bachelor’s degrees in political science and economics from Saint Mary’s College of California and a master’s degree in economics from the University of California at Santa Barbara. She has earned the right to use the Chartered Financial Analyst designation.
Nedret Vidinli	Associate Portfolio Manager	2017	Now
Biography	Ned Vidinli is an Associate Portfolio Manager and Senior Investment Analyst at Edge Asset Management, an affiliate of Principal Global Investors. He joined EDGE in 2010 and has been in the investment industry since 1996. Mr. Vidinli has worked in a variety of capacities in and around the Financial sector. Previously, he was a Senior Analyst for FSI Group, Inc. providing fundamental research coverage for Financials, an Associate Director for Fitch Ratings, and an Associate National Bank Examiner for the U.S. Department of Treasury – Comptroller of the Currency. He received an M.B.A. from Benedictine University and a bachelor's degree in business administration and finance from Drake University. Mr. Vidinli has earned the right to use the Chartered Financial Analyst designation.
Daniel R. Coleman	Head	2010	Now
Biography	Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors, and serves as a Portfolio Manager. He is responsible for security selection and overseeing the firm’s equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to the Head of Equities in 2005. He has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor's degree in finance from the University of
David W. Simpson	Portfolio Manager	2008	2021
Biography	Dave is a Portfolio Manager at Edge Asset Management, an investment boutique within Principal Global Investors. He has co-managed Edge’s SMID Equity Income strategy since its inception in 2007 . Dave joined Edge in 1993 and has been in the investment industry since 1986. Previously, he was Chief Investment Officer and Managing Director at Summit Capital Management. He received an M.B.A. in finance from the University of Wisconsin and a bachelor’s degree in agricultural sciences from the University of Illinois. Dave has earned the right to use the Chartered Financial Analyst designation.
Joseph T. Suty	Portfolio Manager	2005	2010
Biography	Joe is a principal of the firm and the portfolio manager of large capitalization value stocks. Having joined the company in 1991, he has had a long and illustrious career in the securities industry starting with Morgan Guaranty Trust in 1975 as a securities analyst. Joe moved to Seattle First National Bank as a senior analyst and equity strategist and then to vice president and portfolio manager before joining WCM. He earned the Chartered Financial Analyst designation in 1980. He is a past president of the Seattle Society of Financial Analysts, a national director for the Financial Analysts Federation, a panelist for the Wall Street Transcript, and a member of the National Association of Investment Analysts.
Randall L. Yoakum	CEO	2005	2005
Biography	Randall L. Yoakum, CFA co-founded Strategic Income Management (SiM) in October, 2010, and is primarily responsible for Asset Allocation portfolio management, investment strategy and economic research. He also sets the firm’s direction and is active in the communication of SiM’s investment process, decisions and strategy. Mr. Yoakum has 30+ years of experience in the investment management business, focused primarily on equity and asset allocation markets. Prior to co-founding SiM, Mr. Yoakum was the Chief Investment Strategist and Chairman of the Asset Allocation Team for Edge Asset Management, an affiliate of Principal Global Investors. His investment management experience dates back to 1984. Mr. Yoakum holds the Chartered Financial Analyst designation, is a member of the CFA Society of Seattle, and has a B.B.A. from Pacific Lutheran University and an M.B.A. from Arizona State University.
Richard E. Helm	Senior Vice President	2001	2005
Biography	Richard Helm, CFA, joined Cohen & Steers Capital Management in 2005 and currently serves as a Senior Vice President of the firm and is head of its large cap value portfolio management team. From 2001 to 2005, Mr. Helm was a senior portfolio manager of WM Advisors, Inc. From 1999 to 2001, he was vice president and senior portfolio manager of Northwestern Trust and Investors Advisory Company. Mr. Helm was also employed by Parametric Portfolio Associates and Morgan Stanley Asset Management in the United States, the United Kingdom and Japan. Mr. Helm is a chartered financial analyst. Mr. Helm has an MBA from University of Denver and a BS from University of Colorado.
Management Team	-	2000	2001
Biography	Team Managed
Jeffrey D. Huffman	Portfolio Manager	1995	2000
Biography	Huffman is a portfolio manager with Columbia Management, and has been associated with Columbia Management or its predecessors since April, 2000. Previously, he was vice president and senior portfolio manager with WM Advisors from January 1995 to March 2000. Prior to that, he spent a year as a vice president and trust portfolio manager with First Interstate Bank. Huffman holds the Chartered Financial Analyst designation.
Philip M. Foreman	Vice President	1991	1995
Biography	Foreman has been employed by Edge since January of 2002. Prior to that, he was senior vice present and equity mutual fund manager at Evergreen Asset Management Co. from 1999 until 2002, and vice president and senior portfolio manager at Edge from 1991 until 1999.

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Nigeria's comment guidelines and agree to the terms described.

I Agree

PEIIX Comments

Write your thoughts about Principal Equity Income Fund Institutional Class

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d72-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

NSE 30	3,671.39	+9.39	+0.26%
NSE All Share	97,477.80	+217.05	+0.22%
US 30	43,931.9	-26.3	-0.06%
US 500	5,982.5	-2.9	-0.05%
FTSE 100	8,030.33	+4.56	+0.06%
DAX	19,003.11	-30.53	-0.16%
South Africa Top 40	75,762.67	-368.21	-0.48%

Brent Oil	72.06	-0.22	-0.30%
Crude Oil WTI	68.14	-0.29	-0.42%
Gold	2,568.60	-17.90	-0.69%
Silver	30.277	-0.386	-1.26%
Copper	4.0352	-0.0350	-0.86%
London Cocoa	6,453.00	+0.00	+0.00%
London Wheat	179.25	+0.20	+0.11%

Nigeria 10Y	20.738	0.000	0.00%
Nigeria 2Y	25.243	0.000	0.00%
U.K. 10Y	4.5200	-0.0030	0.00%
Germany 10Y	2.3855	-0.0015	0.00%
U.S. 10Y	4.478	+0.025	+0.56%
U.S. 5Y	4.337	+0.036	+0.83%
U.S. 2Y	4.317	+0.033	+0.78%

Fidelitybk	14.600	-0.200	-1.35%
Zenith Bank	43.00	+1.00	+2.38%
UBA	32.75	+1.10	+3.48%
FBN Holdings	27.35	+0.05	+0.18%
Guaranty Trust Holding	54.20	+0.55	+1.03%
Sterling Bank	4.950	+0.090	+1.85%
Dangote Cement	478.80	0.00	0.00%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal Equity .	44.77	+0.05	+0.11%