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Principal Equity Income Fund Institutional Class (PEIIX)

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39.22 +0.08    +0.20%
26/04 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7B
Principal Equity Income Inst 39.22 +0.08 +0.20%

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 Change10.51%
Prev. Close39.14
Risk Rating
TTM Yield2.07%
ROE20.72%
IssuerPrincipal Funds
Turnover13.30%
ROA7.25%
Inception Date36739
Total Assets7B
Expenses0.52%
Min. InvestmentN/A
Market Cap106.16B
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 1080 1080 1199 1222 1626 2511
Fund Return 8% 8% 19.94% 6.91% 10.21% 9.65%
Place in category 815 815 687 957 687 215
% in Category 64 64 57 84 66 32

Top Equity Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 11.68B 10.97 9.12 12.70
  Principal Large Cap S&P 500 Index I 4.94B 10.52 11.29 12.76
  Principal Preferred Securities Inst 4.21B 3.75 0.54 4.28
  Principal Real Estate Securities In 3.23B -1.80 2.81 7.41
  Principal Large Cap Value III Inst 3.28B 8.72 8.47 9.41

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 67.07B 8.50 10.37 11.08
  Vanguard Equity-Income Adm 51.96B 7.81 9.87 10.27
  Vanguard Windsor II Admiral 48.41B 8.89 9.92 10.76
  American Funds American Mutual A 38.32B 7.08 9.04 9.67
  Vanguard Value Index Adm 36.41B 9.75 10.19 10.44

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Chase & Co - 3.26 - -
Marathon Petroleum Corp - 3.08 - -
Parker Hannifin Corp - 2.98 - -
KKR & Co Inc Ordinary Shares - 2.96 - -
BlackRock Inc - 2.71 - -

Technical Summary

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