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NasdaqGM - Delayed Quote USD

Principal Equity Income Fund (PEUCX)

35.71
-0.06
(-0.17%)
At close: 5:47:33 PM EDT
Loading Chart for PEUCX
  • Previous Close 35.77
  • YTD Return 0.36%
  • Expense Ratio 1.62%
  • Category Large Value
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.35B
  • Beta (5Y Monthly) 0.92
  • Yield 0.63%
  • 5y Average Return --
  • Holdings Turnover 16.30%
  • Last Dividend 0.07
  • Inception Date Mar 1, 2010

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities. The managers define dividend-paying equity securities as securities that produced dividend income within the last rolling 12 months. It usually invests in equity securities of companies with large and medium market capitalizations.

Principal Funds

Fund Family

Large Value

Fund Category

8.35B

Net Assets

2010-03-01

Inception Date

Performance Overview: PEUCX

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Trailing returns as of 4/11/2025. Category is Large Value.

YTD Return

PEUCX
0.36%
Category
4.44%
 

1-Year Return

PEUCX
6.40%
Category
14.37%
 

3-Year Return

PEUCX
5.13%
Category
6.04%
 

5-Year Return

PEUCX
13.82%
Category
9.20%
 

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Holdings: PEUCX

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Sector Weightings

SectorPEUCX
Industrials   14.94%
Healthcare   14.60%
Technology   9.60%
Energy   6.94%
Utilities   4.87%
Real Estate   4.26%

Recent News: PEUCX

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Research Reports: PEUCX

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