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NasdaqGM - Delayed Quote USD

Principal Equity Income Fund (PEUCX)

35.71
-0.06
(-0.17%)
At close: 8:04:24 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • RBC Wealth Management-Advisory Eligible
  • Raymond James
  • Raymond James WRAP Eligible
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)

Fund Summary

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.

Fund Overview

Category Large Value
Fund Family Principal Funds
Net Assets 8.35B
YTD Return 0.36%
Yield 0.63%
Morningstar Rating
Inception Date Mar 01, 2010

Performance & Risk

YTD Return -5.74%
5y Average Return 10.48%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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