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Principal Equity Income Inst

PEIIX
26.10
+0.13
+0.50%
5/2/2016
5 Years
  • Previous Close

    25.97

  • Net Assets

    3.98B

  • Yield

    2.41%

  • Front load

    None

  • Expenses

    0.52%

  • Category

    Large Value

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Principal Funds

Fund Style

Open

Fund Manager

David Simpson

Investment Style

Large Value

The investment seeks to provide current income and long-term growth of income and capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. The fund usually invests in equity securities of companies with large market capitalizations. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

8/1/2000

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