PQIAX : Principal Equity Income Fund Class A

PQIAX is a US Stocks Market Large Value with MODERATE fees.

PQIAX

Principal Equity Income Fund Class A

FI Score

58 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

8 /10

Market Size

9 /10

58% FI Score
  • pqiax
  • Mutual Fund
  • US Stocks
  • Large Value

Principal Equity Income Fund Class A

Expenses: 0.91% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

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. It usually invests in equity securities of companies with large and medium market capitalizations. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.

Largest Holdings

Amount Holding
2.99% Digital Realty Trust Inc
2.72% Verizon Communications Inc
2.68% Roche Holding AG ADR
2.65% JPMorgan Chase & Co
2.50% BlackRock Inc
2.43% Costco Wholesale Corp
2.38% Merck & Co Inc
2.31% The Walt Disney Co
2.29% Hormel Foods Corp
2.21% Abbott Laboratories
2.17% BCE Inc
2.12% PNC Financial Services Group Inc
1.96% Deere & Co
1.96% Medtronic PLC
1.89% Alexandria Real Estate Equities Inc
1.86% KKR & Co Inc Ordinary Shares
1.85% Hasbro Inc
1.84% PACCAR Inc
1.79% First Republic Bank
1.78% Tyson Foods Inc Class A
1.73% Chubb Ltd
1.64% Coca-Cola Co
1.63% Pfizer Inc
1.61% Novartis AG ADR
1.58% HCA Healthcare Inc

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