Equity Income Fund Quote
| PEIIX Fund | USD 40.88 0.52 1.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
Equity Income is trading at 40.88 as of the 2nd of March 2025; that is 1.29 percent up since the beginning of the trading day. The fund's open price was 40.36. Equity Income has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 2nd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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. More on Equity Income Fund
Moving together with Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Value Funds, Large Value, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Equity Income Fund [PEIIX] is traded in USA and was established 2nd of March 2025. Equity Income is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Principal Funds family. This fund at this time has accumulated 8.86 B in assets with no minimum investment requirementsEquity Income is currently producing year-to-date (YTD) return of 4.23% with the current yeild of 0.02%, while the total return for the last 3 years was 8.28%.
Check Equity Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Equity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Equity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Equity Income Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Equity Income Fund Mutual Fund Constituents
| FNF | Fidelity National Financial | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| HRL | Hormel Foods | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| PH | Parker Hannifin | Stock | Industrials | |
| PCAR | PACCAR Inc | Stock | Industrials |
Equity Income Top Holders
| PPLIX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| PTDIX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| PLTZX | Principal Lifetime 2060 | Mutual Fund | Target-Date 2060+ | |
| LTINX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 | |
| PCGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
Equity Income Risk Profiles
| Mean Deviation | 0.6645 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 | |||
| Risk Adjusted Performance | (0.07) |
Equity Income Against Markets
Other Information on Investing in Equity Mutual Fund
Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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