Equity Income Fund Quote

PEIIX Fund  USD 39.17  0.20  0.51%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Equity Income is trading at 39.17 as of the 19th of March 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 39.37. Equity Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The investment seeks to provide current income and long-term growth of income and capital. Principal Fds is traded on NASDAQ Exchange in the United States. More on Equity Income Fund

Equity Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Value Funds, Large Value, Principal Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Equity Income Fund [PEIIX] is traded in USA and was established 19th 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 2.56% with the current yeild of 0.02%, while the total return for the last 3 years was 7.82%.
Check Equity Income Probability Of Bankruptcy

Instrument Allocation

Top Equity Income Fund Mutual Fund Constituents

FNFFidelity National FinancialStockFinancials
AAPLApple IncStockInformation Technology
HRLHormel FoodsStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
TSNTyson FoodsStockConsumer Staples
RHHBYRoche Holding LtdOTC StockHealth Care
PHParker HannifinStockIndustrials
PCARPACCAR IncStockIndustrials
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Equity Income Top Holders

PPLIXPrincipal Lifetime 2050Mutual FundTarget-Date 2050
PTDIXPrincipal Lifetime 2040Mutual FundTarget-Date 2040
PTBAXPrincipal Lifetime 2020Mutual FundTarget-Date 2020
PTDJXPrincipal Lifetime 2040Mutual FundTarget-Date 2040
LTRVXPrincipal Lifetime 2045Mutual FundTarget-Date 2045
PLTJXPrincipal Lifetime 2030Mutual FundTarget-Date 2030
PLTZXPrincipal Lifetime 2060Mutual FundTarget-Date 2060+
LTINXPrincipal Lifetime 2015Mutual FundTarget-Date 2015
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Equity Income Risk Profiles

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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