Equity Income Fund Quote
| PQIAX Fund | USD 45.56 0.16 0.35% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Equity Income is trading at 45.56 as of the 2nd of December 2024; that is 0.35% down since the beginning of the trading day. The fund's open price was 45.72. Equity Income has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Equity Income Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2023 and ending today, the 2nd of December 2024. 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
| 0.94 | SABPX | Strategic Asset Mana | PairCorr |
| 0.97 | SACAX | Strategic Asset Mana | PairCorr |
| 0.97 | SAGPX | Strategic Asset Mana | PairCorr |
Moving against Equity Mutual Fund
Equity Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Value Funds, Large Value, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Equity Income Fund [PQIAX] is traded in USA and was established 2nd of December 2024. 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 22.67% with the current yeild of 0.01%, while the total return for the last 3 years was 7.18%.
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
| 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 | |
| MRK | Merck Company | Stock | Health Care |
Equity Income Risk Profiles
| Mean Deviation | 0.5119 | |||
| Semi Deviation | 0.3645 | |||
| Standard Deviation | 0.6584 | |||
| Variance | 0.4335 |
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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