Principal Equity Income R4 (PEIPX)
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Principal Equity Income R4
Des Moines, IA 50392
711 High Street
Principal Financial Group
(800) 986-3343
Management Information
Daniel R. Coleman,Lead Manager since May 18, 2010
Dan is the Chief Investment Officer at Edge Asset Management, an investment boutique within Principal Global Investors, and serves as a Portfolio Manager. He is responsible for security selection and overseeing the firm’s equity strategies. Dan joined Edge as a Portfolio Manager in 2001 and was promoted to the Head of Equities in 2005. He has been in the investment industry since 1979. Previously, he was Vice President and Senior Business Manager for Info Space, Inc./Go2Net, Inc. His background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. Dan received an MBA from New York University and a bachelor's degree in finance from the University of
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Value
Fund FamilyPrincipal Funds
Net Assets8.46B
YTD Return3.54%
Yield1.81%
Morningstar Rating★★★
Inception DateJul 31, 2000
Fund Operations
Last Dividend0.17
Last Cap Gain39.00
Holdings Turnover13.30%
Average for CategoryN/A
Fees & Expenses
ExpensePEIPXCategory Average
Annual Report Expense Ratio (net)0.52%0.94%
Prospectus Net Expense Ratio0.52%N/A
Prospectus Gross Expense Ratio0.54%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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