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Principal Fds, Inc. Equity Income Fd Insti: (MF: PEIIX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$41.43 USD

-0.22 (-0.53%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 5.65 57
3 months 4.98 59
6 months 5.65 57
1 Year 13.86 40
3 Year 12.41 57
5 Year 13.09 59
10 Year 10.05 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.27
Bull Market (2/09 - 3/21) 670.60

Load Adjusted Returns as of Jun 30, 2025

1 Year 13.86
5 Year 13.09
10 Year 10.06
Since Inception 8.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.63 4.98 NA NA
2024 8.00 -0.81 9.62 -1.69
2023 0.06 3.96 -3.57 10.75
2022 -3.80 -11.24 -6.38 11.95
2021 7.49 5.70 -2.15 10.01
2020 -25.37 14.46 7.81 15.67

Annual Return

20252024202320222021202020192018201720162015
% Total Return 5.6515.4511.10-10.5122.316.5328.92-5.0421.0215.55-3.88
% Total Return Rel to Index -0.55-9.56-15.147.68-6.36-11.86-2.56-0.65-0.773.62-5.27
% Total Return Rel to Peer -0.60-0.38-4.180.27-2.02-1.673.282.513.614.23-0.66
% Perf Quintile vs Peer* 0.000.004.003.004.003.002.002.002.001.004.00
% Dividends 0.340.720.820.640.590.640.640.740.560.610.63
% Yield 0.801.641.641.711.341.751.762.451.642.082.42
Capital Gains ($) 0.003.720.261.351.610.000.941.431.520.520.00
Expense Ratio 0.000.520.520.520.520.520.520.520.520.520.52

* 1 = Top 20%, 5 = Bottom 20%