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Principal Fds, Inc. Equity Income Fund Class R-4: (MF: PEIPX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$42.87 USD

-0.07 (-0.16%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 15.56 45
3 months 8.03 11
6 months 12.07 13
1 Year 23.31 39
3 Year 5.87 68
5 Year 10.12 72
10 Year 9.34 48

* Annual for three years and beyond.

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

Load Adjusted Returns as of Aug 31, 2024

1 Year 13.98
5 Year 8.46
10 Year 8.60
Since Inception 10.32

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 7.90 -0.92 NA NA
2023 -0.02 3.87 -3.64 10.65
2022 -3.91 -11.31 -6.46 11.84
2021 7.36 5.63 -2.25 9.93
2020 -25.44 14.37 7.70 15.59
2019 10.91 5.32 3.58 6.14

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.5610.72-10.8621.866.1628.45-5.3820.5315.12-4.2112.23
% Total Return Rel to Index -3.98-15.527.34-6.81-12.24-3.03-0.99-1.253.18-5.60-1.41
% Total Return Rel to Peer 0.74-4.56-0.07-2.47-2.042.812.173.123.80-0.993.33
% Perf Quintile vs Peer* 0.004.003.004.003.002.002.002.002.004.002.00
% Dividends 0.320.690.500.450.530.520.620.440.510.530.46
% Yield 0.741.761.371.021.461.442.081.311.762.071.70
Capital Gains ($) 0.000.261.351.610.000.941.431.520.520.000.00
Expense Ratio 0.890.890.890.880.890.890.890.890.890.890.89

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