Back to top
Principal Fds, Inc. Equity Income Fd Cl C: (MF: PEUCX)
(NASDAQ Mutual Funds) As of Nov 14, 2025 06:01 PM ET
$41.73 USD
-0.11 (-0.26%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.39 | 69 |
| 3 months | 4.24 | 58 |
| 6 months | 13.49 | 57 |
| 1 Year | 9.40 | 71 |
| 3 Year | 12.45 | 64 |
| 5 Year | 11.47 | 76 |
| 10 Year | 9.55 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.10 |
| Bull Market (2/09 - 3/21) | 577.21 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 7.64 |
| 5 Year | 11.43 |
| 10 Year | 10.37 |
| Since Inception | 7.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.35 | 4.70 | 5.52 | NA |
| 2024 | 7.53 | -1.09 | 9.31 | -1.93 |
| 2023 | -0.20 | 3.67 | -3.84 | 10.63 |
| 2022 | -4.06 | -11.49 | -6.63 | 11.62 |
| 2021 | 7.16 | 5.43 | -2.43 | 9.71 |
| 2020 | -25.59 | 14.19 | 7.48 | 15.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.39 | 14.00 | 10.05 | -11.50 | 20.94 | 5.39 | 27.43 | -6.06 | 19.67 | 14.28 | -4.99 |
| % Total Return Rel to Index | -6.81 | -11.01 | -16.19 | 6.70 | -7.73 | -13.00 | -4.05 | -1.67 | -2.12 | 2.34 | -6.38 |
| % Total Return Rel to Peer | -2.13 | -1.83 | -5.23 | -0.71 | -3.39 | -2.81 | 1.79 | 1.49 | 2.26 | 2.95 | -1.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 | 4.00 |
| % Dividends | 0.23 | 0.28 | 0.43 | 0.24 | 0.16 | 0.30 | 0.28 | 0.40 | 0.23 | 0.32 | 0.34 |
| % Yield | 0.54 | 0.66 | 0.67 | 0.66 | 0.38 | 0.83 | 0.79 | 1.35 | 0.69 | 1.09 | 1.31 |
| Capital Gains ($) | 0.00 | 3.72 | 0.26 | 1.35 | 1.61 | 0.00 | 0.94 | 1.43 | 1.52 | 0.52 | 0.00 |
| Expense Ratio | 1.64 | 1.62 | 1.65 | 1.62 | 1.61 | 1.63 | 1.65 | 1.62 | 1.63 | 1.65 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%