3 / 5 Stars
2 3 5 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.40 percent over the past year, 14.13 percent over the past three years, 16.84 percent over the past five years, and 7.37 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.0%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||7.4%|
The investment seeks to provide a relatively high level of current income and long-term growth of income and capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities. It usually invests in equity securities of companies with large market capitalizations. For this Fund, companies with large market capitalizations are those with market capitalizations within the range of companies comprising the Russell 1000 ® Value Index. The fund also invests in real estate investment trusts and securities of foreign issuers.
Fees are Low compared to funds in the same category.
Principal Equity Income Fund has an expense ratio of 1.82 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.