PQIAX – Principal Equity Income A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income and long-term growth of income and capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities. The managers define dividend-paying equity securities as securities that produced dividend income within the last rolling 12 months. It usually invests in equity securities of companies with large and medium market capitalizations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PEIIX	Principal Equity Income Fund Institutional Class	Institutional	Open			Aug 1, 2000	$5.54B	0.520%	Below Average	$0	−$2.59B
PQIAX	Principal Equity Income Fund Class A	Front Load	Open			May 31, 1939	$1.31B	0.850%	Below Average	$1,000	−$122.26M
PEUCX	Principal Equity Income Fund Class C	Level Load	Open			Mar 1, 2002	$61.03M	1.630%	Below Average	$1,000	−$14.20M
PEIQX	Principal Equity Income Fund R-5 Class	Retirement, Large	Open			Mar 1, 2010	$94.04M	0.770%	High	$0	−$95.57M
PEIOX	Principal Equity Income Fund R-3 Class	Retirement, Medium	Open			Mar 1, 2010	$27.70M	1.080%	Below Average	$0	−$4.82M
PEIJX	Principal Equity Income Fund Class J	Retirement, Medium	Open			Oct 9, 2018	$97.15M	0.740%	Low	$1,000	−$7.63M

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