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Investment Type: pif

Equity Income R5 Fund (PEIQX)







Quick Facts


PEIQX
03/01/2010

05/31/1939
Large Value
$8,700.86

Investment Strategy

   What's this?
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.




Morningstar Style Box™

  as of 05/31/2025
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 06/30/2025
   What's this?

Out of 1088 Large Value Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Month-End | Quarter-End
Average Annual Total Returns as of 06/30/2025
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 3.73 4.93 5.51 13.60 12.14 12.82 9.79 8.93
Russell 1000 Value Index % 3.42 3.79 6.00 13.70 12.76 13.93 9.19 ---
Large Value Category % 3.66 4.05 5.53 12.27 12.73 14.03 9.37 ---
Morningstar Percentile Rankings** --- --- --- 38 62 73 38 ---
# of Funds in Category 1173 1162 1159 1140 1088 1023 821 ---
03/01/201005/31/1939
**Morningstar percentile rankings are based on total returns.


Expenses

  as of 06/30/2025
Total Investment Expense - Gross: 0.77%
Total Investment Expense - Net: 0.77%
Total Investment Expense Gross Per $1,000 Invested: $7.70



Inv Manager or Sub-Advisor

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Principal Global Investors



Portfolio Managers

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Daniel R. Coleman
Since 05/19/2010
M.B.A. , New York University

Nedret Vidinli , CFA
Since 03/01/2017
M.B.A. , Benedictine University

Sarah E. Radecki , CFA
Since 01/05/2021
M.A. , University of California-Santa Barbara