Principal Equity Income Inst
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Large Value | | Fund Family: | Principal Funds | | Net Assets: | 1.42B | | Year-to-Date Return: | -17.73% | | Yield: | 2.47% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-00 |
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Joseph Thomas Suty
Lead Manager since
01-Oct-05 | | | Suty is portfolio manager of Edge. Prior to joining Edge in September 2005, he managed personal and foundation portfolios from January 2005 until August 2005. From December 1991 until December 2004, Suty was a portfolio manager of large-cap value stocks at Washington Capital Management, Inc., where he was a principal and director of the firm. Suty holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide a relatively high level of current income and long-term growth of income and capital. The fund invests primarily at least 80% of net assets (plus any borrowings for investment purposes) in dividend-paying common stocks and preferred stocks. It may invest in fixed-income securities of any maturity, including mortgage-backed securities, U.S. government securities, and asset-backed securities. The fund may also invest up to 20% of assets in below-investment-grade fixed-income securities. |
| Last Dividend
(30-Sep-08):
| 0.11 | | Last Cap Gain
(6-Dec-07):
| 2.04 | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 60.52% |
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| Expense | PEIIX | Category
Avg | | Total Expense Ratio: | 0.52%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$167 | $586 | | 5 Yr Expense Projection*: |
$291 | $899 | | 10 Yr Expense Projection*: |
$653 | $1,767 |
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7.87% Nasdaq 
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