Principal Fds, Inc. Equity Income Fd Cl A

Frequently Asked Questions About PQIAX

What does PQIAX invest in?

Typically, the fund allocates a minimum of 80% of its net assets, including any borrowed capital for investment purposes, to dividend-distributing equity securities at the time of acquisition. Its holdings frequently consist of shares from corporations with substantial to moderate market valuations. The fund adheres to a value investing approach, seeking out and purchasing equity securities it believes are trading below their intrinsic worth.

What is the expense ratio of PQIAX?

Principal Fds, Inc. Equity Income Fd Cl A (PQIAX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.

What is PQIAX's dividend yield?

PQIAX's trailing-twelve-month yield is 9.03%, calculated from the sum of dividends over the past year divided by the current price.

How big is PQIAX?

Principal Fds, Inc. Equity Income Fd Cl A (PQIAX) manages $7.86B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is PQIAX actively managed or an index fund?

PQIAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PQIAX launched?

Principal Fds, Inc. Equity Income Fd Cl A (PQIAX) launched in December 1984 and is managed by the fund issuer.