PQIAX Rating, Research - Principal Equity Income A

Principal Equity Income A (pqiax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 62

Threats + Weaknesses = 49

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pqiax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Principal Equity Income A (PQIAX) Description: PQIAX is a mutual fund, which is an investment that owns a basket of assets. The PQIAX mutual fund was provided by Principle and this investment vehicle derives the majority of its value from equity holdings (stocks). Principles mutual fund has a medium management tenure and is in the large fund size classification. PQIAXs minimum initial investment amount is $1000 while the IRA minimum is $0. PQIAXs expense ratio is roughly 1%. The latest PQIAXs front end load was 6% and the back end load was 0%. The Principal Equity Income A (PQIAX) mutual fund falls under the large-cap value category. PQIAX focuses its investments in USA and PQIAX is not affiliated with a particular industry or fund sector. The Principal Equity Income A (PQIAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PQIAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PQIAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital; current income is secondary. The fund normally invests at least 80% of assets in a diversified portfolio consisting primarily of equity securities (see equity research), such as common stocks (see stock research), of issuers with a market capitalization of $1 billion or greater and identified by the Advisers having value characteristics. It may also invest up to 20% of total assets in non U.S. dollar-denominated securities and up to 15% of net assets in illiquid securities. The fund may participate as a purchaser in initial public offerings of securities.

Management Analysis Update

Principal Equity Income A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update