Principal Equity Income Fund R-5 Class (PEIQX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.85% | 4.16% | -0.32% |
Year-to-Date | 2.82% | 2.69% | 0.13% |
1 Year | 10.47% | 0.00% | 10.47% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
34%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.77%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$979
Real cost (fees + lost compounding)
$1,212
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-4.93%