Equity Income Fund Quote

PQIAX Fund  USD 41.72  0.56  1.36%   

Performance

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Odds Of Distress

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Low
Equity Income is trading at 41.72 as of the 23rd of July 2025; that is 1.36% up since the beginning of the trading day. The fund's open price was 41.16. Equity Income has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. Principal Fds is traded on NASDAQ Exchange in the United States. More on Equity Income Fund

Moving together with Equity Mutual Fund

  0.99VVIAX Vanguard Value IndexPairCorr
  0.98AFMFX American MutualPairCorr
  0.98FFMMX American Funds AmericanPairCorr
  0.98FFFMX American Funds AmericanPairCorr
  0.98AMRMX American MutualPairCorr

Equity Mutual Fund Highlights

Fund ConcentrationLarge Value, Principal Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Equity Income Fund [PQIAX] is traded in USA and was established 23rd of July 2025. The fund is listed under Large Value category and is part of Principal Funds family. This fund at this time has accumulated 8.86 B in assets with no minimum investment requirementsEquity Income is currently producing year-to-date (YTD) return of 6.44% with the current yeild of 0.01%, while the total return for the last 3 years was 12.38%.
Check Equity Income Probability Of Bankruptcy

Instrument Allocation

Top Equity Income Fund Mutual Fund Constituents

AAPLApple IncStockInformation Technology
HRLHormel FoodsStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
TSNTyson FoodsStockConsumer Staples
RHHBYRoche Holding LtdOTC StockHealth Care
PHParker HannifinStockIndustrials
PCARPACCAR IncStockIndustrials
MRKMerck CompanyStockHealth Care
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Equity Income Risk Profiles

Equity Income Against Markets

Other Information on Investing in Equity Mutual Fund

Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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