PEUCX – Fund Analysis – Principal Equity Income C | Morningstar

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Will PEUCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEUCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PEUCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of PEUCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Built for the long haul.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Principal Equity Income’s approach has been in place for a long time, and its crew looks ready for the future. It earns Above Average marks for Process and People.

by Todd Trubey

Rated on Mar 21, 2024 Published on Mar 21, 2024

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