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Large value

Equity Income

Focused on selecting high-quality, large-cap dividend growing companies.

Strategy differentiators

Growers, not just payers—dividend growers and payers have historically had higher returns with less risk than non-dividend paying stocks.

Sector neutral approach—helps mitigate risk and relies on stock selection, not sector bets, to drive excess returns.

Powered by great companies—a quality first mentality removes subpar operators, helping to avoid value traps.

Equity Income strategy facts

Manager

Principal Equities

Inception

1 August 2000

Index

Russell 1000 Value Index

Targeted number of holdings

50-80

Expected turnover

15-25%

Investment vehicles

CIT, IMA, SMA, Model-only, U.S. Mutual Fund

Portfolio management
Principal Equities

We believe bottom-up stock selection is the most reliable and repeatable source of consistent performance. Through focused fundamental research and disciplined risk management, we strive to take advantage of persistent behavioral biases and impediments to capital flows, which often create market inefficiencies and opportunities.

Dan Coleman
Daniel R. Coleman
Portfolio Manager
47 years of experience
Sarah Radecki
Sarah E. Radecki, CFA
Portfolio Manager
30 years of experience
Ned_Vidinli.jpg
Nedret E. Vidinli, CFA
Portfolio Manager
30 years of experience

No information

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Past performance does not guarantee future results.

Equity markets are subject to many factors, including economic conditions, government regulations, market sentiment, local and international political events, and environmental and technological issues that may impact return and volatility. Dividends are not guaranteed.

Investment guidelines are subject to change.

Not all investment options are available in all jurisdictions. Certain vehicles have not been registered with the United States Securities and Exchange Commission under the United States Securities Act of 1933 and may not be directly or indirectly offered or sold in the United States or to any United States person.

Russell 1000® Value Index is a market-capitalization weighted index of those firms in the Russell 1000 with lower price-to-book ratios and lower forecasted growth values.

Principal Equities is an investment team within Principal Global Investors.