Focused on selecting high-quality, large-cap dividend growing companies.
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.
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
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.
No information
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.