| 22.33 Net Asset Value | -0.04% 1 Day | +14.40% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | 5.5 Sales Expenses | 0.96% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +2.81% | 3 years | +17.34% | |
| 3 months | +8.00% | 5 years | +6.01% | |
| 1 year | +26.48% | Since inception | +8.73% |
| PQIAX | Category | |
|---|---|---|
| Performance 5-yr return | +6.01% | +4.49% |
| Expense ratio | 0.96% | 1.20% |
| Risk 5 year sharpe ratio | 0.38 | 0.29 |
| Net assets | $5.0B | $2.1B |
| Average market cap | $42.7B | $55.9B |
| Average P/E | 15.0 | 14.7 |
| Portfolio turnover | 24% | 24% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Principal Funds |
| Fund manager & tenure | David Simpson / 5 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 25.91% |
| Healthcare | 14.82% |
| Energy | 12.17% |
| Industrial materials | 10.85% |
| Consumer service | 9.70% |
| MAT Mattel, Inc. | 2.28% |
| DLR Digital Realty Trust, Inc. | 2.08% |
| ACE ACE Ltd | 2.02% |
| BLK BlackRock Inc | 2.02% |
| MRK Merck & Co Inc | 1.98% |
| PFE Pfizer Inc | 1.94% |
| JPM JPMorgan Chase & Co | 1.93% |
| MET MetLife Inc | 1.89% |
| RDSB Royal Dutch Shell PLC ADR Class B | 1.86% |
| MSFT Microsoft Corporation | 1.76% |
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