PEIIX Mutual Fund

PEIIX Mutual Fund (Principal Equity Income Fund Institutional Class) is managed by Principal Funds with $6.22B in net assets. PEIIX expense ratio is 0.52%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2000-08-01.

PEIIX performance shows a YTD return of 11.74%. The 1-year return is 22.17% and the 5-year return is 9.68%. PEIIX dividend yield stands at 9.20%, paid quarterly.

PEIIX top holdings include Alphabet Inc Common Stock USD 0.001 (4.1%), Jpmorgan Chase (3.4%), Costco Wholesale Corp. (2.9%), Morgan Stanley (2.7%), Dr Horton Inc. (2.6%). Go to all PEIIX holdings, PEIIX sectors, or PEIIX dividends.

PEIIX can be compared against other funds. Use PEIIX overlap to find shared positions, or PEIIX vs another fund for a side-by-side view. PEIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.