PEIIX Mutual Fund

PEIIX Mutual Fund (Principal Equity Income Fund Institutional Class) is managed by Principal Funds with $6.04B in net assets. PEIIX expense ratio is 0.52%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 9.11%, paid quarterly.

PEIIX top holdings include Apple, Inc (4.4%), Taiwan Semiconductor Manufacturing Co Ltd (4.0%), Jpmorgan Chase & Co (3.0%), Morgan Stanley (2.9%), Microsoft Corp (2.9%). 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.