PEIJX Mutual Fund

PEIJX Mutual Fund (Principal Equity Income Fund Class J) is managed by Principal Funds with $100.8M in net assets. PEIJX expense ratio is 0.74%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-10-09.

PEIJX performance shows a YTD return of 11.59%. The 1-year return is 21.92% and the 5-year return is 9.42%. PEIJX dividend yield stands at 9.00%, paid quarterly.

PEIJX 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 PEIJX holdings, PEIJX sectors, or PEIJX dividends.

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