PEIJX Mutual Fund

PEIJX Mutual Fund (Principal Equity Income Fund Class J) is managed by Principal Funds with $99.4M in net assets. PEIJX expense ratio is 0.74%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 8.91%, paid quarterly.

PEIJX 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 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.