PEIJX Mutual Fund

PEIJX Mutual Fund (Principal Equity Income Fund Class J) is managed by Principal Funds with $97.2M in net assets. PEIJX expense ratio is 0.74%, holding 59 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2018-10-09.

PEIJX performance shows a YTD return of 12.64%. The 1-year return is 18.83% and the 5-year return is 9.22%. PEIJX dividend yield stands at 8.91%, paid quarterly.

PEIJX top holdings include Apple, Inc (4.7%), Microsoft Corp (3.5%), Taiwan Semiconductor - Adr (3.3%), Jpmorgan Chase & Co (3.3%), Morgan Stanley (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.