PEIJX Mutual Fund

PEIJX Mutual Fund (Principal Equity Income Fund Class J) is managed by Principal Funds with $99.0M in net assets. PEIJX expense ratio is 0.74%, holding 60 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2018-10-09.

PEIJX performance shows a YTD return of 13.26%. The 1-year return is 18.45% and the 5-year return is 10.64%. PEIJX dividend yield stands at 1.26%, paid quarterly.

PEIJX top holdings include Apple Inc (5.3%), Microsoft Corp (4.2%), Taiwan Semiconductor Manufacturing Co Ltd (3.8%), Jpmorgan Chase & Co (3.2%), Costco Wholesale Corp. (2.8%). 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.