PEIOX Mutual Fund

PEIOX Mutual Fund (Principal Equity Income Fund Class R-3) is managed by Principal Funds with $29.1M in net assets. PEIOX expense ratio is 1.08%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2010-03-01.

PEIOX performance shows a YTD return of 11.39%. The 1-year return is 21.52% and the 5-year return is 9.07%. PEIOX dividend yield stands at 8.74%, paid quarterly.

PEIOX 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 PEIOX holdings, PEIOX sectors, or PEIOX dividends.

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