PEIOX Mutual Fund

PEIOX Mutual Fund (Principal Equity Income Fund Class R-3) is managed by Principal Funds with $28.6M in net assets. PEIOX expense ratio is 1.08%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 8.66%, paid quarterly.

PEIOX 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 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.