PEIQX Mutual Fund
PEIQX Mutual Fund
PEIQX Mutual Fund
Principal Equity Income Fund Class R-5
PEIQX Mutual Fund Overview
PEIQX Mutual Fund (Principal Equity Income Fund Class R-5) is managed by Principal Funds with $97.7M in net assets. PEIQX expense ratio is 0.77%, holding 64 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2010-03-01.
PEIQX performance shows a YTD return of 11.59%. The 1-year return is 21.87% and the 5-year return is 9.41%. PEIQX dividend yield stands at 8.95%, paid quarterly.
PEIQX top holdings include Alphabet Inc.Class A (4.6%), Taiwan Semiconductor - Adr (3.1%), Costco Wholesale Corp. (3.0%), Jpmorgan Chase & Co (3.0%), Morgan Stanley (2.8%). Go to all PEIQX holdings, PEIQX sectors, or PEIQX dividends.
PEIQX can be compared against other funds. Use PEIQX overlap to find shared positions, or PEIQX vs another fund for a side-by-side view. PEIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.