PEIQX Mutual Fund

PEIQX Mutual Fund (Principal Equity Income Fund Class R-5) is managed by Principal Funds with $96.9M in net assets. PEIQX expense ratio is 0.77%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 8.86%, paid quarterly.

PEIQX 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 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.