PEUCX Mutual Fund

PEUCX Mutual Fund (Principal Equity Income Fund Class C) is managed by Principal Funds with $63.9M in net assets. PEUCX expense ratio is 1.63%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2002-03-01.

PEUCX performance shows a YTD return of 11.02%. The 1-year return is 20.83% and the 5-year return is 8.47%. PEUCX dividend yield stands at 8.56%, paid quarterly.

PEUCX 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 PEUCX holdings, PEUCX sectors, or PEUCX dividends.

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