PQIAX Mutual Fund

PQIAX Mutual Fund (Principal Equity Income Fund Class A) is managed by Principal Funds with $1.35B in net assets. PQIAX expense ratio is 0.85%, holding 64 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1939-05-31.

PQIAX performance shows a YTD return of 11.54%. The 1-year return is 21.81% and the 5-year return is 9.31%. PQIAX dividend yield stands at 8.84%, paid quarterly.

PQIAX 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 PQIAX holdings, PQIAX sectors, or PQIAX dividends.

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