PQIAX Mutual Fund

PQIAX Mutual Fund (Principal Equity Income Fund Class A) is managed by Principal Funds with $1.39B in net assets. PQIAX expense ratio is 0.85%, holding 64 positions across sectors including Financials, Industrials, Information Technology. 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 8.92%, paid quarterly.

PQIAX top holdings include Alphabet Inc Common Stock USD 0.001 (4.1%), Jpmorgan Chase (3.4%), Costco Wholesale Corp. (2.9%), Morgan Stanley (2.7%), Dr Horton Inc. (2.6%). 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.