PEIIX Mutual Fund
PEIIX Mutual Fund
Principal Equity Income Fund Institutional Class
PEIIX Mutual Fund Overview
PEIIX Mutual Fund (Principal Equity Income Fund Institutional Class) is managed by Principal Funds with $6.34B in net assets. PEIIX expense ratio is 0.52%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2000-08-01.
PEIIX performance shows a YTD return of 8.98%. The 1-year return is 20.23% and the 5-year return is 10.96%. PEIIX dividend yield stands at 9.43%, paid quarterly.
PEIIX top holdings include 'alphabet Inc., Class 'a'' (4.1%), Jp Morgan Chase & Co (3.4%), Costco Whsl (2.9%), Morgan Stanley (2.7%), Horton D.R. Inc (2.6%). View all PEIIX holdings, sector breakdown, or dividend history.
PEIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.