PEIJX Mutual Fund
PEIJX Mutual Fund
Principal Equity Income Fund Class J
PEIJX Mutual Fund Overview
PEIJX Mutual Fund (Principal Equity Income Fund Class J) is managed by Principal Funds with $99.6M in net assets. PEIJX expense ratio is 0.74%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-10-09.
PEIJX performance shows a YTD return of 8.89%. The 1-year return is 19.98% and the 5-year return is 10.72%. PEIJX dividend yield stands at 9.22%, paid quarterly.
PEIJX 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 PEIJX holdings, sector breakdown, or dividend history.
PEIJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEIJX alternatives are available via the screener, along with tax-loss harvesting opportunities.