PEIOX Mutual Fund
PEIOX Mutual Fund
Principal Equity Income Fund Class R-3
PEIOX Mutual Fund Overview
PEIOX Mutual Fund (Principal Equity Income Fund Class R-3) is managed by Principal Funds with $28.5M in net assets. PEIOX expense ratio is 1.08%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2010-03-01.
PEIOX performance shows a YTD return of 8.69%. The 1-year return is 19.56% and the 5-year return is 10.39%. PEIOX dividend yield stands at 8.95%, paid quarterly.
PEIOX 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 PEIOX holdings, sector breakdown, or dividend history.
PEIOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEIOX alternatives are available via the screener, along with tax-loss harvesting opportunities.