PEIIX Mutual Fund

PEIIX Mutual Fund (Principal Equity Income Fund Institutional Class) is managed by Principal Funds with $5.49B in net assets. PEIIX expense ratio is 0.52%, holding 60 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2000-08-01.

PEIIX performance shows a YTD return of 13.48%. The 1-year return is 18.70% and the 5-year return is 9.37%. PEIIX dividend yield stands at 1.47%, paid quarterly.

PEIIX top holdings include Apple Inc (5.3%), Microsoft Corp (4.2%), Taiwan Semiconductor Manufacturing Co Ltd (3.8%), Jpmorgan Chase & Co (3.2%), Costco Wholesale Corp (2.8%). Go to all PEIIX holdings, PEIIX sectors, or PEIIX dividends.

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