PEIOX Mutual Fund

PEIOX Mutual Fund (Principal Equity Income Fund Class R-3) is managed by Principal Funds with $29.0M in net assets. PEIOX expense ratio is 1.08%, holding 60 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-03-01.

PEIOX performance shows a YTD return of 12.94%. The 1-year return is 18.04% and the 5-year return is 8.75%. PEIOX dividend yield stands at 0.95%, paid quarterly.

PEIOX 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 PEIOX holdings, PEIOX sectors, or PEIOX dividends.

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