PEIQX Mutual Fund
PEIQX Mutual Fund
Principal Equity Income Fund Class R-5
PEIQX Mutual Fund Overview
PEIQX Mutual Fund (Principal Equity Income Fund Class R-5) is managed by Principal Funds with $98.7M in net assets. PEIQX expense ratio is 0.77%, holding 64 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2010-03-01.
PEIQX performance shows a YTD return of 8.85%. The 1-year return is 19.93% and the 5-year return is 10.71%. PEIQX dividend yield stands at 9.17%, paid quarterly.
PEIQX 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 PEIQX holdings, sector breakdown, or dividend history.
PEIQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.