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PEIIX
Principal Fds, Inc. Equity Income Fd Insti
Analysis
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Technical Analysis
Performance
Similar Mutual Funds
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PEIIX Mutual Fund Holdings Information

Holdings Count
62
Total Assets
8.79B
Top 10 Percentage
27.15%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
62 Holdings
62 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
KKR
Kohlberg Kravis Roberts
3.33%
$290.23M
―
$104.80B
-14.02%
7 Buy
0 Hold
0 Sell
Strong Buy
―
JPM
JPMorgan Chase & Co.
3.28%
$285.47M
―
$850.64B
40.75%
11 Buy
6 Hold
0 Sell
Moderate Buy
―
MS
Morgan Stanley
3.10%
$269.63M
―
$261.24B
40.91%
5 Buy
7 Hold
0 Sell
Moderate Buy
―
COST
Costco Wholesale Corp.
2.66%
$231.84M
―
$411.29B
4.74%
16 Buy
9 Hold
0 Sell
Moderate Buy
―
TT
Trane Technologies Plc
2.59%
$225.67M
―
$98.96B
18.39%
5 Buy
5 Hold
1 Sell
Moderate Buy
―
PH
Parker-Hannifin Corp
2.47%
$215.14M
―
$97.68B
20.98%
11 Buy
4 Hold
0 Sell
Moderate Buy
―
PNC
PNC Financial Services
2.45%
$213.30M
―
$71.70B
-1.73%
14 Buy
4 Hold
1 Sell
Moderate Buy
―
BAC
Bank of America
2.45%
$213.12M
―
$391.12B
29.59%
17 Buy
1 Hold
0 Sell
Strong Buy
―
HLT
Hilton Worldwide Holdings Inc.
2.44%
$212.26M
―
$60.22B
11.01%
8 Buy
8 Hold
0 Sell
Moderate Buy
―
DHI
D.R. Horton Inc
2.39%
$208.38M
―
$43.25B
-15.04%
3 Buy
6 Hold
2 Sell
Hold
―
Rows:
10

Sector Breakdown

22.73%Financial13.98%Industrials11.41%Healthcare10.94%Technology7.59%Consumer Defensive7.37%Consumer Cyclical7.10%Communication Services6.05%Energy4.84%Utilities4.26%Basic Materials3.73%Real Estate22.73%Financial
Financial
22.73%
Industrials
13.98%
Healthcare
11.41%
Technology
10.94%
Consumer Defensive
7.59%
Consumer Cyclical
7.37%
Communication Services
7.10%
Energy
6.05%
Utilities
4.84%
Basic Materials
4.26%
Real Estate
3.73%

Countries Breakdown

98.20%United States98.20%United States
United States
98.20%

Breakdown By Smart Score

7.46%Outperform1017.71%Outperform930.73%Outperform817.09%Neutral711.91%Neutral62.21%Neutral56.11%Neutral42.90%Underperform33.88%Underperform27
The weighted average smart score of the PEIIX Mutual Fund is 7
10
7.46%
9
17.71%
8
30.73%
7
17.09%
6
11.91%
5
2.21%
4
6.11%
3
2.90%
2
3.88%
1
0.00%

PEIIX Mutual Funds FAQ

What are Mutual Funds PEIIX’s top 3 holdings?
PEIIX’s top 3 holdings are KKR, JPM, MS.
    What is Mutual Funds PEIIX’s holdings count?
    Mutual Funds PEIIX’s is holdings 62 different assets.
      What are the total assets of Mutual Funds PEIIX?
      Mutual Funds PEIIX’s total assets are 8.79B.
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