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Principal Fds, Inc. Equity Income Fund Class R-4 (PEIPX) Holdings

Holdings Count
63
Total Assets
9.07B
Top 10 Percentage
27.07%
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
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
PEIPX holdings
NameMarket ValuePrice & ChangeFollow
PHParker-Hannifin Corp3.12%$283.23M―$120.80B13.51%Strong Buy$1,139.5
MSMorgan Stanley2.89%$261.54M―$295.68B15.12%Moderate Buy$214.36
KKRKohlberg Kravis Roberts2.84%$257.78M―$86.72B-18.80%Strong Buy$124.08
JPMJPMorgan Chase & Co.2.83%$256.15M―$910.40B11.86%Moderate Buy$373.81
COSTCostco Wholesale Corp.2.77%$251.26M―$483.99B19.58%Moderate Buy$1,113.58
PNCPNC Financial Services2.70%$244.52M―$91.67B26.25%Moderate Buy$263.94
CBChubb Ltd2.55%$231.31M―$142.04B26.84%Hold$373.67
TTTrane Technologies Plc2.53%$229.35M―$92.82B0.76%Strong Buy$526.93
PCARPaccar2.42%$219.57M―$55.98B10.47%Moderate Buy$125.1
HLTHilton Worldwide Holdings Inc.2.42%$219.16M―$82.93B38.24%Moderate Buy$376.19

Sector Breakdown

19.41%Financial
  • Financial19.41%
  • Healthcare15.19%
  • Industrials15.03%
  • Technology9.81%
  • Consumer Defensive7.58%
  • Energy6.86%
  • Consumer Cyclical5.90%
  • Utilities4.99%
  • Communication Services4.48%
  • Basic Materials4.43%
  • Real Estate3.73%
  • General2.60%

Countries Breakdown

98.40%United States
  • United States98.40%

Breakdown By Smart Score

7

The weighted average smart score of the PEIPX Mutual Fund is 7

  • 104.60%
  • 915.86%
  • 826.88%
  • 720.54%
  • 613.74%
  • 58.61%
  • 45.14%
  • 34.63%
  • 20.00%
  • 10.00%

PEIPX Mutual Funds FAQ

What are Mutual Funds PEIPX’s top 3 holdings?
PEIPX’s top 3 holdings are PH, MS, KKR.
What is Mutual Funds PEIPX’s holdings count?
Mutual Funds PEIPX’s is holdings 63 different assets.
What are the total assets of Mutual Funds PEIPX?
Mutual Funds PEIPX’s total assets are 9.07B.