Principal Fds, Inc. Equity Income Fund Class R-5
Principal Fds, Inc. Equity Income Fund Class R-5 (PEIQX)
The Principal Fds, Inc. Equity Income Fund Class R-5 (PEIQX) is a mutual fund that focuses on providing investors with a steady stream of income through investments in a diverse portfolio of equity securities. This fund is managed by Principal Funds, Inc. and is classified as a Class R-5 fund, which typically has lower fees and minimum investment requirements compared to other classes. The fund aims to provide long-term capital appreciation and income by investing in a mix of large, mid, and small-cap companies across various industries. With a focus on income generation, this fund may be suitable for investors seeking a balance of growth and stability in their portfolio.
PEIQX Mutual Fund Chart & Stats
- Previous Close
- $45.84
- Sub-Category
- Dividend and Income
- Total Liabilities
- $5.63M
- Expense Ratio
- 0.77%
- Holding Count
- 58
- Brand
- Principal Funds, Inc
- Category
- Equity
- Total Assets
- 7.95B
- Shares Outstanding
- N/A
- 52-Week Range
- $40.64 - $47.20
PEIQX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| AAPLApple Inc | 4.69% |
| MSFTMicrosoft | 3.52% |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 3.28% |
| JPMJPMorgan Chase & Co. | 3.25% |
| MSMorgan Stanley | 2.93% |
| KOCoca-cola Company | 2.89% |
| CBChubb Ltd | 2.87% |
| COSTCostco Wholesale Corp. | 2.85% |
| PNCPNC Financial Services | 2.69% |
| DHID.R. Horton Inc | 2.53% |
| Total | 31.49% |
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