Equity Income Fund Quote

PEIJX Fund  USD 39.27  0.33  0.85%   

Performance

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Odds Of Distress

Less than 21

 
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Equity Income is trading at 39.27 as of the 5th of January 2025; that is 0.85 percent up since the beginning of the trading day. The fund's open price was 38.94. Equity Income has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of November 2024 and ending today, the 5th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. Principal Funds is traded on NASDAQ Exchange in the United States. More on Equity Income Fund

Moving together with Equity Mutual Fund

  0.7SABPX Strategic Asset ManaPairCorr
  0.7SACAX Strategic Asset ManaPairCorr
  0.65PFIFX Strategic Asset ManaPairCorr

Equity Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Value Funds, Large Value, Principal Funds (View all Sectors)
Update Date31st of December 2024
Equity Income Fund [PEIJX] is traded in USA and was established 5th of January 2025. Equity Income is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Principal Funds family. This fund at this time has accumulated 6.31 B in assets with no minimum investment requirementsEquity Income is currently producing year-to-date (YTD) return of 16.17% with the current yeild of 0.01%, while the total return for the last 3 years was 4.78%.
Check Equity Income Probability Of Bankruptcy

Instrument Allocation

Top Equity Income Fund Mutual Fund Constituents

JPMJPMorgan Chase CoStockFinancials
VZVerizon CommunicationsStockCommunication Services
TSNTyson FoodsStockConsumer Staples
RHHBYRoche Holding LtdOTC StockHealth Care
PNCPNC Financial ServicesStockFinancials
PHParker HannifinStockIndustrials
PCARPACCAR IncStockIndustrials
MRKMerck CompanyStockHealth Care
More Details

Equity Income Risk Profiles

Equity Income Against Markets

Other Information on Investing in Equity Mutual Fund

Equity Income financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Income security.
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