PQIAX
Principal Fds, Inc. Equity Income Fd Cl A
1W: -1.5%
1M: -3.8%
3M: -2.0%
YTD: +7.7%
1Y: +3.4%
3Y: +46.8%
5Y: +40.4%
$44.70
+0.31 (+0.70%)
Weekly Expected Move ±1.3%
$43
$44
$44
$45
$46
Similar ETFs
20 peers by holdings overlap (61 holdings)
HAVGX
Haverford Quality Growth Stock Fund
38.7%
Shared22 holdings
Total34
AUM$304M
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ACUSX
Advisors Capital Total Return â Equity
30.9%
Shared16 holdings
Total51
AUM$338M
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CMNWX
Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A
30.8%
Shared26 holdings
Total99
AUM$5.4B
Price$91.88
ABLOX
Alger Balanced Portfolio Class I-2
30.3%
Shared23 holdings
Total78
AUM$72M
Price$25.03
FISEX
Franklin Equity Income Fund Class A
30.2%
Shared18 holdings
Total64
AUM$4.7B
Price$36.40
PYVLX
Payden Equity Income Fund
30.0%
Shared19 holdings
Total71
AUM$1.3B
Price$18.90
SINAX
ClearBridge Large Cap Value Fund Class A
29.9%
Shared19 holdings
Total54
AUM$2.4B
Price$43.52
FSLVX
Fidelity Stock Selector Large Cap Value Fund
29.3%
Shared28 holdings
Total151
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IICAX
AMF Large Cap Equity Fund
28.2%
Shared19 holdings
Total56
AUM$53M
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CFVLX
Commerce Value Fund
28.1%
Shared16 holdings
Total58
AUM$219M
Price$36.28
FFA
First Trust Enhanced Equity Income Fund
27.9%
Shared28 holdings
Total62
AUM$444M
Price$22.21
FRDAX
Franklin Rising Dividends Fund
27.4%
Shared19 holdings
Total56
AUM$26.9B
Price$95.37
ZDIVX
Zacks Dividend Fund Investor Class
27.3%
Shared20 holdings
Total73
AUM$137M
Price$31.24
MAIPX
MAI Managed Volatility Fund
27.2%
Shared20 holdings
Total73
AUM$232M
Price$17.89
AFALX
Applied Finance Dividend Fund Investor Class
27.2%
Shared22 holdings
Total39
AUM$30M
Price$13.65
FEQIX
Fidelity Equity Income Fund
27.1%
Shared23 holdings
Total122
AUM$11.3B
Price$91.71
AFDIX
American Century Large Cap Equity Inv
26.7%
Shared23 holdings
Total99
AUM$3.1B
Price$52.65
SCD
LMP Capital and Income Fund Inc.
26.6%
Shared18 holdings
Total66
AUM$4.9B
Price$14.65
TWBIX
American Century Balanced Fund
26.5%
Shared23 holdings
Total101
AUM$913M
Price$21.92
WMKGX
WesMark Large Company Fund
26.4%
Shared14 holdings
Total57
AUM$385M
Price$25.84
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PQIAX | $7.7B | 60 | 29.2% | 3.9 | 1.3 | 1.7 | 37.3% | 42.5% | 2.08% | +25.6% | +22.3% | 57.3 | 6.4 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| ACUSX | $338M | 51 | 30.7% | 13.5 | 3.7 | 3.8 | 30.8% | 28.3% | 1.64% | +22.4% | +24.9% | 56.2 | 6.3 |
| CMNWX | $5.4B | 99 | 39.1% | 8.4 | 2.6 | 2.9 | 36.1% | 34.6% | 1.11% | +23.5% | +42.3% | 59.9 | 6.3 |
| ABLOX | $72M | 78 | 33.2% | 7.8 | 2.5 | 2.8 | 36.8% | 36.3% | 1.95% | +20.8% | +38.9% | 58.0 | 6.5 |
| FISEX | $4.7B | 64 | 28.1% | 15.1 | 3.6 | 3.2 | 26.4% | 21.1% | 1.93% | +21.3% | +25.9% | 53.4 | 6.5 |
| PYVLX | $1.3B | 71 | 25.7% | 15.7 | 4.0 | 3.3 | 28.8% | 21.1% | 2.31% | +22.3% | +39.6% | 56.7 | 6.4 |
| SINAX | $2.4B | 54 | 29.8% | 5.5 | 1.6 | 1.9 | 33.3% | 33.7% | 1.75% | +19.2% | +34.7% | 54.1 | 6.4 |
| FSLVX | $1.6B | 151 | 24.7% | 11.9 | 3.2 | 3.7 | 31.5% | 30.8% | 1.87% | +17.9% | +31.8% | 55.3 | 6.2 |
| IICAX | $53M | 56 | 34.5% | 13.9 | 4.3 | 3.9 | 35.1% | 28.0% | 1.95% | +19.9% | +31.5% | 60.3 | 6.6 |
| CFVLX | $219M | 58 | 24.4% | 16.2 | 3.4 | 3.2 | 22.9% | 20.1% | 2.43% | +17.8% | +15.3% | 53.5 | 6.2 |