With a leadership transition and an evolution of the approach underway, Pioneer Equity Income needs time to reestablish itself.
Pioneer Equity Income K PEQKX
- NAV / 1-Day Return 32.43 / +0.56 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 1.78%
- Turnover 59%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0
Morningstar’s Analysis PEQKX
Will PEQKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 4.90 | 59.7 Mil | Energy |
Johnson & Johnson | 4.32 | 52.6 Mil | Healthcare |
Wells Fargo & Co | 4.31 | 52.5 Mil | Financial Services |
United Parcel Service Inc Class B | 3.25 | 39.6 Mil | Industrials |
Cisco Systems Inc | 3.16 | 38.5 Mil | Technology |
Coterra Energy Inc Ordinary Shares | 2.74 | 33.4 Mil | Energy |
The Walt Disney Co | 2.58 | 31.5 Mil | Communication Services |
International Business Machines Corp | 2.44 | 29.7 Mil | Technology |
Deere & Co | 2.39 | 29.1 Mil | Industrials |
JPMorgan Chase & Co | 2.37 | 28.9 Mil | Financial Services |