With a leadership transition and an evolution of the approach underway, Pioneer Equity Income needs time to reestablish itself.
Pioneer Equity Income Y PYEQX
- NAV / 1-Day Return 31.68 / +0.99 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.810%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 1.62%
- Turnover 59%
USD | NAV as of Apr 20, 2024 | 1-Day Return as of Apr 20, 2024, 12:21 AM GMT+0
Morningstar’s Analysis PYEQX
Will PYEQX 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 33.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Wells Fargo & Co | 4.77 | 58.1 Mil | Financial Services |
Exxon Mobil Corp | 4.51 | 54.9 Mil | Energy |
Johnson & Johnson | 4.39 | 53.4 Mil | Healthcare |
United Parcel Service Inc Class B | 3.40 | 41.4 Mil | Industrials |
Cisco Systems Inc | 3.05 | 37.1 Mil | Technology |
The Walt Disney Co | 3.00 | 36.5 Mil | Communication Services |
Coterra Energy Inc Ordinary Shares | 2.84 | 34.6 Mil | Energy |
LyondellBasell Industries NV Class A | 2.47 | 30.1 Mil | Basic Materials |
International Business Machines Corp | 2.46 | 29.9 Mil | Technology |
Northern Trust Corp | 2.42 | 29.5 Mil | Financial Services |