Morningstar

Victory Pioneer Equity Income Fund Class A PEQIX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $27.65  /  +0.40 %
  • Fund Size $780.0M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.79%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis PEQIX

Will PEQIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PEQIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PEQIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PEQIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Pioneer Equity Income A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PEQIX

More PEQIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

4.09 32M
Financial Services

JPMorgan Chase & Co

3.88 31M
Financial Services

ExxonMobil Holdings Corp

3.81 30M
Energy

United Parcel Service Inc Class B

3.41 27M
Industrials

State Street Corp

3.04 24M
Financial Services

Cisco Systems Inc

2.95 23M
Technology

3M Co

2.89 23M
Industrials

Johnson & Johnson

2.78 22M
Healthcare

International Business Machines Corp

2.70 21M
Technology

ConocoPhillips

2.63 21M
Energy

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