Morningstar

Victory Pioneer Equity Income Fund Class A PEQIX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 27.36  /  +1.26 %
  • Total Assets 800.6M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.84%
  • Turnover 49%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

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 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

5.24 41M
Energy

ConocoPhillips

3.57 28M
Energy

Bank of America Corp

3.52 28M
Financial Services

JPMorgan Chase & Co

3.51 27M
Financial Services

Cisco Systems Inc

3.22 25M
Technology

Johnson & Johnson

3.11 24M
Healthcare

Northern Trust Corp

3.01 24M
Financial Services

United Parcel Service Inc Class B

3.00 23M
Industrials

State Street Corp

2.91 23M
Financial Services

Honeywell International Inc

2.90 23M
Industrials

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