Skip to Content

Pioneer Equity Income A PEQIX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 30.70  /  +0.43 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.57%
  • Turnover 59%

USD | NAV as of Feb 24, 2024 | 1-Day Return as of Feb 24, 2024, 1:24 AM GMT+0

Morningstar’s Analysis PEQIX

Will PEQIX outperform in future?

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

Reinventing itself amid a manager transition.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

With a leadership transition and an evolution of the approach underway, Pioneer Equity Income needs time to reestablish itself.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PEQIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

4.43 64.6 Mil
Energy

Johnson & Johnson

3.96 57.7 Mil
Healthcare

Wells Fargo & Co

3.93 57.2 Mil
Financial Services

United Parcel Service Inc Class B

3.35 48.8 Mil
Industrials

Cisco Systems Inc

2.96 43.1 Mil
Technology

Coterra Energy Inc Ordinary Shares

2.61 38.0 Mil
Energy

PNC Financial Services Group Inc

2.34 34.1 Mil
Financial Services

Northern Trust Corp

2.31 33.7 Mil
Financial Services

Deere & Co

2.26 32.9 Mil
Industrials

The Walt Disney Co

2.26 32.9 Mil
Communication Services