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Morningstar

Pioneer Equity Income A PEQIX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 30.91  /  −2.00 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.50%
  • Turnover 59%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 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.

  • 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.

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.

by Chris Tate
Rated on Published on

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Portfolio Holdings PEQIX

More PEQIX Holdings
  • 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