With a leadership transition and an evolution of the approach underway, Pioneer Equity Income needs time to reestablish itself.
Pioneer Equity Income K PEQKX
- NAV / 1-Day Return 31.41 / +0.54 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 1.85%
- Turnover 59%
USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 12:31 AM GMT+0
Morningstar’s Analysis PEQKX
Will PEQKX 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 33.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 4.91 | 61.0 Mil | Energy |
Wells Fargo & Co | 4.53 | 56.3 Mil | Financial Services |
Johnson & Johnson | 4.08 | 50.7 Mil | Healthcare |
United Parcel Service Inc Class B | 3.43 | 42.6 Mil | Industrials |
The Walt Disney Co | 3.12 | 38.8 Mil | Communication Services |
Cisco Systems Inc | 3.08 | 38.3 Mil | Technology |
Coterra Energy Inc Ordinary Shares | 3.01 | 37.4 Mil | Energy |
Northern Trust Corp | 2.57 | 31.9 Mil | Financial Services |
International Business Machines Corp | 2.48 | 30.9 Mil | Technology |
LyondellBasell Industries NV Class A | 2.47 | 30.7 Mil | Basic Materials |