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Pioneer Equity Income R PQIRX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 31.37  /  0.32 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.14%
  • Turnover 59%

Morningstar’s Analysis PQIRX

Will PQIRX 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.

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Portfolio Holdings PQIRX

  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.43
64,571,383
Energy
3.96
57,687,217
Healthcare
3.93
57,216,134
Financial Services
3.35
48,769,759
Industrials
2.96
43,081,284
Technology
2.34
34,088,989
Financial Services
2.31
33,659,604
Financial Services
2.26
32,908,501
Industrials
2.26
32,869,804
Communication Services