With a leadership transition and an evolution of the approach underway, Pioneer Equity Income needs time to reestablish itself.
Pioneer Equity Income R PQIRX
- NAV / 1-Day Return 33.16 / +1.16 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.420%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 1.21%
- Turnover 59%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis PQIRX
Will PQIRX 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 34.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 4.97 | 58.0 Mil | Energy |
Wells Fargo & Co | 4.69 | 54.8 Mil | Financial Services |
Johnson & Johnson | 4.03 | 47.0 Mil | Healthcare |
United Parcel Service Inc Class B | 3.41 | 39.8 Mil | Industrials |
Coterra Energy Inc Ordinary Shares | 3.28 | 38.2 Mil | Energy |
Cisco Systems Inc | 3.18 | 37.0 Mil | Technology |
The Walt Disney Co | 3.05 | 35.6 Mil | Communication Services |
International Business Machines Corp | 2.70 | 31.5 Mil | Technology |
Northern Trust Corp | 2.59 | 30.2 Mil | Financial Services |
LyondellBasell Industries NV Class A | 2.56 | 29.9 Mil | Basic Materials |