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Morningstar

Pioneer Equity Income Y PYEQX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 35.24  /  0.57 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 2.07%
  • Turnover 30%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis PYEQX

Will PYEQX 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 PYEQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PYEQX 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 PYEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Income is not a top priority

Senior Analyst

Summary

| by Jack Shannon

A conservative but unremarkable process limits Pioneer Equity Income to a Morningstar Analyst Rating of Neutral.

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