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Pioneer Equity Income Fund Class A (PEQIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks current income and long-term growth of capital from a portfolio consisting primarily of income producing equity securities of U.S. corporations. Normally- the fund invests at least 80% of its total assets in income producing equity securities of U.S. issuers. The income producing equity securities in which the fund may invest include common stocks- preferred stocks- exchange-traded funds (ETFs) that invest primarily in equity securities and equity interests in real estate investment trusts (REITs).


1 month+3.56% 3 years+12.75%
3 months+7.77% 5 years+14.73%
1 year+17.81% Since inception+9.98%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+14.73%+13.33%
Expense ratio1.04%1.03%
Risk 5 year sharpe ratio1.461.26
Net assets$2.3B$2.9B
Average market cap$26.4B$96.8B
Average P/E21.119.4
Portfolio turnover33%33%

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Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenureJohn Carey / 27 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock90.97%
International stock8.54%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 17.62%
Financial service 16.59%
Consumer goods 14.07%
Energy 14.05%
Healthcare 10.57%
Top 10 Holdings
Portfolio weighting
XOM Exxon Mobil3.01%
STT State Street2.28%
BAC Bank of America2.18%
PNC PNC Financial Services Group2.07%
MCHP Microchip Technology Inc1.97%
GRC Gorman-Rupp Co1.94%
TROW T. Rowe Price Group Inc1.84%
PFE Pfizer1.75%
FUN Cedar Fair LP1.74%
BK Bank of New York1.70%