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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-1.00% 3 years+10.72%
3 months+2.37% 5 years+12.91%
1 year+18.67% Since inception+9.88%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+12.91%+12.97%
Expense ratio1.04%1.07%
Risk 5 year sharpe ratio1.281.11
Net assets$2.1B$2.8B
Average market cap$25.8B$91.3B
Average P/E20.219.8
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenureJohn Carey / 26 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock89.72%
International stock10.16%
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
PNC PNC Financial Services Group2.58%
GRC Gorman-Rupp Co2.21%
STT State Street2.10%
BAC Bank of America2.00%
BDX Becton Dickinson and Co1.99%
XOM Exxon Mobil1.99%
JPM JPMorgan Chase1.86%
FUN Cedar Fair LP1.83%
MCHP Microchip Technology Inc1.76%
MDLZ Mondelez International Inc1.70%

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