Pioneer Equity Income Fund Quote

PEQKX Fund  USD 34.39  0.25  0.72%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Pioneer Equity is trading at 34.39 as of the 19th of November 2024; that is 0.72 percent decrease since the beginning of the trading day. The fund's open price was 34.64. Pioneer Equity has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Pioneer Equity Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of October 2024 and ending today, the 19th of November 2024. Click here to learn more.
Normally, the fund invests at least 80 percent 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, securities of other investment companies that invest primarily in equity securities, and equity interests in real estate investment trusts .. More on Pioneer Equity Income

Moving together with Pioneer Mutual Fund

  0.87PFGKX Pioneer FundamentalPairCorr
  0.92CERPX Pioneer Core EquityPairCorr

Moving against Pioneer Mutual Fund

  0.64PBFKX Pioneer BondPairCorr
  0.54STRKX Pioneer Strategic IncomePairCorr

Pioneer Mutual Fund Highlights

Fund ConcentrationPioneer Investments Funds, Large Value Funds, Large Value, Pioneer Investments (View all Sectors)
Update Date30th of September 2024
Pioneer Equity Income [PEQKX] is traded in USA and was established 19th of November 2024. Pioneer Equity is listed under Pioneer Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Pioneer Investments family. This fund at this time has accumulated 2.61 B in assets with no minimum investment requirementsPioneer Equity Income is currently producing year-to-date (YTD) return of 16.03% with the current yeild of 0.02%, while the total return for the last 3 years was 5.33%.
Check Pioneer Equity Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Equity Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Pioneer Equity Income Mutual Fund Constituents

AREAlexandria Real EstateStockReal Estate
MSMorgan StanleyStockFinancials
FUNSix Flags EntertainmentStockConsumer Discretionary
XOMExxon Mobil CorpStockEnergy
MCHPMicrochip TechnologyStockInformation Technology
JWNNordstromStockConsumer Discretionary
PSXPhillips 66StockEnergy
JPMJPMorgan Chase CoStockFinancials
More Details

Pioneer Equity Top Holders

PIALXPioneer Solutions Mutual FundWorld Allocation
BALRXPioneer Solutions BalancedMutual FundWorld Allocation
PIDCXPioneer Solutions Mutual FundWorld Allocation
IMOYXPioneer Solutions Mutual FundWorld Allocation
More Details

Pioneer Equity Income Risk Profiles

Pioneer Equity Against Markets

Other Information on Investing in Pioneer Mutual Fund

Pioneer Equity financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Equity security.
Commodity Directory
Find actively traded commodities issued by global exchanges
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio