Pioneer Equity Income Fund Quote
| PEQKX Fund | USD 24.01 0.64 2.60% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Pioneer Equity is trading at 24.01 as of the 19th of December 2024; that is 2.6 percent decrease since the beginning of the trading day. The fund's open price was 24.65. Pioneer Equity has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of September 2024 and ending today, the 19th of December 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
Moving against Pioneer Mutual Fund
Pioneer Mutual Fund Highlights
| Fund Concentration | Pioneer Investments Funds, Large Value Funds, Large Value, Pioneer Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Pioneer Equity Income [PEQKX] is traded in USA and was established 19th of December 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 14.33% with the current yeild of 0.02%, while the total return for the last 3 years was 5.45%.
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
| SYT | SYLA Technologies Co, | Stock | Information Technology | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| STT | State Street Corp | Stock | Financials | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| BK | Bank of New | Stock | Financials | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| ARE | Alexandria Real Estate | Stock | Real Estate |
Pioneer Equity Top Holders
| PIALX | Pioneer Solutions | Mutual Fund | World Allocation | |
| BALRX | Pioneer Solutions Balanced | Mutual Fund | World Allocation | |
| PIDCX | Pioneer Solutions | Mutual Fund | World Allocation | |
| IMOYX | Pioneer Solutions | Mutual Fund | World Allocation |
Pioneer Equity Income Risk Profiles
| Mean Deviation | 0.9566 | |||
| Standard Deviation | 3.36 | |||
| Variance | 11.27 | |||
| Risk Adjusted Performance | (0.08) |
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.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |