PEQIX Rating, Research - Pioneer Equity Income A

Pioneer Equity Income A (peqix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 35

Threats + Weaknesses = 21

When strengths & opportunities substantially exceed threats & weaknesses an investment in the peqix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Pioneer Equity Income A (PEQIX) Description: PEQIX is a mutual fund, which is an investment that owns a basket of assets. The PEQIX mutual fund was provided by Pioneer and this investment vehicle derives the majority of its value from equity holdings (stocks). Pioneers mutual fund has a long management tenure and is in the large fund size classification. PEQIXs minimum initial investment amount is $1000 while the IRA minimum is $250. PEQIXs expense ratio is roughly 1%. The latest PEQIXs front end load was 6% and the back end load was 0%. The Pioneer Equity Income A (PEQIX) mutual fund falls under the large-cap value category. PEQIX focuses its investments in USA and PEQIX is not affiliated with a particular industry or fund sector. The Pioneer Equity Income A (PEQIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PEQIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PEQIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in common stock of U.S. companies with large capitalizations that the Adviser believes are undervalued. Large capitalization companies are companies with a market capitalization of $5 billion or greater or those market capitalizations of companies included in the Russell 1000 Index. The management utilizes a two-step security selection process to identify intrinsic value regardless of overall market conditions.

Management Analysis Update

The peqix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update