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Pioneer Equity Income Y (PYEQX) Fund Ranking and Research

Ranking, Research and Recommendation of Pioneer Equity Income Y (PYEQX) Fund

    Last Trade: $34.19 on 5/23/2017, Change: +0.11 (0.32%)

 

Graph of Pioneer Equity Income Y Fund (PYEQX) ManagerFund Manager - John A. Carey

Fund Manager Information

Fund Manager Tenure: 26.8 years
Fund Family: Pioneer Investments
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
John Carey is Executive Vice President of Pioneer Investment Management Inc. He is also a member of the U.S. Investment Committee and several other committees. Since joining the company in 1979, John has analyzed many industries including publishing, media and autos. John's previous experience includes consulting and venture capital as well as teaching. John holds a B.A. degree from Columbia University (1971), and A.M. and Ph.D. degrees from Harvard University, which he attained in 1972 and 1979 respectively.  Get more insights on John A. Carey

 

Graph of Pioneer Equity Income Y Fund (PYEQX) ProfilePioneer Equity Income Y Fund (PYEQX) Profile

Fund Profile and Description

Pioneer Equity Income Y Fund seeks current income and long-term growth of capital. Pioneer Equity Income Y Fund invests at least 80% of total assets in income-producing equity securities of U.S. issuers. It may invest up to 20% of total assets in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers. Pioneer Equity Income Y Fund may not invest more than 5% of total assets in the securities of emerging-markets issuers.

 

Pioneer Equity Income Y (PYEQX) Fund Strength What we like about Pioneer Equity Income Y (PYEQX) Fund

Data for Pioneer Equity Income Y Fund (PYEQX) as of May 30, 2016

  • Pioneer Equity Income Y Fund (PYEQX) management has been with Pioneer Equity Income Y Fund for 26.8 years
  • Pioneer Equity Income Y Fund (PYEQX) has good short-term performance (1-year return 5.61% vs -2.36% Large Value category median performance)
  • Pioneer Equity Income Y Fund (PYEQX) has good mid-term performance (3-year return 11.18% vs 7.81% Large Value category median performance)
  • Pioneer Equity Income Y Fund (PYEQX) has good Long-term performance (5-year return 10.81% vs 9.15% Large Value category median performance)
  • Pioneer Equity Income Y Fund (PYEQX) ratio of up-years vs down years is greater than 2
  • Pioneer Equity Income Y Fund (PYEQX) has a Morningstar rating of 4 and above
  • Asset base in Pioneer Equity Income Y Fund (PYEQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Pioneer Equity Income Y Fund (PYEQX) has an annual stock turnover rate of 40.00% vs Large Value average of 44.24%. It is good that Pioneer Equity Income Y management does not trade extensively for its return.
  • Pioneer Equity Income Y Fund (PYEQX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.11, lower than category average of 11.7
  • Pioneer Equity Income Y Fund (PYEQX) has a lower expense ratio than its Large Value average: 0.78% vs 1.10%
  • Pioneer Equity Income Y Fund (PYEQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Pioneer Equity Income Y Fund (PYEQX) Weakness What we are cautious about Pioneer Equity Income Y (PYEQX) Fund

Data for Pioneer Equity Income Y Fund (PYEQX) as of May 30, 2016

See Pioneer Equity Income Y Fund (PYEQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pioneer Equity Income Y Fund (PYEQX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pioneer Equity Income Y7.045.6111.1810.81
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Pioneer Equity Income Y Fund (PYEQX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Pioneer Equity Income Y Fund (PYEQX) Net Asset TrackingPioneer Equity Income Y (PYEQX) Fund Net Asset

Track net asset change of Pioneer Equity Income Y fund (PYEQX)

DateNet Asset
05/2016$1.64B
03/2016$1.54B
02/2016$1.43B
More historic net asset information on Pioneer Equity Income Y Fund (PYEQX)

  

Graph of Pioneer Equity Income Y Fund (PYEQX) Portfolio TrackingPioneer Equity Income Y (PYEQX) Fund Portfolio Allocation

Track portfolio allocation change of Pioneer Equity Income Y fund (PYEQX)

DateCashStockBondOther
04/20160.25%99.75%0%0%
02/20160.31%99.69%0%0%
01/20160.19%99.81%0%0%
Click here to see more historic asset allocation information on Pioneer Equity Income Y Fund (PYEQX)

 

graph of Pioneer Equity Income Y Fund (PYEQX) Top 10 Position TrackingTop 10 Holdings in Pioneer Equity Income Y (PYEQX) Fund

Discover what Pioneer Equity Income Y Fund (PYEQX) manager is buying

Apr 29, 2016
Valspar Corporation (The) Commo [4.87%]
Gorman-Rupp Company (The) Commo [2.46%]
Becton, Dickinson and Company C [2.33%]
Cedar Fair, L.P. Common Stock [2.17%]
Mondelez International, Inc. [2.11%]
Dr Pepper Snapple Group, Inc Dr [2.05%]
Syngenta AG Common Stock [2.03%]
General Electric Company Common [2.02%]
Chevron Corporation Common Stoc [1.95%]
State Street Corporation Common [1.81%]

Feb 28, 2016
Valspar Corporation (The) Commo [3.92%]
Cedar Fair, L.P. Common Stock [2.42%]
Gorman-Rupp Company (The) Commo [2.41%]
Becton, Dickinson and Company C [2.34%]
Dr Pepper Snapple Group, Inc Dr [2.26%]
Syngenta AG Common Stock [2.22%]
Mondelez International, Inc. [2.18%]
General Electric Company Common [2.1%]
Campbell Soup Company Common St [1.92%]
Alliant Energy Corporation Comm [1.9%]

Jan 30, 2016
Valspar Corporation (The) Commo [3.96%]
Gorman-Rupp Company (The) Commo [2.45%]
Mondelez International, Inc. [2.34%]
Dr Pepper Snapple Group, Inc Dr [2.34%]
Becton, Dickinson and Company C [2.33%]
Cedar Fair, L.P. Common Stock [2.32%]
General Electric Company Common [2.12%]
Syngenta AG Common Stock [2.06%]
Alliant Energy Corporation Comm [1.97%]
Chevron Corporation Common Stoc [1.83%]
Click here for Stock Holding Change Map in Pioneer Equity Income Y Fund (PYEQX)

  

Latest News on Pioneer Equity Income Y (PYEQX) Fund

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Pioneer Equity Income Y Fund (PYEQX) Related ResourcesSee more information on Pioneer Equity Income Y (PYEQX) Fund

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