3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#104 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.72 percent over the past year, 14.34 percent over the past three years, 18.54 percent over the past five years, and 8.28 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.2%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||8.3%|
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). The fund may invest up to 20% of its total assets in equity and debt securities of non-U.S. issuers, including depository receipts.
Fees are Low compared to funds in the same category.
Pioneer Equity Income Fund has an expense ratio of 1.10 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.