PEQIX Mutual Fund

PEQIX Mutual Fund (Victory Pioneer Equity Income Fund Class A) is managed by Victory Capital Management Inc. with $528.7M in net assets. PEQIX expense ratio is 1.00%, holding 63 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1990-07-25.

PEQIX performance shows a YTD return of 9.07%. The 1-year return is 14.00% and the 5-year return is 8.67%. PEQIX dividend yield stands at 1.91%, paid quarterly.

PEQIX top holdings include Jpmorgan Chase (4.0%), Exxonmobil Holdings Corp Common Stock Usd (3.9%), Bank of America Corp.: Financials (3.6%), United Parcel Service, Inc (3.2%), 3m Co. (3.0%). Go to all PEQIX holdings, PEQIX sectors, or PEQIX dividends.

PEQIX can be compared against other funds. Use PEQIX overlap to find shared positions, or PEQIX vs another fund for a side-by-side view. PEQIX alternatives are available via the screener, along with tax-loss harvesting opportunities.