Equity Income Fund (PEYAX)

This fund received a Overall Morningstar Rating™ out of 1,103 funds in the Large Value category as of 06/30/19

I believe investors want performance that is consistently good rather than occasionally great. This takes risk controls and a strategic approach to dividends.

  • Darren Jaroch, CFA
  • Portfolio Manager


Overall Morningstar ratings as of 06/30/19, shown with the Morningstar category and the number of funds in each category.


Define value investing daily to uncover opportunities

Portfolio Manager Darren A. Jaroch, CFA, is a value investor with 23 years of experience. His process involves analyzing markets on a daily basis to identify undervalued stocks and focusing on cash flow rather than book value.

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What happened to value stocks?

Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.

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