Equity Income Fund (PEYAX)

This fund received a Overall Morningstar Rating™ out of 1,094 funds in the Large Value category as of 10/31/19

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 10/31/19, shown with the Morningstar category and the number of funds in each category.


2020 campaign changes health sector valuations

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Themes drive durable growth

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