Pioneer Investments Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 14.1 6.8 0.1 7.2 12.5
Category Average 13.4 6.2 -0.9 7.0 12.2
Assets for Each Yr* 33.9 36.3 35.5 38.0 43.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 12.45 6.28 8.19

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
43,111 $1,000 53.9 46.2
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.3 45.82 1.19 Average
International Stock 3.7 1.17 1.41 Average
Municipal Bond 3.8 4.43 1.03 Average
Taxable Bond 3.6 42.61 1.07 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
2 2 2
1 0 1
0 0 0
Asset Allocation %
Cash 5.5
Stocks 48.9
Bonds 43.2
Other 2.4
Annual Turnover % 56
% Assets in Top 10 10.6
 
Sector Breakdown (% of stocks) 
Sensitive 39.2
Communication Services 2.3
Energy 4.5
Industrials 7.3
Technology 25.0
Cyclical 37.5
Basic Materials 5.5
Consumer Cyclical 12.2
Financial Services 18.0
Real Estate 1.9
Defensive 23.3
Consumer Defensives 6.2
Healthcare 15.2
Utilities 2.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 52.33 1.90
  Microsoft Corp* Technology 42.32 1.74
  The Home Depot Inc* Consumer Cyclical 38.83 1.11
  Alphabet Inc C* Technology 37.88 0.95
  Celgene Corp* Healthcare -5.48 0.91
  JPMorgan Chase & Co* Financial Services 25.37 0.91
  Alphabet Inc A* Technology 35.28 0.87
  PepsiCo Inc* Consumer Defensive 16.97 0.77
  Raytheon Co* Industrials 36.46 0.73
  Mastercard Inc A* Financial Services 49.42 0.68
  Amazon.com Inc* Consumer Cyclical 57.25 0.64
  CVS Health Corp* Healthcare -4.85 0.64
  American Electric Power Co Inc* Utilities 25.37 0.62
  Medtronic PLC* Healthcare 19.12 0.58
  The Hershey Co* Consumer Defensive 12.82 0.57
  Intercontinental Exchange Inc* Financial Services 26.36 0.54
  Starbucks Corp* Consumer Cyclical 6.88 0.54
  Citigroup Inc* Financial Services 27.43 0.53
  Gilead Sciences Inc* Healthcare 8.43 0.52
  Thermo Fisher Scientific Inc* Healthcare 36.69 0.51
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Best 5-Year Relative Performance | More
12-15-17

Worst 5-Year Relative Performance | More
12-15-17

Highest Expenses | More
12-15-17

Fund Name Expense Ratio Analyst Report
Pioneer US Corporate High Yield Y 1.79 ---
Pioneer International Equity A 1.45 ---
Pioneer Real Estate A 1.41 ---
Pioneer Global Equity A 1.27 ---
Pioneer Global High Yield A 1.19 ---

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Pioneer Equity Income A John A. Carey 22
Pioneer A John A. Carey 17
Pioneer Bond A Kenneth J. Taubes 12
Pioneer Floating Rate A Jonathan Sharkey 11
Pioneer Strategic Income A Kenneth J. Taubes 10

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Pioneer US Corporate High Yield Y Matthew Shulkin 1
Pioneer Solutions Balanced A Salvatore Buono 3
Pioneer Solutions Conservative A Salvatore Buono 3
Pioneer Solutions Growth A Salvatore Buono 3
Pioneer Dynamic Credit Y Michael Temple 4
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