Pioneer Investments Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 6.8 0.1 7.3 13.1 4.6
Category Average 6.2 -0.8 7.0 13.0 5.1
Assets for Each Yr* 35.8 35.1 37.6 43.1 44.6
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 4.58 9.20 7.39

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
44,576 $1,000 47.1 52.9
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 46.21 1.18 Average
International Stock 3.3 1.00 1.38 Average
Municipal Bond 3.8 4.27 1.03 Average
Taxable Bond 3.3 41.26 1.11 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 3.4
Stocks 51.8
Bonds 41.9
Other 2.9
Annual Turnover % 59
% Assets in Top 10 9.3
 
Sector Breakdown (% of stocks) 
Sensitive 43.2
Communication Services 2.2
Energy 4.9
Industrials 10.7
Technology 25.3
Cyclical 35.5
Basic Materials 3.9
Consumer Cyclical 12.3
Financial Services 17.2
Real Estate 2.2
Defensive 21.3
Consumer Defensives 6.7
Healthcare 13.3
Utilities 1.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-17-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 25.30 2.24
  PepsiCo Inc* Consumer Defensive -10.17 1.08
  Alphabet Inc A* Technology 3.55 0.94
  Alphabet Inc Class C* Technology 3.15 0.93
  Raytheon Co* Industrials 3.48 0.86
  Bank of America Corporation* Financial Services -2.61 0.77
  JPMorgan Chase & Co* Financial Services 3.43 0.77
  AT&T Inc* Communication Services -13.19 0.75
  Visa Inc Class A* Financial Services 17.84 0.51
  Zoetis Inc Class A* Healthcare 21.29 0.49
  CDW Corp Technology 16.53 0.47
  Lowe's Companies Inc* Consumer Cyclical 13.55 0.39
  FedEx Corp* Industrials -12.15 0.38
  Johnson & Johnson* Healthcare -2.32 0.38
  UnitedHealth Group Inc* Healthcare 17.79 0.35
  Adobe Systems Inc* Technology 36.24 0.33
  Electronic Arts Inc* Technology -1.37 0.28
  Charles Schwab Corp* Financial Services -5.66 0.26
  Colgate-Palmolive Co* Consumer Defensive -15.72 0.24
  Eli Lilly and Co* Healthcare 29.76 0.24
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Worst 5-Year Relative Performance | More
10-17-18

Highest Expenses | More
10-17-18

Fund Name Expense Ratio Analyst Report
Pioneer Corporate High Yield Y 1.79 ---
Pioneer Real Estate A 1.48 ---
Pioneer International Equity A 1.38 ---
Pioneer Global Equity A 1.27 ---
Pioneer Global High Yield A 1.18 ---

Longest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Pioneer A John A. Carey 18
Pioneer Equity Income A John A. Carey 15
Pioneer Floating Rate A Jonathan Sharkey 12
Pioneer Global High Yield A Andrew Feltus 9
Pioneer AMT-Free Municipal A David J. Eurkus 9

Shortest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
Pioneer Solutions Balanced A Marco Pirondini 1
Pioneer Real Estate A Raymond Haddad 1
Pioneer Short Term Income Y Seth Roman 1
Pioneer Corporate High Yield Y Matthew Shulkin 1
Pioneer Core Equity A Craig Sterling 2
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