Pioneer Investments Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 13.9 6.7 0.0 7.2 9.7
Category Average 13.4 6.2 -0.9 7.0 9.4
Assets for Each Yr* 34.2 36.4 35.6 38.1 42.1
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 9.71 6.23 7.74

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
42,086 $1,000 54.3 45.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 45.38 1.20 Average
International Stock 2.9 1.15 1.67 Above Avg
Municipal Bond 3.8 4.53 1.02 Average
Taxable Bond 3.6 42.95 1.04 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 4.9
Stocks 50.3
Bonds 41.3
Other 3.6
Annual Turnover % 55
% Assets in Top 10 10.6
 
Sector Breakdown (% of stocks) 
Sensitive 36.0
Communication Services 2.1
Energy 4.0
Industrials 7.2
Technology 22.6
Cyclical 39.1
Basic Materials 5.0
Consumer Cyclical 14.6
Financial Services 17.5
Real Estate 2.1
Defensive 25.0
Consumer Defensives 7.1
Healthcare 15.6
Utilities 2.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 37.13 1.90
  Microsoft Corp* Technology 26.59 1.74
  The Home Depot Inc* Consumer Cyclical 24.66 1.11
  Alphabet Inc C* Technology 28.23 0.96
  Celgene Corp* Healthcare 17.89 0.91
  JPMorgan Chase & Co* Financial Services 13.45 0.91
  Alphabet Inc A* Technology 27.18 0.87
  PepsiCo Inc* Consumer Defensive 9.89 0.77
  Raytheon Co* Industrials 34.00 0.73
  Mastercard Inc A* Financial Services 43.55 0.68
  Amazon.com Inc* Consumer Cyclical 33.75 0.64
  CVS Health Corp* Healthcare -6.10 0.64
  American Electric Power Co Inc* Utilities 19.01 0.62
  Medtronic PLC* Healthcare 11.50 0.58
  The Hershey Co* Consumer Defensive 8.25 0.57
  Intercontinental Exchange Inc* Financial Services 24.05 0.54
  Starbucks Corp* Consumer Cyclical 1.71 0.54
  Citigroup Inc* Financial Services 22.41 0.53
  Gilead Sciences Inc* Healthcare 15.53 0.52
  Thermo Fisher Scientific Inc* Healthcare 36.69 0.51
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Best 5-Year Relative Performance | More
10-13-17

Worst 5-Year Relative Performance | More
10-13-17

Highest Expenses | More
10-13-17

Fund Name Expense Ratio Analyst Report
Pioneer Emerging Markets A 1.95 ---
Pioneer International Equity A 1.45 ---
Pioneer Real Estate A 1.41 ---
Pioneer Global Equity A 1.30 ---
Pioneer Global High Yield A 1.19 ---

Longest Manager Tenure | More
10-13-17

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 9

Shortest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Pioneer US Corporate High Yield Y Matthew Shulkin 0
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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