Pioneer Investments Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 6.8 0.1 7.3 13.1 0.8
Category Average 6.2 -0.8 7.0 13.0 1.6
Assets for Each Yr* 35.8 35.1 37.6 43.1 43.3
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 0.79 6.44 7.33

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
43,307 $1,000 48.6 51.4
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 45.10 1.18 Average
International Stock 3.2 1.04 1.38 Average
Municipal Bond 3.6 4.21 1.03 Average
Taxable Bond 3.5 42.28 1.11 Above Avg
*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 4.3
Stocks 51.3
Bonds 41.4
Other 3.0
Annual Turnover % 57
% Assets in Top 10 9.5
 
Sector Breakdown (% of stocks) 
Sensitive 42.6
Communication Services 1.4
Energy 5.5
Industrials 9.8
Technology 26.0
Cyclical 38.5
Basic Materials 3.9
Consumer Cyclical 15.1
Financial Services 17.3
Real Estate 2.3
Defensive 18.9
Consumer Defensives 5.9
Healthcare 11.8
Utilities 1.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-20-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 25.22 2.27
  Apple Inc* Technology 13.93 1.79
  The Home Depot Inc* Consumer Cyclical 7.90 1.22
  PepsiCo Inc* Consumer Defensive -1.82 0.83
  JPMorgan Chase & Co* Financial Services 5.63 0.70
  Booking Holdings Inc* Consumer Cyclical 15.65 0.68
  Visa Inc Class A* Financial Services 24.02 0.56
  CDW Corp Technology 24.95 0.51
  Emerson Electric Co* Industrials 0.80 0.46
  Thermo Fisher Scientific Inc* Healthcare 14.38 0.46
  Zoetis Inc Class A* Healthcare 18.92 0.45
  AT&T Inc* Communication Services -16.15 0.41
  Micron Technology Inc* Technology 33.80 0.41
  Adobe Systems Inc* Technology 46.96 0.37
  Costco Wholesale Corp* Consumer Defensive 18.07 0.37
  Analog Devices Inc* Technology 10.94 0.36
  Cognizant Technology Solutions Corp A* Technology 16.36 0.36
  Medtronic PLC* Healthcare 10.19 0.36
  Merck & Co Inc* Healthcare 12.81 0.36
  United Rentals Inc Industrials -12.10 0.36
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Best 5-Year Relative Performance | More
07-20-18

Worst 5-Year Relative Performance | More
07-20-18

Highest Expenses | More
07-20-18

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
07-20-18

Fund Name Manager Name Average Manager Tenure
Pioneer A John A. Carey 17
Pioneer Equity Income A John A. Carey 15
Pioneer Floating Rate A Jonathan Sharkey 11
Pioneer Global High Yield A Andrew Feltus 9
Pioneer AMT-Free Municipal A David J. Eurkus 9

Shortest Manager Tenure | More
07-20-18

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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