Pioneer Investments Fund Family Report
|
Performance
07-31-17
Total ReturnCategory
Average
| Total Return | 13.94 | 6.68 | 0.00 | 7.20 | 7.94 |
| Category Average | 13.40 | 6.15 | -0.87 | 7.01 | 7.84 |
| Assets for Each Yr* | 34.16 | 36.44 | 35.61 | 38.09 | 41.49 |
*billions
Trailing Returns %
07-31-17
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 7.94 | 5.84 | 8.06 | ||
Key Stats
07-31-17
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $41,492 mil | $1,000 | 54.26 | 45.74 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.2 | 45.30 | 1.20 | Average |
| International Stock | 2.8 | 1.14 | 1.67 | Above Avg |
| Municipal Bond | 3.8 | 4.56 | 1.02 | Average |
| Taxable Bond | 3.6 | 43.09 | 1.04 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
08-18-17
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Apple Inc* | Technology | 37.57 | 1.88 | |
| Microsoft Corp* | Technology | 18.54 | 1.63 | |
| The Home Depot Inc* | Consumer Cyclical | 11.33 | 1.14 | |
| JPMorgan Chase & Co* | Financial Services | 6.87 | 0.94 | |
| Alphabet Inc C* | Technology | 17.99 | 0.90 | |
| Celgene Corp* | Healthcare | 10.28 | 0.89 | |
| Alphabet Inc A* | Technology | 16.88 | 0.87 | |
| PepsiCo Inc* | Consumer Defensive | 13.88 | 0.76 | |
| Raytheon Co* | Industrials | 25.70 | 0.73 | |
| Amazon.com Inc* | Consumer Cyclical | 27.82 | 0.70 | |
| CVS Health Corp* | Healthcare | 0.32 | 0.69 | |
| Mastercard Inc A* | Financial Services | 27.65 | 0.65 | |
| The Hershey Co* | Consumer Defensive | 4.98 | 0.63 | |
| Medtronic PLC* | Healthcare | 18.35 | 0.62 | |
| American Electric Power Co Inc* | Utilities | 17.42 | 0.62 | |
| Intercontinental Exchange Inc* | Financial Services | 15.19 | 0.59 | |
| Starbucks Corp* | Consumer Cyclical | -3.73 | 0.58 | |
| Time Warner Inc* | Consumer Cyclical | 6.08 | 0.51 | |
| Thermo Fisher Scientific Inc* | Healthcare | 22.52 | 0.51 | |
| Citigroup Inc* | Financial Services | 13.11 | 0.46 | |
Best 5-Year Relative Performance | More
08-18-17
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Income Y | 1 | -- | ||
| Pioneer Dynamic Credit Y | 3 | -- | ||
| Pioneer Flexible Opportuniti | 9 | -- | ||
| Pioneer AMT-Free Municipal A | 10 | -- | ||
| Pioneer Equity Income A | 11 | 01-09-17 | ||
Worst 5-Year Relative Performance | More
08-18-17
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Emerging Markets A | 92 | -- | ||
| Pioneer Solutions Balanced A | 90 | -- | ||
| Pioneer Solutions Growth A | 88 | -- | ||
| Pioneer Global High Yield A | 80 | -- | ||
| Pioneer Core Equity A | 74 | -- | ||
Lowest Expenses | More
08-18-17
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Ultrasho | 0.50 | 02-13-17 | ||
| Pioneer Short Term Income Y | 0.59 | 02-08-17 | ||
| Pioneer Multi-Asset Income Y | 0.65 | -- | ||
| Pioneer Solutions Growth A | 0.65 | -- | ||
| Pioneer Solutions Balanced A | 0.67 | -- | ||
Highest Expenses | More
08-18-17
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Emerging Markets A | 1.95 | -- | ||
| Pioneer International Equity | 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
08-18-17
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer Equity Incom | John A. Carey | 21.40 | ||
| Pioneer A | John A. Carey | 16.40 | ||
| Pioneer Global High | Andrew Feltus | 13.20 | ||
| Pioneer Bond A | Kenneth J. Taubes | 11.80 | ||
| Pioneer Floating Rat | Jonathan Sharkey | 10.50 | ||
Shortest Manager Tenure | More
08-18-17
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer US Corporate | Matthew Shulkin | 0.60 | ||
| Pioneer Solutions Ba | Salvatore Buono | 2.80 | ||
| Pioneer Solutions Co | Salvatore Buono | 2.80 | ||
| Pioneer Solutions Gr | Salvatore Buono | 2.80 | ||
| Pioneer Dynamic Cred | Michael Temple | 3.80 | ||