Pioneer Investments Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return13.946.680.007.205.08
    Category Average13.406.15-0.877.014.92
    Assets for Each Yr*34.1636.4435.6138.0939.94
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 5.08 5.52 7.40

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,942 mil $1,000 55.98 44.02
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 45.59 1.20 Average
    International Stock 2.7 1.10 1.68 Above Avg
    Municipal Bond 3.9 4.59 1.02 Average
    Taxable Bond 3.5 42.85 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 33.99 1.98
    Microsoft Corp* Technology 11.41 1.51
    The Home Depot Inc* Consumer Cyclical 16.98 1.10
    JPMorgan Chase & Co* Financial Services -0.71 1.01
    Amazon.com Inc* Consumer Cyclical 29.45 0.97
    Alphabet Inc C* Technology 22.03 0.93
    Celgene Corp* Healthcare -0.03 0.92
    CVS Health Corp* Healthcare -1.99 0.91
    Alphabet Inc A* Technology 21.66 0.87
    PepsiCo Inc* Consumer Defensive 10.34 0.76
    The Hershey Co* Consumer Defensive 9.63 0.71
    Raytheon Co* Industrials 14.08 0.68
    Mastercard Inc A* Financial Services 15.68 0.62
    Medtronic PLC* Healthcare 18.52 0.60
    Intercontinental Exchange Inc* Financial Services 5.74 0.58
    Schlumberger Ltd* Energy -13.77 0.57
    Starbucks Corp* Consumer Cyclical 11.19 0.57
    American Electric Power Co Inc* Utilities 12.13 0.54
    Time Warner Inc* Consumer Cyclical 1.84 0.50
    Walt Disney Co* Consumer Cyclical 3.27 0.49

    Best 5-Year Relative Performance | More
    05-22-17

    Worst 5-Year Relative Performance | More
    05-22-17

    Highest Expenses | More
    05-22-17

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Equity Incom John A. Carey 21.10
    Pioneer A John A. Carey 16.20
    Pioneer Global High Andrew Feltus 12.90
    Pioneer Bond A Kenneth J. Taubes 11.50
    Pioneer Floating Rat Jonathan Sharkey 10.30

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer US Corporate Matthew Shulkin 0.40
    Pioneer Solutions Ba Salvatore Buono 2.50
    Pioneer Solutions Co Salvatore Buono 2.50
    Pioneer Solutions Gr Salvatore Buono 2.50
    Pioneer Dynamic Cred Michael Temple 3.50