Pioneer Investments Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return13.946.680.007.207.94
    Category Average13.406.15-0.877.017.84
    Assets for Each Yr*34.1636.4435.6138.0941.49
    *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

    Worst 5-Year Relative Performance | More
    08-18-17

    Highest Expenses | More
    08-18-17

    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