Pioneer Investments Fund Family Report
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    • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.097.2713.12-2.4210.62
    Category Average-0.857.1013.03-2.5210.69
    Assets for Each Yr*35.1037.6343.1240.3044.05
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 10.62 8.77 6.48

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,045 mil $1,000 45.53 54.47
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 45.56 1.16 Average
    International Stock 2.4 0.87 1.32 Average
    Municipal Bond 3.5 5.16 1.02 Average
    Taxable Bond 3.4 29.14 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Marsh & McLennan Companies Inc* Financial Services 21.05 0.56
    Elanco Animal Health Inc* Healthcare 4.66 0.51
    Progressive Corp* Financial Services 33.37 0.51
    Zoetis Inc Class A* Healthcare 20.71 0.51
    Booking Holdings Inc* Consumer Cyclical 4.70 0.48
    Ross Stores Inc* Consumer Cyclical 15.55 0.46
    Emerson Electric Co* Industrials 11.53 0.43
    Broadcom Inc* Technology 17.96 0.40
    United Parcel Service Inc Class * Industrials 4.86 0.36
    Cisco Systems Inc* Technology 30.65 0.29
    The Hartford Financial Services * Financial Services 21.26 0.23
    Lam Research Corp* Technology 43.61 0.22
    Walmart Inc* Consumer Defensive 9.90 0.21
    Xilinx Inc* Technology 25.47 0.17
    Tractor Supply Co* Consumer Cyclical 21.46 0.17
    Pfizer Inc* Healthcare -2.96 0.16
    SVB Financial Group* Financial Services 22.31 0.15
    BlackRock Inc* Financial Services 14.69 0.14
    Exxon Mobil Corp* Energy 14.46 0.13
    Waste Management Inc* Industrials 21.94 0.11

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Multi-Asset Ultrasho 14 02-01-19
    Pioneer Global Multisector I 15 --
    Pioneer Equity Income A 18 10-31-18
    Pioneer Classic Balanced Y 21 --
    Pioneer Flexible Opportuniti 21 12-17-18

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Global High Yield A 93 --
    Pioneer Mid Cap Value A 82 --
    Pioneer Solutions Balanced A 74 --
    Pioneer Real Estate A 73 --
    Pioneer Global Equity A 69 --

    Lowest Expenses | More
    05-16-19

    Fund Name Expense Ratio Analyst Report  
    Pioneer Multi-Asset Ultrasho 0.46 02-01-19
    Pioneer Solutions Balanced A 0.57 --
    Pioneer Short Term Income Y 0.64 02-05-19
    Pioneer Multi-Asset Income Y 0.65 --
    Pioneer Corporate High Yield 0.75 --

    Highest Expenses | More
    05-16-19

    Fund Name Expense Ratio Analyst Report  
    Pioneer Real Estate A 1.68 --
    Pioneer Global Equity A 1.24 --
    Pioneer International Equity 1.23 --
    Pioneer Global High Yield A 1.17 --
    Pioneer Disciplined Value A 1.13 --

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 18.20
    Pioneer Equity Incom John A. Carey 15.80
    Pioneer Floating Rat Jonathan Sharkey 12.30
    Pioneer Global High Andrew Feltus 9.70
    Pioneer AMT-Free Mun David J. Eurkus 9.50

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Solutions Ba Marco Pirondini 1.30
    Pioneer Real Estate Raymond Haddad 1.40
    Pioneer Short Term I Seth Roman 1.70
    Pioneer Corporate Hi Matthew Shulkin 2.00
    Pioneer Core Equity Craig Sterling 2.50