Pioneer Investments Fund Family Report
|
Performance
03-31-18
Total ReturnCategory
Average
| Total Return | 6.81 | 0.09 | 7.27 | 13.12 | -0.19 |
| Category Average | 6.24 | -0.82 | 7.03 | 12.99 | -0.13 |
| Assets for Each Yr* | 35.82 | 35.10 | 37.63 | 43.12 | 43.21 |
*billions
Trailing Returns %
03-31-18
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | -0.19 | 6.02 | 7.00 | ||
Key Stats
03-31-18
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $43,207 mil | $1,000 | 49.54 | 50.46 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.3 | 44.87 | 1.18 | Average |
| International Stock | 3.0 | 1.13 | 1.38 | Average |
| Municipal Bond | 3.9 | 4.13 | 1.03 | Average |
| Taxable Bond | 3.5 | 42.99 | 1.12 | Above Avg |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
04-20-18
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Microsoft Corp* | Technology | 11.55 | 2.27 | |
| Apple Inc* | Technology | -1.70 | 2.22 | |
| Alphabet Inc C* | Technology | 2.54 | 1.12 | |
| The Home Depot Inc* | Consumer Cyclical | -6.06 | 1.07 | |
| Alphabet Inc A* | Technology | 2.27 | 0.97 | |
| JPMorgan Chase & Co* | Financial Services | 5.28 | 0.76 | |
| Raytheon Co* | Industrials | 21.91 | 0.74 | |
| Gilead Sciences Inc* | Healthcare | 3.67 | 0.66 | |
| Time Warner Inc* | Consumer Cyclical | 6.09 | 0.65 | |
| PepsiCo Inc* | Consumer Defensive | -13.87 | 0.64 | |
| Citigroup Inc* | Financial Services | -5.50 | 0.61 | |
| Intercontinental Exchange Inc* | Financial Services | 5.74 | 0.52 | |
| Marsh & McLennan Companies Inc* | Financial Services | 2.78 | 0.52 | |
| Cisco Systems Inc* | Technology | 16.74 | 0.50 | |
| Masco Corp* | Basic Materials | -10.22 | 0.49 | |
| EOG Resources Inc* | Energy | 5.94 | 0.48 | |
| CDW Corp* | Technology | 3.24 | 0.47 | |
| Thermo Fisher Scientific Inc* | Healthcare | 13.79 | 0.46 | |
| Ross Stores Inc* | Consumer Cyclical | -3.37 | 0.45 | |
| Ecolab Inc* | Basic Materials | 11.02 | 0.43 | |
Best 5-Year Relative Performance | More
04-20-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Income Y | 7 | -- | ||
| Pioneer Multi-Asset Ultrasho | 12 | 02-02-18 | ||
| Pioneer Bond A | 13 | 12-19-17 | ||
| Pioneer High Yield Y | 17 | 12-05-17 | ||
| Pioneer Select Mid Cap Growt | 18 | 05-11-17 | ||
Worst 5-Year Relative Performance | More
04-20-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Global High Yield A | 86 | -- | ||
| Pioneer High Income Municipa | 71 | -- | ||
| Pioneer Fundamental Growth A | 68 | -- | ||
| Pioneer Disciplined Growth A | 63 | -- | ||
| Pioneer Floating Rate A | 62 | 11-30-17 | ||
Lowest Expenses | More
04-20-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Ultrasho | 0.50 | 02-02-18 | ||
| Pioneer Short Term Income Y | 0.61 | 02-06-18 | ||
| Pioneer Multi-Asset Income Y | 0.65 | -- | ||
| Pioneer Solutions Balanced A | 0.68 | -- | ||
| Pioneer AMT-Free Municipal A | 0.80 | -- | ||
Highest Expenses | More
04-20-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Corporate High Yield | 1.79 | -- | ||
| Pioneer Real Estate A | 1.48 | -- | ||
| Pioneer International Equity | 1.38 | -- | ||
| Pioneer Global Equity A | 1.27 | -- | ||
| Pioneer Global High Yield A | 1.18 | -- | ||
Longest Manager Tenure | More
04-20-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer A | John A. Carey | 17.10 | ||
| Pioneer Equity Incom | John A. Carey | 14.70 | ||
| Pioneer Floating Rat | Jonathan Sharkey | 11.20 | ||
| Pioneer Strategic In | Kenneth J. Taubes | 9.90 | ||
| Pioneer Global High | Andrew Feltus | 8.60 | ||
Shortest Manager Tenure | More
04-20-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer Real Estate | Raymond Haddad | 0.30 | ||
| Pioneer Corporate Hi | Matthew Shulkin | 0.90 | ||
| Pioneer Mid Cap Valu | Edward T. Shadek | 2.70 | ||
| Pioneer Solutions Ba | Salvatore Buono | 3.40 | ||
| Pioneer Dynamic Cred | Michael Temple | 4.40 | ||