Total Return | 0.09 | 7.27 | 13.12 | -2.42 | 4.45 |
Category Average | -0.82 | 7.03 | 12.99 | -2.50 | 4.95 |
Assets for Each Yr* | 35.10 | 37.63 | 43.12 | 40.30 | 41.82 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 4.45 | 8.21 | 5.97 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$41,821 mil | $1,000 | 46.03 | 53.97 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.0 | 44.18 | 1.17 | Average |
International Stock | 2.5 | 0.88 | 1.32 | Average |
Municipal Bond | 3.5 | 4.72 | 1.01 | Average |
Taxable Bond | 3.4 | 43.13 | 1.06 | Average |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
PepsiCo Inc* | Consumer Defensive | 4.93 | 1.24 | |
Eli Lilly and Co* | Healthcare | 6.10 | 0.94 | |
Raytheon Co* | Industrials | 20.39 | 0.84 | |
AT&T Inc* | Communication Services | 9.11 | 0.79 | |
Medtronic PLC* | Healthcare | 1.51 | 0.67 | |
Bank of America Corporation* | Financial Services | 18.22 | 0.55 | |
Stanley Black & Decker Inc* | Industrials | 14.05 | 0.52 | |
Zoetis Inc Class A* | Healthcare | 11.15 | 0.50 | |
JPMorgan Chase & Co* | Financial Services | 8.56 | 0.45 | |
International Flavors & Fragranc* | Basic Materials | -4.59 | 0.44 | |
Broadcom Inc* | Technology | 10.77 | 0.38 | |
Ecolab Inc* | Basic Materials | 13.55 | 0.37 | |
Accenture PLC A* | Technology | 13.10 | 0.35 | |
United Parcel Service Inc Class * | Industrials | 13.58 | 0.32 | |
Walt Disney Co* | Consumer Cyclical | 3.52 | 0.29 | |
Amgen Inc* | Healthcare | -3.21 | 0.25 | |
CME Group Inc Class A* | Financial Services | -7.35 | 0.25 | |
Walmart Inc* | Consumer Defensive | 9.72 | 0.23 | |
United Rentals Inc* | Industrials | 30.98 | 0.20 | |
American Express Co* | Financial Services | 12.14 | 0.19 | |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Pioneer Multi-Asset Income Y | 12 | -- | ||
Pioneer Multi-Asset Ultrasho | 12 | 02-01-19 | ||
Pioneer Equity Income A | 18 | 10-31-18 | ||
Pioneer Classic Balanced Y | 21 | -- | ||
Pioneer AMT-Free Municipal A | 29 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Pioneer Global High Yield A | 89 | -- | ||
Pioneer Mid Cap Value A | 85 | -- | ||
Pioneer Real Estate A | 76 | -- | ||
Pioneer Solutions Balanced A | 76 | -- | ||
Pioneer International Equity | 72 | -- |
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 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Pioneer Real Estate A | 1.48 | -- | ||
Pioneer Global Equity A | 1.24 | -- | ||
Pioneer International Equity | 1.23 | -- | ||
Pioneer Global High Yield A | 1.17 | -- | ||
Pioneer Disciplined Value A | 1.13 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Pioneer A | John A. Carey | 17.90 | ||
Pioneer Equity Incom | John A. Carey | 15.60 | ||
Pioneer Floating Rat | Jonathan Sharkey | 12.00 | ||
Pioneer Global High | Andrew Feltus | 9.40 | ||
Pioneer AMT-Free Mun | David J. Eurkus | 9.20 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Pioneer Real Estate | Raymond Haddad | 1.10 | ||
Pioneer Solutions Ba | Marco Pirondini | 1.10 | ||
Pioneer Short Term I | Seth Roman | 1.40 | ||
Pioneer Corporate Hi | Matthew Shulkin | 1.80 | ||
Pioneer Core Equity | Craig Sterling | 2.30 |