Pioneer Investments Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return6.810.097.2713.121.59
    Category Average6.24-0.827.0312.991.71
    Assets for Each Yr*35.8235.1037.6343.1242.57
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.59 6.78 5.96

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $42,569 mil $1,000 46.14 53.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 45.02 1.18 Average
    International Stock 2.9 0.91 1.38 Average
    Municipal Bond 3.4 4.34 1.01 Average
    Taxable Bond 3.3 42.61 1.11 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-10-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.25 2.17
    Apple Inc* Technology 1.89 1.74
    PepsiCo Inc* Consumer Defensive -0.12 1.11
    Bank of America Corporation* Financial Services -14.30 0.76
    Medtronic PLC* Healthcare 20.05 0.72
    JPMorgan Chase & Co* Financial Services -2.90 0.71
    Booking Holdings Inc* Consumer Cyclical 5.08 0.62
    Visa Inc Class A* Financial Services 21.70 0.52
    Facebook Inc A* Technology -19.61 0.49
    Merck & Co Inc* Healthcare 40.15 0.42
    Accenture PLC A* Technology 4.85 0.40
    Masco Corp* Basic Materials -30.87 0.35
    Lowe's Companies Inc* Consumer Cyclical -1.86 0.31
    Broadcom Inc* Technology -4.83 0.27
    Analog Devices Inc* Technology 1.54 0.26
    The Cooper Companies Inc* Healthcare 16.18 0.26
    Mondelez International Inc Class* Consumer Defensive 4.28 0.25
    Colgate-Palmolive Co* Consumer Defensive -13.59 0.24
    CME Group Inc Class A* Financial Services 32.25 0.23
    Amgen Inc* Healthcare 14.65 0.21

    Best 5-Year Relative Performance | More
    12-10-18

    Worst 5-Year Relative Performance | More
    12-10-18

    Highest Expenses | More
    12-10-18

    Longest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.70
    Pioneer Equity Incom John A. Carey 15.40
    Pioneer Floating Rat Jonathan Sharkey 11.80
    Pioneer Global High Andrew Feltus 9.20
    Pioneer AMT-Free Mun David J. Eurkus 9.00

    Shortest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 0.90
    Pioneer Solutions Ba Marco Pirondini 0.90
    Pioneer Short Term I Seth Roman 1.30
    Pioneer Corporate Hi Matthew Shulkin 1.60
    Pioneer Core Equity Craig Sterling 2.10