Pioneer Investments Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return14.106.760.087.2012.45
    Category Average13.386.16-0.866.9912.19
    Assets for Each Yr*33.8836.2635.5037.9943.11
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 12.45 6.28 8.19

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $43,111 mil $1,000 53.87 46.13
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 45.82 1.19 Average
    International Stock 3.7 1.17 1.41 Average
    Municipal Bond 3.8 4.43 1.03 Average
    Taxable Bond 3.6 42.61 1.07 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 48.36 1.90
    Microsoft Corp* Technology 37.99 1.74
    The Home Depot Inc* Consumer Cyclical 39.45 1.11
    Alphabet Inc C* Technology 34.36 0.95
    Celgene Corp* Healthcare -8.35 0.91
    JPMorgan Chase & Co* Financial Services 25.12 0.91
    Alphabet Inc A* Technology 32.42 0.87
    PepsiCo Inc* Consumer Defensive 14.44 0.77
    Raytheon Co* Industrials 34.13 0.73
    Mastercard Inc A* Financial Services 46.02 0.68
    Amazon.com Inc* Consumer Cyclical 54.96 0.64
    CVS Health Corp* Healthcare -4.84 0.64
    American Electric Power Co Inc* Utilities 25.98 0.62
    Medtronic PLC* Healthcare 15.71 0.58
    The Hershey Co* Consumer Defensive 11.91 0.57
    Intercontinental Exchange Inc* Financial Services 26.78 0.54
    Starbucks Corp* Consumer Cyclical 7.46 0.54
    Citigroup Inc* Financial Services 29.01 0.53
    Gilead Sciences Inc* Healthcare 5.82 0.52
    Thermo Fisher Scientific Inc* Healthcare 33.53 0.51

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Equity Incom John A. Carey 21.70
    Pioneer A John A. Carey 16.70
    Pioneer Bond A Kenneth J. Taubes 12.10
    Pioneer Floating Rat Jonathan Sharkey 10.80
    Pioneer Strategic In Kenneth J. Taubes 9.50

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer US Corporate Matthew Shulkin 0.60
    Pioneer Solutions Ba Salvatore Buono 3.10
    Pioneer Solutions Co Salvatore Buono 3.10
    Pioneer Solutions Gr Salvatore Buono 3.10
    Pioneer Dynamic Cred Michael Temple 4.10