Pioneer Investments Fund Family Report
|
Performance
09-30-18
Total ReturnCategory
Average
| Total Return | -- | -- | -- | -- | 4.58 |
| Category Average | 6.24 | -0.82 | 7.03 | 12.99 | 5.14 |
| Assets for Each Yr* | 35.82 | 35.10 | 37.63 | 43.12 | 44.58 |
*billions
Trailing Returns %
09-30-18
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 4.58 | 9.20 | 7.39 | ||
Key Stats
09-30-18
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $44,576 mil | $1,000 | 46.92 | 53.08 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.1 | 46.21 | 1.18 | Average |
| International Stock | 3.3 | 1.00 | 1.38 | Average |
| Municipal Bond | 3.8 | 4.27 | 1.03 | Average |
| Taxable Bond | 3.3 | 41.26 | 1.11 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
10-18-18
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Microsoft Corp* | Technology | 25.30 | 2.24 | |
| PepsiCo Inc* | Consumer Defensive | -10.17 | 1.08 | |
| Alphabet Inc A* | Technology | 3.55 | 0.94 | |
| Alphabet Inc Class C* | Technology | 3.15 | 0.93 | |
| Raytheon Co* | Industrials | 3.48 | 0.86 | |
| Bank of America Corporation* | Financial Services | -2.61 | 0.77 | |
| JPMorgan Chase & Co* | Financial Services | 3.43 | 0.77 | |
| AT&T Inc* | Communication Services | -13.19 | 0.75 | |
| Visa Inc Class A* | Financial Services | 17.84 | 0.51 | |
| Zoetis Inc Class A* | Healthcare | 21.29 | 0.49 | |
| CDW Corp* | Technology | 16.53 | 0.47 | |
| Lowe's Companies Inc* | Consumer Cyclical | 13.55 | 0.39 | |
| FedEx Corp* | Industrials | -12.15 | 0.38 | |
| Johnson & Johnson* | Healthcare | -2.32 | 0.38 | |
| UnitedHealth Group Inc* | Healthcare | 17.79 | 0.35 | |
| Adobe Systems Inc* | Technology | 36.24 | 0.33 | |
| Electronic Arts Inc* | Technology | -1.37 | 0.28 | |
| Charles Schwab Corp* | Financial Services | -5.66 | 0.26 | |
| Colgate-Palmolive Co* | Consumer Defensive | -15.72 | 0.24 | |
| Eli Lilly and Co* | Healthcare | 29.76 | 0.24 | |
Best 5-Year Relative Performance | More
10-18-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Income Y | 6 | -- | ||
| Pioneer Multi-Asset Ultrasho | 13 | 02-02-18 | ||
| Pioneer Bond A | 19 | 12-19-17 | ||
| Pioneer Equity Income A | 21 | 12-18-17 | ||
| Pioneer Classic Balanced Y | 22 | -- | ||
Worst 5-Year Relative Performance | More
10-18-18
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Global High Yield A | 91 | -- | ||
| Pioneer Mid Cap Value A | 82 | -- | ||
| Pioneer Real Estate A | 80 | -- | ||
| Pioneer Disciplined Value A | 76 | -- | ||
| Pioneer Core Equity A | 67 | -- | ||
Lowest Expenses | More
10-18-18
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Ultrasho | 0.46 | 02-02-18 | ||
| Pioneer Solutions Balanced A | 0.57 | -- | ||
| Pioneer Short Term Income Y | 0.61 | 02-06-18 | ||
| Pioneer Multi-Asset Income Y | 0.65 | -- | ||
| Pioneer AMT-Free Municipal A | 0.80 | -- | ||
Highest Expenses | More
10-18-18
| 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
10-18-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer A | John A. Carey | 17.60 | ||
| Pioneer Equity Incom | John A. Carey | 15.20 | ||
| Pioneer Floating Rat | Jonathan Sharkey | 11.70 | ||
| Pioneer Global High | Andrew Feltus | 9.10 | ||
| Pioneer AMT-Free Mun | David J. Eurkus | 8.90 | ||
Shortest Manager Tenure | More
10-18-18
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer Solutions Ba | Marco Pirondini | 0.70 | ||
| Pioneer Real Estate | Raymond Haddad | 0.80 | ||
| Pioneer Short Term I | Seth Roman | 1.10 | ||
| Pioneer Corporate Hi | Matthew Shulkin | 1.40 | ||
| Pioneer Core Equity | Craig Sterling | 1.90 | ||