Pioneer Investments Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return13.946.680.007.203.92
    Category Average13.406.15-0.877.013.86
    Assets for Each Yr*34.1636.4435.6138.0939.34
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.92 5.19 7.14

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,341 mil $1,000 56.70 43.30
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 45.44 1.20 Average
    International Stock 2.4 1.08 1.68 Above Avg
    Municipal Bond 3.9 4.61 1.02 Average
    Taxable Bond 3.5 42.95 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 23.33 1.96
    Microsoft Corp* Technology 7.48 1.51
    JPMorgan Chase & Co* Financial Services -0.92 1.01
    The Home Depot Inc* Consumer Cyclical 12.54 0.99
    Amazon.com Inc* Consumer Cyclical 19.82 0.92
    Alphabet Inc C* Technology 9.25 0.92
    CVS Health Corp* Healthcare 1.74 0.90
    Celgene Corp* Healthcare 5.62 0.88
    Alphabet Inc A* Technology 8.39 0.87
    Raytheon Co* Industrials 9.04 0.73
    The Hershey Co* Consumer Defensive 4.44 0.71
    PepsiCo Inc* Consumer Defensive 9.13 0.71
    Medtronic PLC* Healthcare 13.59 0.62
    Mastercard Inc A* Financial Services 11.10 0.59
    PNC Financial Services Group Inc* Financial Services 1.98 0.58
    Intercontinental Exchange Inc* Financial Services 7.43 0.58
    Starbucks Corp* Consumer Cyclical 9.62 0.55
    Schlumberger Ltd* Energy -10.26 0.54
    American Electric Power Co Inc* Utilities 8.72 0.52
    US Bancorp* Financial Services -1.13 0.51

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Equity Incom John A. Carey 21.00
    Pioneer A John A. Carey 16.10
    Pioneer Global High Andrew Feltus 12.90
    Pioneer Bond A Kenneth J. Taubes 11.40
    Pioneer Floating Rat Jonathan Sharkey 10.20

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer US Corporate Matthew Shulkin 0.30
    Pioneer Solutions Ba Salvatore Buono 2.40
    Pioneer Solutions Co Salvatore Buono 2.40
    Pioneer Solutions Gr Salvatore Buono 2.40
    Pioneer Dynamic Cred Michael Temple 3.40