Pioneer Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.810.097.2713.12-0.19
    Category Average6.24-0.827.0312.99-0.13
    Assets for Each Yr*35.8235.1037.6343.1243.21
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.19 6.02 7.00

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $43,207 mil $1,000 49.54 50.46
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 44.87 1.18 Average
    International Stock 3.0 1.13 1.38 Average
    Municipal Bond 3.9 4.13 1.03 Average
    Taxable Bond 3.5 42.99 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 11.55 2.27
    Apple Inc* Technology -1.70 2.22
    Alphabet Inc C* Technology 2.54 1.12
    The Home Depot Inc* Consumer Cyclical -6.06 1.07
    Alphabet Inc A* Technology 2.27 0.97
    JPMorgan Chase & Co* Financial Services 5.28 0.76
    Raytheon Co* Industrials 21.91 0.74
    Gilead Sciences Inc* Healthcare 3.67 0.66
    Time Warner Inc* Consumer Cyclical 6.09 0.65
    PepsiCo Inc* Consumer Defensive -13.87 0.64
    Citigroup Inc* Financial Services -5.50 0.61
    Intercontinental Exchange Inc* Financial Services 5.74 0.52
    Marsh & McLennan Companies Inc* Financial Services 2.78 0.52
    Cisco Systems Inc* Technology 16.74 0.50
    Masco Corp* Basic Materials -10.22 0.49
    EOG Resources Inc* Energy 5.94 0.48
    CDW Corp* Technology 3.24 0.47
    Thermo Fisher Scientific Inc* Healthcare 13.79 0.46
    Ross Stores Inc* Consumer Cyclical -3.37 0.45
    Ecolab Inc* Basic Materials 11.02 0.43

    Worst 5-Year Relative Performance | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.10
    Pioneer Equity Incom John A. Carey 14.70
    Pioneer Floating Rat Jonathan Sharkey 11.20
    Pioneer Strategic In Kenneth J. Taubes 9.90
    Pioneer Global High Andrew Feltus 8.60

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 0.30
    Pioneer Corporate Hi Matthew Shulkin 0.90
    Pioneer Mid Cap Valu Edward T. Shadek 2.70
    Pioneer Solutions Ba Salvatore Buono 3.40
    Pioneer Dynamic Cred Michael Temple 4.40