Pioneer Investments Fund Family Report
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  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return6.810.097.2713.152.70
    Category Average6.24-0.827.0312.992.86
    Assets for Each Yr*35.8235.1037.6343.1244.47
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.70 7.94 8.16

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,470 mil $1,000 50.16 49.84
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 46.73 1.19 Average
    International Stock 3.4 1.20 1.38 Average
    Municipal Bond 3.6 4.01 1.03 Average
    Taxable Bond 3.6 41.89 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 1.46 2.09
    Microsoft Corp* Technology 7.45 2.08
    The Home Depot Inc* Consumer Cyclical -3.41 1.28
    Alphabet Inc C* Technology 6.21 1.08
    Alphabet Inc A* Technology 5.73 0.95
    Mastercard Inc A* Financial Services 14.01 0.81
    JPMorgan Chase & Co* Financial Services 8.24 0.77
    PepsiCo Inc* Consumer Defensive -9.94 0.71
    Marsh & McLennan Companies Inc* Financial Services 2.14 0.65
    Raytheon Co* Industrials 15.30 0.65
    Gilead Sciences Inc* Healthcare 12.63 0.63
    Cisco Systems Inc* Technology 13.84 0.60
    Citigroup Inc* Financial Services 3.91 0.59
    EOG Resources Inc* Energy -1.79 0.54
    Masco Corp* Basic Materials -3.27 0.52
    Time Warner Inc* Consumer Cyclical 4.08 0.52
    Intercontinental Exchange Inc* Financial Services 3.26 0.51
    Ross Stores Inc* Consumer Cyclical -2.95 0.47
    Medtronic PLC* Healthcare -0.04 0.44
    Lowe's Companies Inc* Consumer Cyclical 3.02 0.44

    Worst 5-Year Relative Performance | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Equity Incom John A. Carey 21.90
    Pioneer A John A. Carey 16.90
    Pioneer Floating Rat Jonathan Sharkey 11.00
    Pioneer Strategic In Kenneth J. Taubes 9.70
    Pioneer Global High Andrew Feltus 9.30

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 0.10
    Pioneer Corporate Hi Matthew Shulkin 0.80
    Pioneer Solutions Ba Salvatore Buono 3.30
    Pioneer Dynamic Cred Michael Temple 4.30
    Pioneer Core Equity John Peckham 4.40