Pioneer Investments Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.097.2713.12-2.424.45
    Category Average-0.827.0312.99-2.504.95
    Assets for Each Yr*35.1037.6343.1240.3041.82
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.45 8.21 5.97

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $41,821 mil $1,000 46.03 53.97
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 44.18 1.17 Average
    International Stock 2.5 0.88 1.32 Average
    Municipal Bond 3.5 4.72 1.01 Average
    Taxable Bond 3.4 43.13 1.06 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    PepsiCo Inc* Consumer Defensive 4.93 1.24
    Eli Lilly and Co* Healthcare 6.10 0.94
    Raytheon Co* Industrials 20.39 0.84
    AT&T Inc* Communication Services 9.11 0.79
    Medtronic PLC* Healthcare 1.51 0.67
    Bank of America Corporation* Financial Services 18.22 0.55
    Stanley Black & Decker Inc* Industrials 14.05 0.52
    Zoetis Inc Class A* Healthcare 11.15 0.50
    JPMorgan Chase & Co* Financial Services 8.56 0.45
    International Flavors & Fragranc* Basic Materials -4.59 0.44
    Broadcom Inc* Technology 10.77 0.38
    Ecolab Inc* Basic Materials 13.55 0.37
    Accenture PLC A* Technology 13.10 0.35
    United Parcel Service Inc Class * Industrials 13.58 0.32
    Walt Disney Co* Consumer Cyclical 3.52 0.29
    Amgen Inc* Healthcare -3.21 0.25
    CME Group Inc Class A* Financial Services -7.35 0.25
    Walmart Inc* Consumer Defensive 9.72 0.23
    United Rentals Inc* Industrials 30.98 0.20
    American Express Co* Financial Services 12.14 0.19

    Best 5-Year Relative Performance | More
    02-19-19

    Worst 5-Year Relative Performance | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.90
    Pioneer Equity Incom John A. Carey 15.60
    Pioneer Floating Rat Jonathan Sharkey 12.00
    Pioneer Global High Andrew Feltus 9.40
    Pioneer AMT-Free Mun David J. Eurkus 9.20

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 1.10
    Pioneer Solutions Ba Marco Pirondini 1.10
    Pioneer Short Term I Seth Roman 1.40
    Pioneer Corporate Hi Matthew Shulkin 1.80
    Pioneer Core Equity Craig Sterling 2.30