Pioneer Investments Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return13.946.680.007.203.64
    Category Average13.406.15-0.877.013.64
    Assets for Each Yr*34.1636.4435.6138.0939.05
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.64 5.20 7.28

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $39,053 mil $1,000 57.60 42.40
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 45.62 1.20 Average
    International Stock 2.3 1.08 1.68 Above Avg
    Municipal Bond 3.9 4.56 1.02 Average
    Taxable Bond 3.5 42.77 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-23-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 22.16 1.74
    Microsoft Corp* Technology 5.02 1.56
    The Home Depot Inc* Consumer Cyclical 11.04 0.96
    Amazon.com Inc* Consumer Cyclical 13.00 0.92
    CVS Health Corp* Healthcare -0.14 0.90
    JPMorgan Chase & Co* Financial Services 1.83 0.90
    Alphabet Inc C* Technology 5.93 0.89
    Alphabet Inc A* Technology 5.96 0.83
    Celgene Corp* Healthcare 6.45 0.83
    The Hershey Co* Consumer Defensive 5.11 0.70
    Raytheon Co* Industrials 7.86 0.70
    Medtronic PLC* Healthcare 14.12 0.60
    US Bancorp* Financial Services 2.36 0.60
    PNC Financial Services Group Inc* Financial Services 2.45 0.59
    Mastercard Inc A* Financial Services 8.30 0.59
    PepsiCo Inc* Consumer Defensive 7.55 0.59
    Intercontinental Exchange Inc* Financial Services 6.47 0.57
    Schlumberger Ltd* Energy -6.89 0.55
    Starbucks Corp* Consumer Cyclical 1.04 0.55
    AT&T Inc* Communication Services -0.92 0.54

    Best 5-Year Relative Performance | More
    03-23-17

    Worst 5-Year Relative Performance | More
    03-23-17

    Highest Expenses | More
    03-23-17

    Longest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Equity Incom John A. Carey 20.90
    Pioneer A John A. Carey 16.00
    Pioneer Global High Andrew Feltus 12.80
    Pioneer Bond A Kenneth J. Taubes 11.30
    Pioneer Floating Rat Jonathan Sharkey 10.10

    Shortest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer US Corporate Matthew Shulkin 0.20
    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