Pioneer Investments Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return6.810.097.2713.121.59
    Category Average6.24-0.827.0312.991.71
    Assets for Each Yr*35.8235.1037.6343.1242.57
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.59 6.78 5.96

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $42,569 mil $1,000 46.14 53.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 45.02 1.18 Average
    International Stock 2.9 0.91 1.38 Average
    Municipal Bond 3.4 4.34 1.01 Average
    Taxable Bond 3.3 42.61 1.11 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services -15.11 0.76
    Medtronic PLC* Healthcare 20.33 0.72
    JPMorgan Chase & Co* Financial Services -3.22 0.71
    Ross Stores Inc* Consumer Cyclical 1.93 0.55
    Facebook Inc A* Technology -18.11 0.49
    Zoetis Inc Class A* Healthcare 26.64 0.49
    Accenture PLC A* Technology 5.43 0.40
    McDonald's Corp* Consumer Cyclical 8.36 0.37
    Gilead Sciences Inc* Healthcare -2.50 0.34
    International Flavors & Fragranc* Basic Materials -9.02 0.28
    Broadcom Inc* Technology 1.30 0.27
    Amgen Inc* Healthcare 15.98 0.21
    EOG Resources Inc* Energy -2.99 0.21
    Halliburton Co* Energy -37.94 0.21
    Cisco Systems Inc* Technology 26.29 0.17
    Pfizer Inc* Healthcare 25.68 0.17
    Walmart Inc* Consumer Defensive -3.61 0.15
    Nucor Corp* Basic Materials -9.66 0.14
    Progressive Corp* Financial Services 15.74 0.14
    Crown Castle International Corp* RealEstate 6.86 0.13

    Best 5-Year Relative Performance | More
    12-12-18

    Worst 5-Year Relative Performance | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.70
    Pioneer Equity Incom John A. Carey 15.40
    Pioneer Floating Rat Jonathan Sharkey 11.80
    Pioneer Global High Andrew Feltus 9.20
    Pioneer AMT-Free Mun David J. Eurkus 9.00

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 0.90
    Pioneer Solutions Ba Marco Pirondini 0.90
    Pioneer Short Term I Seth Roman 1.30
    Pioneer Corporate Hi Matthew Shulkin 1.60
    Pioneer Core Equity Craig Sterling 2.10