Pioneer Investments Fund Family Report
|
Performance
05-31-17
Total ReturnCategory
Average
| Total Return | 13.94 | 6.68 | 0.00 | 7.20 | 6.19 |
| Category Average | 13.40 | 6.15 | -0.87 | 7.01 | 6.03 |
| Assets for Each Yr* | 34.16 | 36.44 | 35.61 | 38.09 | 40.58 |
*billions
Trailing Returns %
05-31-17
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 6.19 | 5.32 | 8.44 | ||
Key Stats
05-31-17
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $40,579 mil | $1,000 | 55.42 | 44.58 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.3 | 45.43 | 1.20 | Average |
| International Stock | 2.7 | 1.13 | 1.68 | Above Avg |
| Municipal Bond | 3.9 | 4.65 | 1.02 | Average |
| Taxable Bond | 3.6 | 42.93 | 1.04 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
06-27-17
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
| Apple Inc* | Technology | 25.13 | 1.88 | |
| Microsoft Corp* | Technology | 12.63 | 1.58 | |
| The Home Depot Inc* | Consumer Cyclical | 14.87 | 1.16 | |
| Alphabet Inc C* | Technology | 20.15 | 1.00 | |
| JPMorgan Chase & Co* | Financial Services | 3.18 | 0.98 | |
| Alphabet Inc A* | Technology | 19.64 | 0.90 | |
| Amazon.com Inc* | Consumer Cyclical | 30.26 | 0.89 | |
| Celgene Corp* | Healthcare | 13.05 | 0.88 | |
| CVS Health Corp* | Healthcare | 3.27 | 0.83 | |
| PepsiCo Inc* | Consumer Defensive | 12.30 | 0.74 | |
| The Hershey Co* | Consumer Defensive | 5.79 | 0.68 | |
| Raytheon Co* | Industrials | 14.05 | 0.67 | |
| Mastercard Inc A* | Financial Services | 19.30 | 0.62 | |
| Medtronic PLC* | Healthcare | 25.26 | 0.60 | |
| Starbucks Corp* | Consumer Cyclical | 7.10 | 0.57 | |
| Intercontinental Exchange Inc* | Financial Services | 16.59 | 0.56 | |
| American Electric Power Co Inc* | Utilities | 14.20 | 0.53 | |
| Schlumberger Ltd* | Energy | -20.95 | 0.51 | |
| Time Warner Inc* | Consumer Cyclical | 3.71 | 0.50 | |
| Thermo Fisher Scientific Inc* | Healthcare | 23.32 | 0.49 | |
Best 5-Year Relative Performance | More
06-27-17
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Dynamic Credit Y | 2 | -- | ||
| Pioneer Multi-Asset Income Y | 2 | -- | ||
| Pioneer AMT-Free Municipal A | 7 | -- | ||
| Pioneer High Yield Y | 10 | -- | ||
| Pioneer Flexible Opportuniti | 11 | -- | ||
Worst 5-Year Relative Performance | More
06-27-17
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Emerging Markets A | 92 | -- | ||
| Pioneer Solutions Balanced A | 90 | -- | ||
| Pioneer Solutions Growth A | 89 | -- | ||
| Pioneer Global High Yield A | 82 | -- | ||
| Pioneer Core Equity A | 76 | -- | ||
Lowest Expenses | More
06-27-17
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Ultrasho | 0.50 | 02-13-17 | ||
| Pioneer Short Term Income Y | 0.59 | 02-08-17 | ||
| Pioneer Multi-Asset Income Y | 0.65 | -- | ||
| Pioneer Solutions Growth A | 0.65 | -- | ||
| Pioneer Solutions Balanced A | 0.67 | -- | ||
Highest Expenses | More
06-27-17
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Emerging Markets A | 1.95 | -- | ||
| Pioneer International Equity | 1.45 | -- | ||
| Pioneer Real Estate A | 1.41 | -- | ||
| Pioneer Global Equity A | 1.30 | -- | ||
| Pioneer Global High Yield A | 1.19 | -- | ||
Longest Manager Tenure | More
06-27-17
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer Equity Incom | John A. Carey | 21.20 | ||
| Pioneer A | John A. Carey | 16.30 | ||
| Pioneer Global High | Andrew Feltus | 13.00 | ||
| Pioneer Bond A | Kenneth J. Taubes | 11.60 | ||
| Pioneer Floating Rat | Jonathan Sharkey | 10.40 | ||
Shortest Manager Tenure | More
06-27-17
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer US Corporate | Matthew Shulkin | 0.50 | ||
| Pioneer Solutions Ba | Salvatore Buono | 2.60 | ||
| Pioneer Solutions Co | Salvatore Buono | 2.60 | ||
| Pioneer Solutions Gr | Salvatore Buono | 2.60 | ||
| Pioneer Dynamic Cred | Michael Temple | 3.60 | ||