Pioneer Investments Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return13.946.680.007.206.19
    Category Average13.406.15-0.877.016.03
    Assets for Each Yr*34.1636.4435.6138.0940.58
    *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

    Worst 5-Year Relative Performance | More
    06-27-17

    Highest Expenses | More
    06-27-17

    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