Pioneer Investments Fund Family Report
|
Performance
08-31-19
Total ReturnCategory
Average
| Total Return | 0.09 | 7.27 | 13.12 | -2.42 | 12.84 |
| Category Average | -0.85 | 7.10 | 13.03 | -2.52 | 12.36 |
| Assets for Each Yr* | 35.10 | 37.63 | 43.12 | 40.30 | 44.67 |
*billions
Trailing Returns %
08-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 12.84 | 8.01 | 6.09 | ||
Key Stats
08-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $44,669 mil | $1,000 | 44.79 | 55.21 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.6 | 44.16 | 1.16 | Average |
| International Stock | 2.0 | 0.77 | 1.32 | Average |
| Municipal Bond | 3.9 | 6.21 | 1.02 | Average |
| Taxable Bond | 3.3 | 29.13 | 1.08 | Average |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-16-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
Best 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Ultrasho | 10 | 02-01-19 | ||
| Pioneer Equity Income A | 11 | 10-31-18 | ||
| Pioneer Classic Balanced Y | 15 | -- | ||
| Pioneer A | 17 | 12-28-18 | ||
| Pioneer Flexible Opportuniti | 17 | 12-17-18 | ||
Worst 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Global High Yield A | 95 | -- | ||
| Pioneer Mid Cap Value A | 84 | -- | ||
| Pioneer Solutions Balanced A | 80 | -- | ||
| Pioneer Global Equity A | 78 | -- | ||
| Pioneer International Equity | 77 | -- | ||
Lowest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Multi-Asset Ultrasho | 0.45 | 02-01-19 | ||
| Pioneer Solutions Balanced A | 0.57 | -- | ||
| Pioneer Short Term Income Y | 0.64 | 02-05-19 | ||
| Pioneer Multi-Asset Income Y | 0.65 | -- | ||
| Pioneer Corporate High Yield | 0.75 | -- | ||
Highest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Pioneer Real Estate A | 1.68 | -- | ||
| Pioneer Global Equity A | 1.24 | -- | ||
| Pioneer International Equity | 1.23 | -- | ||
| Pioneer Global High Yield A | 1.17 | -- | ||
| Pioneer Disciplined Value A | 1.13 | -- | ||
Longest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer Equity Incom | John A. Carey | 16.10 | ||
| Pioneer Floating Rat | Jonathan Sharkey | 12.60 | ||
| Pioneer Global High | Andrew Feltus | 10.00 | ||
| Pioneer AMT-Free Mun | David J. Eurkus | 9.80 | ||
| Pioneer Fundamental | Andrew Acheson | 9.80 | ||
Shortest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Pioneer Mid Cap Valu | Raymond Haddad | 1.30 | ||
| Pioneer Solutions Ba | Marco Pirondini | 1.60 | ||
| Pioneer Real Estate | Raymond Haddad | 1.70 | ||
| Pioneer Short Term I | Seth Roman | 2.00 | ||
| Pioneer Corporate Hi | Matthew Shulkin | 2.30 | ||