Pioneer Investments Fund Family Report
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  • Performance
    05-31-18

    Total ReturnCategory Average
    Total Return6.810.097.2713.120.86
    Category Average6.24-0.827.0312.991.35
    Assets for Each Yr*35.8235.1037.6343.1243.46
    *billions

    Trailing Returns %
    05-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.86 5.97 6.87

    Key Stats
    05-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $43,458 mil $1,000 48.86 51.14
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 45.04 1.18 Average
    International Stock 3.3 1.08 1.38 Average
    Municipal Bond 3.6 4.19 1.03 Average
    Taxable Bond 3.6 42.37 1.11 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 18.37 2.22
    Apple Inc* Technology 10.08 1.82
    The Home Depot Inc* Consumer Cyclical 5.24 1.23
    Alphabet Inc A* Technology 11.00 0.94
    Alphabet Inc C* Technology 10.42 0.90
    Raytheon Co* Industrials 3.83 0.77
    JPMorgan Chase & Co* Financial Services -0.07 0.73
    Booking Holdings Inc* Consumer Cyclical 21.01 0.70
    PepsiCo Inc* Consumer Defensive -8.19 0.70
    Mastercard Inc A* Financial Services 33.44 0.69
    EOG Resources Inc* Energy 10.15 0.57
    Gilead Sciences Inc* Healthcare 0.80 0.55
    Visa Inc Class A* Financial Services 19.06 0.55
    Intercontinental Exchange Inc* Financial Services 6.69 0.52
    Marsh & McLennan Companies Inc* Financial Services 1.18 0.52
    Ecolab Inc* Basic Materials 4.11 0.48
    Ross Stores Inc* Consumer Cyclical 7.70 0.47
    Thermo Fisher Scientific Inc* Healthcare 10.12 0.47
    CDW Corp* Technology 21.15 0.46
    Cisco Systems Inc* Technology 14.41 0.41

    Worst 5-Year Relative Performance | More
    06-22-18

    Highest Expenses | More
    06-22-18

    Longest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.30
    Pioneer Equity Incom John A. Carey 14.90
    Pioneer Floating Rat Jonathan Sharkey 11.40
    Pioneer Global High Andrew Feltus 8.80
    Pioneer AMT-Free Mun David J. Eurkus 8.60

    Shortest Manager Tenure | More
    06-22-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Solutions Ba Marco Pirondini 0.40
    Pioneer Real Estate Raymond Haddad 0.50
    Pioneer Short Term I Seth Roman 0.80
    Pioneer Corporate Hi Matthew Shulkin 1.10
    Pioneer Core Equity Craig Sterling 1.60