Pioneer Investments Fund Family Report
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    • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return6.810.097.2713.122.81
    Category Average6.24-0.827.0312.993.26
    Assets for Each Yr*35.8235.1037.6343.1244.15
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.81 6.78 7.13

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,154 mil $1,000 47.96 52.04
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 45.60 1.18 Average
    International Stock 3.2 1.03 1.38 Average
    Municipal Bond 3.6 4.23 1.03 Average
    Taxable Bond 3.6 41.91 1.11 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 27.24 2.26
    The Home Depot Inc* Consumer Cyclical 4.27 1.28
    PepsiCo Inc* Consumer Defensive -2.69 1.03
    Alphabet Inc A* Technology 15.42 0.99
    Alphabet Inc C* Technology 14.77 0.90
    Booking Holdings Inc* Consumer Cyclical 5.92 0.71
    JPMorgan Chase & Co* Financial Services 8.89 0.70
    Bank of America Corporation* Financial Services 4.95 0.57
    Intercontinental Exchange Inc* Financial Services 5.63 0.54
    AT&T Inc* Communication Services -11.19 0.53
    Zoetis Inc Class A* Healthcare 27.50 0.50
    Visa Inc Class A* Financial Services 24.50 0.48
    Emerson Electric Co* Industrials 9.51 0.46
    Accenture PLC A* Technology 8.58 0.43
    Laboratory Corp of America Holdi* Healthcare 14.22 0.43
    Lowe's Companies Inc* Consumer Cyclical 6.82 0.41
    Gilead Sciences Inc* Healthcare 3.38 0.40
    Electronic Arts Inc* Technology 21.84 0.38
    Merck & Co Inc* Healthcare 24.44 0.37
    Micron Technology Inc* Technology 14.57 0.37

    Best 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Multi-Asset Income Y 7 --
    Pioneer Equity Income A 12 12-18-17
    Pioneer Multi-Asset Ultrasho 13 02-02-18
    Pioneer Classic Balanced Y 18 --
    Pioneer Bond A 20 12-19-17

    Worst 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Global High Yield A 91 --
    Pioneer Mid Cap Value A 78 --
    Pioneer Real Estate A 74 --
    Pioneer High Income Municipa 67 --
    Pioneer Disciplined Growth A 66 --

    Lowest Expenses | More
    08-17-18

    Fund Name Expense Ratio Analyst Report  
    Pioneer Multi-Asset Ultrasho 0.46 02-02-18
    Pioneer Short Term Income Y 0.61 02-06-18
    Pioneer Multi-Asset Income Y 0.65 --
    Pioneer Solutions Balanced A 0.68 --
    Pioneer AMT-Free Municipal A 0.80 --

    Highest Expenses | More
    08-17-18

    Fund Name Expense Ratio Analyst Report  
    Pioneer Corporate High Yield 1.79 --
    Pioneer Real Estate A 1.48 --
    Pioneer International Equity 1.38 --
    Pioneer Global Equity A 1.27 --
    Pioneer Global High Yield A 1.18 --

    Longest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.40
    Pioneer Equity Incom John A. Carey 15.10
    Pioneer Floating Rat Jonathan Sharkey 11.50
    Pioneer Global High Andrew Feltus 8.90
    Pioneer AMT-Free Mun David J. Eurkus 8.70

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 0.60
    Pioneer Solutions Ba Marco Pirondini 0.60
    Pioneer Short Term I Seth Roman 0.90
    Pioneer Corporate Hi Matthew Shulkin 1.20
    Pioneer Core Equity Craig Sterling 1.80