Pioneer Investments Fund Family Report
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  • Select a Fund Family

    • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return0.097.2713.12-2.4211.93
    Category Average-0.857.1013.03-2.5211.86
    Assets for Each Yr*35.1037.6343.1240.3044.30
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 11.93 8.67 6.10

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,296 mil $1,000 45.58 54.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 45.02 1.16 Average
    International Stock 2.0 0.82 1.32 Average
    Municipal Bond 3.7 5.65 1.02 Average
    Taxable Bond 3.4 28.91 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 33.89 1.21
    PepsiCo Inc* Consumer Defensive 22.34 1.04
    AT&T Inc* Communication Services 23.27 0.76
    Intercontinental Exchange Inc* Financial Services 22.26 0.69
    Progressive Corp* Financial Services 44.38 0.58
    Eli Lilly and Co* Healthcare -5.31 0.57
    Marsh & McLennan Companies Inc* Financial Services 30.53 0.55
    Bank of America Corporation* Financial Services 20.74 0.54
    Visa Inc Class A* Financial Services 37.05 0.53
    Medtronic PLC* Healthcare 10.26 0.51
    Thermo Fisher Scientific Inc* Healthcare 30.18 0.51
    McDonald's Corp* Consumer Cyclical 21.25 0.47
    Stanley Black & Decker Inc* Industrials 23.99 0.47
    The Walt Disney Co* Consumer Cyclical 32.93 0.42
    Danaher Corp* Healthcare 36.12 0.33
    Cisco Systems Inc* Technology 36.12 0.30
    Ecolab Inc* Basic Materials 36.22 0.26
    Electronic Arts Inc* Technology 17.63 0.26
    Lam Research Corp* Technology 42.06 0.25
    The Hartford Financial Services * Financial Services 30.69 0.22

    Best 5-Year Relative Performance | More
    07-12-19

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Multi-Asset Ultrasho 13 02-01-19
    Pioneer Global Multisector I 15 --
    Pioneer Flexible Opportuniti 17 12-17-18
    Pioneer High Income Municipa 20 --
    Pioneer Classic Balanced Y 21 --

    Worst 5-Year Relative Performance | More
    07-12-19

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Global High Yield A 93 --
    Pioneer International Equity 83 --
    Pioneer Mid Cap Value A 81 --
    Pioneer Solutions Balanced A 79 --
    Pioneer Global Equity A 76 --

    Lowest Expenses | More
    07-12-19

    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
    07-12-19

    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
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 18.30
    Pioneer Equity Incom John A. Carey 16.00
    Pioneer Floating Rat Jonathan Sharkey 12.40
    Pioneer Global High Andrew Feltus 9.80
    Pioneer AMT-Free Mun David J. Eurkus 9.60

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Real Estate Raymond Haddad 1.50
    Pioneer Solutions Ba Marco Pirondini 1.50
    Pioneer Short Term I Seth Roman 1.80
    Pioneer Corporate Hi Matthew Shulkin 2.20
    Pioneer Core Equity Craig Sterling 2.70