Pioneer Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------4.58
    Category Average6.24-0.827.0312.995.14
    Assets for Each Yr*35.8235.1037.6343.1244.58
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 4.58 9.20 7.39

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $44,576 mil $1,000 46.92 53.08
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 46.21 1.18 Average
    International Stock 3.3 1.00 1.38 Average
    Municipal Bond 3.8 4.27 1.03 Average
    Taxable Bond 3.3 41.26 1.11 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 2.24
    PepsiCo Inc* Consumer Defensive -10.17 1.08
    Alphabet Inc A* Technology 3.55 0.94
    Alphabet Inc Class C* Technology 3.15 0.93
    Raytheon Co* Industrials 3.48 0.86
    Bank of America Corporation* Financial Services -2.61 0.77
    JPMorgan Chase & Co* Financial Services 3.43 0.77
    AT&T Inc* Communication Services -13.19 0.75
    Visa Inc Class A* Financial Services 17.84 0.51
    Zoetis Inc Class A* Healthcare 21.29 0.49
    CDW Corp* Technology 16.53 0.47
    Lowe's Companies Inc* Consumer Cyclical 13.55 0.39
    FedEx Corp* Industrials -12.15 0.38
    Johnson & Johnson* Healthcare -2.32 0.38
    UnitedHealth Group Inc* Healthcare 17.79 0.35
    Adobe Systems Inc* Technology 36.24 0.33
    Electronic Arts Inc* Technology -1.37 0.28
    Charles Schwab Corp* Financial Services -5.66 0.26
    Colgate-Palmolive Co* Consumer Defensive -15.72 0.24
    Eli Lilly and Co* Healthcare 29.76 0.24

    Best 5-Year Relative Performance | More
    10-18-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer A John A. Carey 17.60
    Pioneer Equity Incom John A. Carey 15.20
    Pioneer Floating Rat Jonathan Sharkey 11.70
    Pioneer Global High Andrew Feltus 9.10
    Pioneer AMT-Free Mun David J. Eurkus 8.90

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Solutions Ba Marco Pirondini 0.70
    Pioneer Real Estate Raymond Haddad 0.80
    Pioneer Short Term I Seth Roman 1.10
    Pioneer Corporate Hi Matthew Shulkin 1.40
    Pioneer Core Equity Craig Sterling 1.90