Pioneer Investments Fund Family Report
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    • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return13.946.680.007.209.71
    Category Average13.406.15-0.877.019.41
    Assets for Each Yr*34.1636.4435.6138.0842.09
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.71 6.23 7.74

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $42,086 mil $1,000 54.26 45.74
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 45.38 1.20 Average
    International Stock 2.9 1.15 1.67 Above Avg
    Municipal Bond 3.8 4.53 1.02 Average
    Taxable Bond 3.6 42.95 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-19-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 36.25 1.90
    Microsoft Corp* Technology 27.26 1.74
    The Home Depot Inc* Consumer Cyclical 23.74 1.11
    Alphabet Inc C* Technology 27.55 0.96
    Celgene Corp* Healthcare 17.46 0.91
    JPMorgan Chase & Co* Financial Services 16.06 0.91
    Alphabet Inc A* Technology 26.42 0.87
    PepsiCo Inc* Consumer Defensive 9.94 0.77
    Raytheon Co* Industrials 33.34 0.73
    Mastercard Inc A* Financial Services 41.27 0.68
    Amazon.com Inc* Consumer Cyclical 31.57 0.64
    CVS Health Corp* Healthcare -3.52 0.64
    American Electric Power Co Inc* Utilities 20.08 0.62
    Medtronic PLC* Healthcare 12.07 0.58
    The Hershey Co* Consumer Defensive 7.55 0.57
    Intercontinental Exchange Inc* Financial Services 19.55 0.54
    Starbucks Corp* Consumer Cyclical 1.13 0.54
    Citigroup Inc* Financial Services 23.71 0.53
    Gilead Sciences Inc* Healthcare 16.12 0.52
    Thermo Fisher Scientific Inc* Healthcare 36.70 0.51

    Best 5-Year Relative Performance | More
    10-19-17

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Dynamic Credit Y 4 --
    Pioneer Multi-Asset Income Y 4 --
    Pioneer AMT-Free Municipal A 13 --
    Pioneer Bond A 13 12-30-16
    Pioneer High Yield Y 14 --

    Worst 5-Year Relative Performance | More
    10-19-17

    Fund Name 5-Yr Rank Analyst Report  
    Pioneer Solutions Balanced A 86 --
    Pioneer Emerging Markets A 85 --
    Pioneer Global High Yield A 83 --
    Pioneer Solutions Growth A 82 --
    Pioneer High Income Municipa 71 --

    Lowest Expenses | More
    10-19-17

    Fund Name Expense Ratio Analyst Report  
    Pioneer Multi-Asset Ultrasho 0.50 02-13-17
    Pioneer Short Term Income Y 0.59 02-08-17
    Pioneer Solutions Growth A 0.64 --
    Pioneer Multi-Asset Income Y 0.65 --
    Pioneer Solutions Balanced A 0.68 --

    Highest Expenses | More
    10-19-17

    Fund Name Expense Ratio Analyst Report  
    Pioneer Emerging Markets A 1.95 --
    Pioneer International Equity 1.45 --
    Pioneer Real Estate A 1.41 --
    Pioneer Global Equity A 1.30 --
    Pioneer Global High Yield A 1.19 --

    Longest Manager Tenure | More
    10-19-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer Equity Incom John A. Carey 21.50
    Pioneer A John A. Carey 16.60
    Pioneer Bond A Kenneth J. Taubes 11.90
    Pioneer Floating Rat Jonathan Sharkey 10.70
    Pioneer Strategic In Kenneth J. Taubes 9.40

    Shortest Manager Tenure | More
    10-19-17

    Fund Name   Manager Name Avg Manager Tenure  
    Pioneer US Corporate Matthew Shulkin 0.40
    Pioneer Solutions Ba Salvatore Buono 2.90
    Pioneer Solutions Co Salvatore Buono 2.90
    Pioneer Solutions Gr Salvatore Buono 2.90
    Pioneer Dynamic Cred Michael Temple 3.90