Pioneer Core Equity Fund Class A (PIOTX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. Normally- the fund invests at least 80% of its net assets (plus the amount of borrowings- if any- from investment purposes) in equity securities- primarily of U.S. issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers- including up to 5% of its total assets in the securities of emerging markets issuers.


1 month+1.46% 3 years+11.14%
3 months+4.74% 5 years+12.88%
1 year+21.08% Since inception+5.58%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.88%+14.24%
Expense ratio0.94%0.97%
Risk 5 year sharpe ratio1.231.23
Net assets$1.7B$5.4B
Average market cap$84.3B$153.3B
Average P/E21.320.7
Portfolio turnover81%81%

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Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenureJohn Peckham / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock95.02%
International stock2.98%
Fixed income0.20%
Top 5 Sectors
Portfolio weighting
Financial service 14.34%
Healthcare 11.81%
Industrial materials 11.80%
Energy 10.85%
Consumer goods 10.57%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.09%
AAPL Apple4.57%
XOM Exxon Mobil4.43%
GOOGL Google3.99%
C Citigroup3.87%
CMCSA Comcast3.86%
BAC Bank of America3.39%
EOG EOG Resources Inc2.90%
JPM JPMorgan Chase2.78%
AEP American Electric Power Company Inc2.76%