Pioneer Core Equity Fund Class A (PIOTX)

21.54
Net Asset Value
+0.89%
1 Day
+4.66%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
5.75
Sales Expenses
0.89%
Expense Ratio
Average
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- for 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.

Performance

1 month+0.28% 3 years+10.19%
3 months+0.80% 5 years+11.30%
1 year+19.98% Since inception+5.43%
Data through --

Peer Comparisonvs. Large blend

 PIOTXCategory
Performance 5-yr return+11.30%+11.72%
Expense ratio0.89%0.96%
Risk 5 year sharpe ratio1.091.08
Net assets$1.7B$5.5B
Average market cap$69.6B$129.3B
Average P/E19.521.0
Portfolio turnover81%81%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenureCraig Sterling / 2 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock91.03%
International stock5.03%
Cash3.94%
Fixed income0.00%
Other0.00%
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 Microsoft5.03%
AAPL Apple4.93%
GOOGL Google3.64%
BAC Bank of America3.34%
TOT Total2.85%
EOG EOG Resources Inc2.79%
JPM JPMorgan Chase2.78%
BKNG Priceline2.69%
MU Micron Technology Inc2.50%
DG Dollar General2.42%