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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 10% 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-0.48% 3 years+6.89%
3 months+5.00% 5 years+9.02%
1 year-4.66% Since inception+3.94%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+9.02%+9.61%
Expense ratio0.93%1.05%
Risk 5 year sharpe ratio0.670.75
Net assets$1.4B$3.9B
Average market cap$59.8B$94.7B
Average P/E15.618.4
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenureJohn Peckham / 4 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock97.12%
International stock2.04%
Fixed income0.00%
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 Microsoft4.63%
AAPL Apple4.53%
JPM JPMorgan Chase4.22%
JNJ Johnson & Johnson3.80%
TWX Time Warner3.28%
CAH Cardinal Health Inc3.02%
BAC Bank of America2.97%
SBUX Starbucks2.77%
TAP Molson Coors Brewing Co2.59%
ORLY O'Reilly Automotive Inc2.53%

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