Pioneer Core Equity Fund Class A (PIOTX)

17.56
Net Asset Value
-0.23%
1 Day
+2.21%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
5.75
Sales Expenses
0.99%
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, 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 equity and debt securities of non-U.S. issuers, including up to 5% of its total assets in the securities of emerging markets issuers. Generally, it acquires investment grade debt securities, but the fund may invest up to 5% of its net assets in high yield securities, including high yield convertible debt securities.

Performance

1 month+2.09% 3 years+15.42%
3 months+1.68% 5 years+14.90%
1 year+11.68% Since inception+4.32%
Data through --

Peer Comparisonvs. Large blend

 PIOTXCategory
Performance 5-yr return+14.90%+13.88%
Expense ratio0.99%1.13%
Risk 5 year sharpe ratio1.051.04
Net assets$1.6B$3.7B
Average market cap$52.0B$99.2B
Average P/E19.516.8
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenurePaul Cloonan / 9 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00

Holdings

U.S. stock99.26%
Cash0.74%
International stock0.00%
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
AAPL Apple4.16%
MSFT Microsoft3.32%
VZ Verizon2.41%
JNJ Johnson & Johnson2.30%
GILD Gilead Sciences2.10%
BAC Bank of America2.08%
EOG EOG Resources Inc2.03%
HON Honeywell1.97%
C Citigroup1.96%
EMC EMC Corp1.77%

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