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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 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+4.69% 3 years+11.07%
3 months+7.66% 5 years+14.24%
1 year+23.31% Since inception+5.46%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.24%+12.91%
Expense ratio0.94%0.98%
Risk 5 year sharpe ratio1.331.37
Net assets$1.7B$5.3B
Average market cap$74.1B$132.8B
Average P/E19.722.2
Portfolio turnover80%80%

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Fund Management and Purchase Info

Fund familyPioneer Investments
Fund manager & tenureJohn Peckham / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock95.44%
International stock2.25%
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
AAPL Apple5.10%
XOM Exxon Mobil4.68%
MSFT Microsoft3.96%
C Citigroup3.91%
GOOGL Google3.76%
CMCSA Comcast3.53%
CSCO Cisco3.30%
AEP American Electric Power Company Inc3.23%
EOG EOG Resources Inc3.01%
MMC Marsh & McLennan Companies Inc3.00%