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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. 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.


1 month-4.75% 3 years+6.47%
3 months-10.12% 5 years+7.31%
1 year-11.52% Since inception+3.87%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+7.31%+10.75%
Expense ratio0.94%1.07%
Risk 5 year sharpe ratio0.760.75
Net assets$1.4B$3.5B
Average market cap$45.1B$97.8B
Average P/E16.218.5
Portfolio turnover57%57%

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Fund Management and Purchase Info

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


U.S. stock92.72%
International stock2.78%
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 Microsoft4.28%
JPM JPMorgan Chase4.10%
ORLY O'Reilly Automotive Inc3.42%
WBA Walgreen2.91%
HON Honeywell2.48%
AEP American Electric Power Company Inc2.47%
RAI Reynolds American2.45%
MDLZ Mondelez International Inc2.19%
FB Facebook2.19%
SBUX Starbucks2.13%

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