The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Pioneer Disciplined Growth Y INYDX
- NAV / 1-Day Return 17.85 / +0.73 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 0.24%
- Turnover 126%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:30 AM GMT+0
Morningstar’s Analysis INYDX
Will INYDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 7.97 | 167.0 Mil | Consumer Cyclical |
Microchip Technology Inc | 3.89 | 81.6 Mil | Technology |
Colgate-Palmolive Co | 3.47 | 72.6 Mil | Consumer Defensive |
Meta Platforms Inc Class A | 3.12 | 65.3 Mil | Communication Services |
Eli Lilly and Co | 2.67 | 55.8 Mil | Healthcare |
Coca-Cola Co | 2.44 | 51.2 Mil | Consumer Defensive |
Keysight Technologies Inc | 2.40 | 50.3 Mil | Technology |
Fiserv Inc | 2.33 | 48.7 Mil | Technology |
AbbVie Inc | 2.18 | 45.7 Mil | Healthcare |
The Home Depot Inc | 2.14 | 44.9 Mil | Consumer Cyclical |