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Morningstar

Pioneer Global Sustainable Equity R PRGEX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 19.34  /  +0.83 %
  • Total Assets 520.1 Mil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.94%
  • Turnover 63%

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 12:18 AM GMT+0

Morningstar’s Analysis PRGEX

Will PRGEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRGEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PRGEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PRGEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pioneer Global Sustainable Equity R's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PRGEX

More PRGEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.15 20.1 Mil
Communication Services

Amazon.com Inc

4.12 20.0 Mil
Consumer Cyclical

CRH PLC

3.88 18.9 Mil
Basic Materials

International Business Machines Corp

3.62 17.6 Mil
Technology

Cardinal Health Inc

3.60 17.5 Mil
Healthcare

Advanced Micro Devices Inc

3.58 17.4 Mil
Technology

KB Financial Group Inc

3.12 15.2 Mil
Financial Services

Shell PLC ADR (Representing - Ordinary Shares)

3.01 14.6 Mil
Energy

Samsung Electronics Co Ltd

2.77 13.4 Mil
Technology

ABN AMRO Bank NV NLDR

2.62 12.7 Mil
Financial Services