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Morningstar

Pioneer Core Equity Y PVFYX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 22.31  /  0.00
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.11%
  • Turnover 106%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PVFYX

Will PVFYX 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 PVFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PVFYX 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 PVFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pioneer Core Equity Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PVFYX

More PVFYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.55 104.9 Mil
Consumer Cyclical

Microsoft Corp

4.51 85.3 Mil
Technology

Alphabet Inc Class A

4.47 84.5 Mil
Communication Services

Dreyfus Government Cash Mgmt Instl

3.79 71.6 Mil
Cash and Equivalents

International Business Machines Corp

3.71 70.2 Mil
Technology

Advanced Micro Devices Inc

3.65 69.0 Mil
Technology

Colgate-Palmolive Co

3.38 64.0 Mil
Consumer Defensive

Cisco Systems Inc

3.15 59.5 Mil
Technology

Bank of New York Mellon Corp

3.04 57.5 Mil
Financial Services

Meta Platforms Inc Class A

2.84 53.7 Mil
Communication Services