Amundi Funds - Global Equity R2 EUR Hgd (C)

Morningstar Medalist Rating
  • NAV / 1-Day Return €58.25  /  −0.55 %
  • Fund Size €8.3B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 1.260%
  • Fee Level: Distribution Average
  • Share Class Type —
  • Morningstar Category Global Large-Cap Blend Equity
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment —
  • Investment Status —
  • TTM Yield —
  • Turnover Ratio 198%

Morningstar’s Analysis

Will Amundi Funds - Global Equity R2 EUR Hgd (C) outperform in the future?

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

A strong team drives this strategy.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Victory Pioneer Global Equity benefits from Marco Pirondini’s long-standing leadership and a stable team, but its approach doesn’t stand out despite solid long-term results. The investment process is fundamentally people-dependent but discretionary and lacking proprietary differentiation, meriting an Average Process rating alongside an Above Average People rating.

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Portfolio Holdings

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

4.69 364M
Financial Services

Microsoft Corp

3.45 267M
Technology

Banque Eur Cae

3.43 266M
Cash and Equivalents

Ct 260910 Czk/Usd Ar

3.38 262M
Derivative

Shell PLC

3.23 251M
Energy

Salesforce Inc

3.02 234M
Technology

NVIDIA Corp

2.82 219M
Technology

Ct 260910 Eur/Usd Ae

2.69 209M
Derivative

Samsung Electronics Co Ltd

2.69 208M
Technology

Eversource Energy

2.27 176M
Utilities

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