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Morningstar

Pioneer Disciplined Value R CVRFX

Morningstar Analyst Rating
Quantitative rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 13.43  /  0.81 %
  • Total Assets 465.0 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.43%
  • Turnover 116%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CVRFX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pioneer Disciplined Value R to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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