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.
- NAV / 1-Day Return 13.43 / 0.81 %
- Total Assets 465.0 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis CVRFX
Will CVRFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.