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Pioneer Disciplined Growth C INDCX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 12.14  /  +0.50 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 126%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM GMT+0

Morningstar’s Analysis INDCX

Will INDCX outperform in future?

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

Pioneer Disciplined Growth C'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.

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Portfolio Holdings INDCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.64 153.4 Mil
Consumer Cyclical

Alphabet Inc Class A

6.56 131.8 Mil
Communication Services

Coca-Cola Co

4.67 93.8 Mil
Consumer Defensive

Microchip Technology Inc

4.44 89.2 Mil
Technology

Apple Inc

4.28 85.8 Mil
Technology

UnitedHealth Group Inc

3.67 73.8 Mil
Healthcare

Keysight Technologies Inc

2.92 58.5 Mil
Technology

Eli Lilly and Co

2.88 57.9 Mil
Healthcare

American Tower Corp

2.86 57.5 Mil
Real Estate

Lululemon Athletica Inc

2.66 53.4 Mil
Consumer Cyclical