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Morningstar

Pioneer Disciplined Growth Y INYDX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 15.35  /  0.66 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 112%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:15 PM GMT+0

Morningstar’s Analysis INYDX

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

People Pillar

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

Pioneer Disciplined Growth Y's Average People and Parent ratings limit this strategy 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 INYDX

More INYDX Holdings
  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

8.14
137,512,308
Communication Services

Amazon.com Inc

4.90
82,786,581
Consumer Cyclical

Berkshire Hathaway Inc Class B

4.27
72,089,455
Financial Services

Us Dollar

3.47
58,576,937
Cash and Equivalents

Adobe Inc

3.38
57,148,237
Technology

The Home Depot Inc

2.97
50,243,075
Consumer Cyclical

Shell PLC ADR (Representing - Ordinary Shares)

2.70
45,572,035
Energy

The Walt Disney Co

2.56
43,165,415
Communication Services

Eli Lilly and Co

2.54
42,880,347
Healthcare

AbbVie Inc

2.34
39,484,029
Healthcare