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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 19.02  /  +1.06 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.24%
  • Turnover 126%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM 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 Pillar and Process Pillar ratings result in 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.54 154.7 Mil
Consumer Cyclical

Alphabet Inc Class A

6.81 139.6 Mil
Communication Services

Apple Inc

4.73 96.9 Mil
Technology

Coca-Cola Co

4.66 95.5 Mil
Consumer Defensive

UnitedHealth Group Inc

3.68 75.6 Mil
Healthcare

Microchip Technology Inc

3.29 67.4 Mil
Technology

American Tower Corp

3.20 65.6 Mil
Real Estate

Eli Lilly and Co

2.96 60.8 Mil
Healthcare

Keysight Technologies Inc

2.77 56.8 Mil
Technology

Sherwin-Williams Co

2.70 55.4 Mil
Basic Materials