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Morningstar

Pioneer Mid Cap Value R PCMRX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 22.51  /  −0.09 %
  • Total Assets 711.0 Mil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.12%
  • Turnover 45%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:21 AM GMT+0

Morningstar’s Analysis PCMRX

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

  • People Pillar

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

Pioneer Mid Cap Value R's Average People Pillar and Process 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PCMRX

More PCMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Corporation

3.42 24.4 Mil
Financial Services

Coterra Energy Inc Ordinary Shares

3.16 22.5 Mil
Energy

Zimmer Biomet Holdings Inc

3.15 22.5 Mil
Healthcare

eBay Inc

2.86 20.4 Mil
Consumer Cyclical

AerCap Holdings NV

2.81 20.0 Mil
Industrials

Emerson Electric Co

2.51 17.9 Mil
Industrials

Chord Energy Corp Ordinary Shares - New

2.48 17.7 Mil
Energy

M&T Bank Corp

2.47 17.6 Mil
Financial Services

American International Group Inc

2.46 17.5 Mil
Financial Services

GE HealthCare Technologies Inc Common Stock

2.40 17.1 Mil
Healthcare