Skip to Content
Morningstar

Pioneer Core Equity C PCOTX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 15.83  /  0.32 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.33%
  • Turnover 75%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:21 PM GMT+0

Morningstar’s Analysis PCOTX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pioneer Core Equity C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCOTX

More PCOTX Holdings
  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.35
90,105,747
Communication Services

Microsoft Corp

3.87
65,108,282
Technology

The Home Depot Inc

3.49
58,774,350
Consumer Cyclical

Amazon.com Inc

3.34
56,318,482
Consumer Cyclical

International Business Machines Corp

3.16
53,211,441
Technology

Becton Dickinson & Co

2.89
48,647,849
Healthcare

Procter & Gamble Co

2.79
46,984,861
Consumer Defensive

Meta Platforms Inc Class A

2.72
45,843,268
Communication Services

Microchip Technology Inc

2.70
45,543,658
Technology

Danaher Corp

2.37
39,832,207
Healthcare