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Morningstar

Pioneer Global Sustainable Equity Y PGSYX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 19.83  /  +1.43 %
  • Total Assets 520.9 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.64%
  • Turnover 63%

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

Morningstar’s Analysis PGSYX

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

  • People Pillar

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

Pioneer Global Sustainable Equity 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 portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PGSYX

More PGSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.64 24.1 Mil
Communication Services

Amazon.com Inc

3.95 20.5 Mil
Consumer Cyclical

KB Financial Group Inc

3.36 17.4 Mil
Financial Services

Advanced Micro Devices Inc

3.35 17.4 Mil
Technology

International Business Machines Corp

3.27 17.0 Mil
Technology

Shell PLC ADR (Representing - Ordinary Shares)

3.20 16.6 Mil
Energy

Cardinal Health Inc

3.12 16.2 Mil
Healthcare

CRH PLC

3.07 15.9 Mil
Basic Materials

Alibaba Group Holding Ltd Ordinary Shares

2.92 15.2 Mil
Consumer Cyclical

Dreyfus Government Cash Mgmt Instl

2.74 14.2 Mil
Cash and Equivalents