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Morningstar

Pioneer Disciplined Growth A PINDX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 15.44  /  0.65 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.20%
  • Turnover 126%

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

Morningstar’s Analysis PINDX

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

People Pillar

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

Strength in Pioneer Disciplined Growth A's Process Pillar is partially offset by an Average People Pillar rating, leading to 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PINDX

More PINDX Holdings
  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AbbVie Inc

4.06
71,427,763
Healthcare

Microchip Technology Inc

3.85
67,826,309
Technology

The Home Depot Inc

3.59
63,123,943
Consumer Cyclical

Amazon.com Inc

3.38
59,427,583
Consumer Cyclical

Danaher Corp

3.22
56,609,969
Healthcare

Shell PLC ADR (Representing - Ordinary Shares)

2.80
49,356,863
Energy

Alphabet Inc Class A

2.52
44,401,976
Communication Services

Nike Inc Class B

2.51
44,204,265
Consumer Cyclical

Costco Wholesale Corp

2.44
42,911,537
Consumer Defensive

Deere & Co

2.37
41,777,098
Industrials