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Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 38.08  /  1.19 %
  • Total Assets 7.8 Bil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.36%
  • Turnover 57%

Morningstar’s Analysis PIORX

Will PIORX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Some positives.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

While the management team’s focus on quality and downside risk is commendable, some execution of the strategy’s stated philosophy and an unstable analyst team hold Pioneer Fund back from higher praise.

Rated on Published on

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Portfolio Holdings PIORX

  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.68
507,048,200
Technology
5.53
419,793,952
Technology
5.48
415,790,638
Communication Services
4.96
376,528,375
Basic Materials
4.54
344,634,493
Technology
3.95
299,276,934
Financial Services
3.93
298,113,283
Basic Materials
3.81
289,354,261
Financial Services
3.35
254,248,703
Industrials
3.09
234,234,958
Consumer Cyclical