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Pioneer Core Equity A PIOTX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 22.27  /  −0.71 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.95%
  • Turnover 106%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:29 AM GMT+0

Morningstar’s Analysis PIOTX

Will PIOTX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pioneer Core Equity A 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.

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Portfolio Holdings PIOTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.84 108.1 Mil
Consumer Cyclical

Alphabet Inc Class A

5.68 105.3 Mil
Communication Services

Microsoft Corp

4.62 85.6 Mil
Technology

Cisco Systems Inc

3.47 64.3 Mil
Technology

International Business Machines Corp

3.42 63.3 Mil
Technology

Bank of New York Mellon Corp

3.30 61.1 Mil
Financial Services

Advanced Micro Devices Inc

3.23 59.8 Mil
Technology

Microchip Technology Inc

3.06 56.7 Mil
Technology

Charles Schwab Corp

2.87 53.2 Mil
Financial Services

Truist Financial Corp

2.76 51.2 Mil
Financial Services