Morningstar

Victory Pioneer Core Equity Fund Class A PIOTX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $28.47  /  −0.45 %
  • Fund Size $2.2B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.75%
  • Turnover Ratio 64%
NAV and 1-Day Return as of

Morningstar’s Analysis PIOTX

Will PIOTX outperform in the 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 PIOTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Pioneer Core Equity A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PIOTX

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

Bank of America Corp

4.05 83M
Financial Services

Microsoft Corp

3.71 76M
Technology

International Business Machines Corp

3.61 74M
Technology

Wells Fargo & Co

3.50 72M
Financial Services

Cisco Systems Inc

3.49 72M
Technology

United Parcel Service Inc Class B

3.39 70M
Industrials

State Street Corp

3.21 66M
Financial Services

Johnson & Johnson

2.79 57M
Healthcare

ExxonMobil Holdings Corp

2.32 48M
Energy

CMS Energy Corp

2.32 48M
Utilities

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