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.
Victory Pioneer Core Equity Fund Class A PIOTX
- NAV / 1-Day Return 26.44 / −1.71 %
- Total Assets 2.1B
-
Adj. Expense Ratio
0.860%
- Expense Ratio 0.850%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.75%
- Turnover 64%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PIOTX
Will PIOTX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cisco Systems Inc | 3.92 | 76M | Technology |
Microsoft Corp | 3.91 | 76M | Technology |
Johnson & Johnson | 3.70 | 72M | Healthcare |
Bank of America Corp | 3.68 | 71M | Financial Services |
Wells Fargo & Co | 3.58 | 69M | Financial Services |
State Street Corp | 3.57 | 69M | Financial Services |
International Business Machines Corp | 3.31 | 64M | Technology |
Exxon Mobil Corp | 3.05 | 59M | Energy |
ConocoPhillips | 2.61 | 51M | Energy |
CMS Energy Corp | 2.49 | 48M | Utilities |
United States