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Morningstar

Pioneer Flexible Opportunities A PMARX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 11.31  /  0.53 %
  • Total Assets 139.1 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.77%
  • Turnover 166%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis PMARX

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

People Pillar

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

Changes at the helm don't improve this fund's prospects.

Director Janet Yang Rohr, CFA

Janet Yang Rohr, CFA

Director

Summary

A recent retirement doesn’t change Pioneer Flexible Opportunities’ uninspiring prospects. Its two cheapest share classes retain Morningstar Analyst Ratings of Neutral, while the three more expensive options have Negative ratings.

by Janet Yang Rohr, CFA
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PMARX

More PMARX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 15
  • Other Holdings 15
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Government Cash Mgmt Instl

10.17
15,369,004
Cash and Equivalents

United States Treasury Notes 4.25%

3.45
5,215,336
Government

LVMH Moet Hennessy Louis Vuitton SE

2.79
4,219,499
Consumer Cyclical

Eurobank Ergasias Services And Holdings SA

2.51
3,791,459
Financial Services

AXA SA

2.36
3,566,489
Financial Services

United States Treasury Bonds 3%

2.10
3,171,199
Government

Palo Alto Networks Inc

2.07
3,124,750
Technology

ASR Nederland NV

1.97
2,978,858
Financial Services

UnitedHealth Group Inc

1.97
2,975,430
Healthcare

Redwood Trust Inc

1.96
2,966,684
Real Estate