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Morningstar

Pioneer Flexible Opportunities C PRRCX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 10.69  /  1.11 %
  • Total Assets 132.0 Mil
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.030%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.14%
  • Turnover 166%

USD | NAV as of Oct 04, 2023 | 1-Day Return as of Oct 04, 2023, 12:25 AM GMT+0

Morningstar’s Analysis PRRCX

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

People Pillar

The People Pillar is our evaluation of the PRRCX 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 PRRCX’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

Janet Yang Rohr

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
Rated on Published on

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Portfolio Holdings PRRCX

More PRRCX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 14
  • Other Holdings 14
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Government Cash Mgmt Instl

4.77
6,830,393
Cash and Equivalents

United States Treasury Notes 4.25%

3.65
5,220,905
Government

LVMH Moet Hennessy Louis Vuitton SE

2.68
3,838,008
Consumer Cyclical

Eurobank Ergasias Services And Holdings SA

2.64
3,775,726
Financial Services

AXA SA

2.44
3,492,824
Financial Services

Redwood Trust Inc

2.20
3,155,796
Real Estate

United States Treasury Bonds 3%

2.14
3,058,317
Government

Palo Alto Networks Inc

2.12
3,041,493
Technology

ASR Nederland NV

2.01
2,872,354
Financial Services

UnitedHealth Group Inc

1.96
2,800,384
Healthcare