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Morningstar

Pioneer Global Sustainable Value Y PSUYX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 11.44  /  −0.09 %
  • Total Assets 2.6 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 2.57%
  • Turnover 81%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis PSUYX

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

  • People Pillar

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

Pioneer Global Sustainable Value Y's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSUYX

More PSUYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

4.22 108,243
Technology

CRH PLC

3.48 89,122
Basic Materials

Shell PLC ADR (Representing - Ordinary Shares)

3.21 82,370
Energy

Cardinal Health Inc

3.05 78,274
Healthcare

KB Financial Group Inc ADR

3.02 77,370
Financial Services

Wells Fargo & Co

2.92 74,824
Financial Services

ABN AMRO Bank NV NLDR

2.68 68,773
Financial Services

Persimmon PLC

2.64 67,640
Consumer Cyclical

American Electric Power Co Inc

2.20 56,396
Utilities

Eversource Energy

2.15 55,119
Utilities