Advertisement
Skip to Content
Morningstar

Pioneer Core Equity Y PVFYX

Morningstar Analyst Rating
Quantitative rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 20.31  /  1.20 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.05%
  • Turnover 64%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PVFYX

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

People Pillar

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

Summary

|

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pioneer Core Equity Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor