Skip to Content

Pioneer Core Equity Y PVFYX

Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 22.08  /  −0.23 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.18%
  • Turnover 75%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 1:24 AM GMT+0

Morningstar’s Analysis PVFYX

Will PVFYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Pioneer Core Equity Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PVFYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

5.28 96.2 Mil
Communication Services

Amazon.com Inc

4.96 90.2 Mil
Consumer Cyclical

Microsoft Corp

4.26 77.5 Mil
Technology

Bank of New York Mellon Corp

3.47 63.2 Mil
Financial Services

International Business Machines Corp

3.41 62.0 Mil
Technology

Colgate-Palmolive Co

3.24 59.0 Mil
Consumer Defensive

Cisco Systems Inc

3.00 54.6 Mil
Technology

Meta Platforms Inc Class A

2.97 54.1 Mil
Communication Services

Advanced Micro Devices Inc

2.90 52.9 Mil
Technology

Microchip Technology Inc

2.89 52.6 Mil
Technology