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Morningstar

Pioneer Mid Cap Value Y PYCGX

Morningstar Analyst Rating
Quantitative rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 26.84  /  0.67 %
  • Total Assets 767.8 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.32%
  • Turnover 67%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis PYCGX

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

People Pillar

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Pioneer Mid Cap Value Y to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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