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Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
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This is a list of Pioneer Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Pioneer Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Pioneer Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Pioneer Funds.
This page includes relevant dividend information on Pioneer Funds.
The table below illustrates valuable information regarding the primary fund manager for Pioneer Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Pioneer Funds.
This list includes asset allocation proportions of the underlying holdings for Pioneer Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth Fund | A (PIGFX) | U.S. Large-Cap Growth Equity | $6,459.49 | 25.45% | 54.61% | 1.07% | 13.56 |
| Pioneer Bond Fund | A (PIOBX) | U.S. Investment-Grade Bond | $5,990.53 | 2.00% | 37.68% | 0.87% | 21.68 |
| Pioneer Fund | A (PIODX) | U.S. Large-Cap Blend Equity | $5,570.93 | 16.76% | 29.69% | 1.04% | 34.06 |
| Pioneer Multi-Asset Ultrashort Income Fund | Inst (MYFRX) | U.S. Investment-Grade Bond | $4,803.58 | -3.32% | 98.32% | 0.44% | 9.26 |
| Pioneer Strategic Income Fund | A (PSRAX) | Multi-Sector Bond | $4,389.38 | 0.18% | 38.74% | 1.10% | 21.31 |
| Pioneer Select Mid Cap Growth Fund | A (PGOFX) | U.S. Mid-Cap Growth Equity | $2,225.31 | 20.06% | 34.72% | 1.03% | 11.22 |
| Pioneer Equity Income Fund | A (PEQIX) | U.S. Large-Cap Value Equity | $2,095.06 | -1.56% | 47.65% | 1.00% | 30.04 |
| Pioneer High Income Municipal Fund | Inst (HIMYX) | High Yield Municipal Bond | $1,738.28 | -4.28% | 77.32% | 0.66% | 13.8 |
| Pioneer Core Equity Fund | A (PIOTX) | U.S. Large-Cap Blend Equity | $1,692.05 | 19.34% | 19.85% | 0.90% | 5.18 |
| Pioneer Disciplined Growth Fund | A (PINDX) | U.S. Large-Cap Growth Equity | $1,548.79 | 29.68% | 41.98% | 1.07% | 14.64 |
| Pioneer AMT Free Municipal Fund | A (PBMFX) | U.S. Investment-Grade Bond | $1,469.63 | 2.02% | 37.43% | 0.81% | 14.15 |
| Pioneer Multi-Asset Income Fund | Inst (PMFYX) | Monthly Income | $1,330.01 | -0.58% | 45.61% | 0.68% | 8.61 |
| Pioneer High Yield Fund | Inst (TYHYX) | U.S. Below-Investment-Grade Bond | $628.25 | -4.20% | 84.71% | 0.88% | 13.34 |
| Pioneer Mid Cap Value Fund | A (PCGRX) | U.S. Mid-Cap Value Equity | $613.20 | -4.14% | 38.87% | 1.06% | 2.42 |
| Pioneer Short Term Income Fund | Inst (PSHYX) | U.S. Investment-Grade Bond | $507.76 | -3.05% | 97.63% | 0.59% | 4.37 |
| Pioneer Solutions - Balanced Fund | A (PIALX) | Multi-Asset Income | $396.44 | 2.36% | 51.68% | 0.45% | 2.51 |
| Pioneer Flexible Opportunities Fund | Inst (PMYRX) | Total Dividend Income Equity | $374.95 | 1.45% | 77.95% | 0.90% | 10.25 |
| Pioneer Disciplined Value Fund | A (CVFCX) | U.S. Large-Cap Value Equity | $349.63 | 4.57% | 12.81% | 1.18% | 14.64 |
| Pioneer Balanced ESG Fund | Inst (AYBLX) | Socially Responsible and ESG | $345.53 | 5.21% | 88.89% | 0.84% | 14.86 |
| Pioneer Floating Rate Fund | Inst (FLYRX) | Floating Rate Bond | $306.64 | -4.82% | 51.15% | 0.70% | 13.47 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Pioneer is a company that sells mutual funds with $45,168M in assets under management. The average expense ratio from all mutual funds is 1.08%. 56.20% of all the mutual funds are no load funds. The oldest fund launched was in 1928. The average manager tenure for all managers at Pioneer is 9.19 years. The company offers investors 34 mutual funds, in terms of the number of individual fund symbols.
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