GOFBX: Pioneer Select Mid Cap Growth B

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GOFBX Pioneer Select Mid Cap Growth B

  • Fund
  • GOFBX
  • Price as of: N/A
  • N/A N/A N/A
  • Primary Category
  • N/A
  • Fund Company
  • N/A
  • Share Class

GOFBX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 16.5%
  • 5 Yr Annualized Return 16.3%
  • Net Assets $1.17 B
  • Holdings in Top 10 15.1%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 2.58%

SALES FEES

  • Front Load N/A
  • Deferred Load 4.00%

BROKERAGE FEES

  • Turnover 100.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

Closed to new investors as of Dec 31, 2009

STANDARD (TAXABLE)

$1,000

IRA

$250

Fund Classification

PRIMARY CATEGORY

N/A
  • Fund Type Open End Mutual Fund
  • Investment Style Mid-Cap Growth

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 15.8%
  • 5 Yr Annualized Total Return 16.2%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -2.06%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name Pioneer Select Mid Cap Growth Fund
  • Fund Family Name N/A
  • Inception Date Jun 30, 1993
  • Shares Outstanding N/A
  • Share Class B
  • Currency USD
  • Domiciled Country United States

Fund Description

The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of mid-size companies. It may invest up to 20% of its total assets in debt securities. The fund may invest up to 20% of its net assets in REITs. It may invest up to 20% of its total assets in equity and debt securities of non-U.S. issuers. The fund may invest in initial public offerings of equity securities.

GOFBX - Mutual Fund Categories

GOFBX - Performance

Return Ranking - Trailing

Period GOFBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 10.7% -47.8% 21.8% N/A
3 Yr 16.5%* -23.7% 25.0% N/A
5 Yr 16.3%* -30.0% 15.6% N/A
10 Yr 10.2%* -11.8% 17.5% N/A

* Annualized


Return Ranking - Calendar

Period GOFBX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -52.1% 9.2% N/A
2017 N/A -38.9% 36.0% N/A
2016 N/A -61.7% 27.9% N/A
2015 N/A -82.5% 12.2% N/A
2014 N/A -23.5% 17.9% N/A

Total Return Ranking - Trailing

Period GOFBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -47.8% 50.0% N/A
1 Yr 6.7% -47.8% 29.1% N/A
3 Yr 15.8%* -22.1% 28.2% N/A
5 Yr 16.2%* -25.2% 18.0% N/A
10 Yr 10.2%* -6.4% 18.9% N/A

* Annualized


Total Return Ranking - Calendar

Period GOFBX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -51.7% 12.2% N/A
2017 N/A -7.0% 56.2% N/A
2016 N/A -61.7% 27.9% N/A
2015 N/A -54.0% 12.2% N/A
2014 N/A -23.5% 18.1% N/A

NAV & Total Return History

GOFBX - Holdings

Concentration Analysis

GOFBX Category Low Category High GOFBX % Rank
Net Assets 1.17 B 1.44 M 33.8 B N/A
Number of Holdings 154 13 2232 N/A
Net Assets in Top 10 177 M 616 K 7.12 B N/A
Weighting of Top 10 15.14% 6.7% 148.7% N/A

Top 10 Holdings

  1. Keurig Green Mountain Inc 1.87%

  2. F5 Networks Inc 1.63%

  3. Lear Corp 1.62%

  4. Skyworks Solutions Inc 1.55%

  5. American Airlines Group Inc 1.49%

  6. Jazz Pharmaceuticals PLC 1.49%

  7. Akamai Technologies Inc 1.43%

  8. NASDAQ OMX Group, Inc. 1.40%

  9. Hanesbrands Inc 1.36%

  10. Cabot Oil & Gas Corp Class A 1.30%


Asset Allocation

Weighting Return Low Return High GOFBX % Rank
Stocks
96.72% 20.28% 127.86% N/A
Cash
2.69% -48.52% 36.01% N/A
Convertible Bonds
0.37% 0.00% 0.59% N/A
Preferred Stocks
0.23% 0.00% 3.25% N/A
Other
0.00% -7.94% 70.89% N/A
Bonds
0.00% -0.45% 43.05% N/A

Stock Sector Breakdown

Weighting Return Low Return High GOFBX % Rank
Technology
19.10% 0.00% 69.27% N/A
Industrials
16.38% 0.00% 40.82% N/A
Healthcare
16.01% 0.00% 62.34% N/A
Consumer Cyclical
15.99% 0.00% 48.02% N/A
Consumer Defense
7.06% 0.00% 17.24% N/A
Financial Services
6.78% 0.00% 40.09% N/A
Energy
6.38% 0.00% 14.07% N/A
Basic Materials
5.48% 0.00% 13.78% N/A
Communication Services
2.71% 0.00% 11.66% N/A
Real Estate
0.67% 0.00% 48.22% N/A
Utilities
0.16% 0.00% 11.63% N/A

Stock Geographic Breakdown

Weighting Return Low Return High GOFBX % Rank
US
91.49% 7.34% 123.93% N/A
Non US
5.23% 0.00% 70.47% N/A

GOFBX - Expenses

Operational Fees

GOFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 2.58% 0.07% 6.14% N/A
Management Fee 0.61% 0.06% 1.50% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.72% N/A

Sales Fees

GOFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load 4.00% 1.00% 5.50% N/A

Trading Fees

GOFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.05% 2.00% N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

GOFBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 100.00% 1.85% 495.00% N/A

GOFBX - Distributions

Dividend Yield Analysis

GOFBX Category Low Category High GOFBX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

GOFBX Category Low Category High Category Mode
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

Dividend Payout History


Net Income Ratio Analysis

GOFBX Category Low Category High GOFBX % Rank
Net Income Ratio -2.06% -2.55% 4.79% N/A

Capital Gain Distribution Analysis

GOFBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

GOFBX - Managers

Tenure Analysis

Category Low

0.0

Category High

33.38

Category Average

8.62

Category Mode

8.84