GOFBX: Pioneer Select Mid Cap Growth B

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Find the latest content and information here about the 2019 Charles Schwab Impact Conference.

Advisors

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

GOFBX Pioneer Select Mid Cap Growth B


Profile

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 Caregory 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.


Get Updates About GOFBX

Sign up for Advisor Access to receive email updates about GOFBX competitors, news, CE accredited webcasts and more.


Categories

GOFBX - Mutual Fund Categories


Performance

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 (%)
2019 N/A -52.1% 9.2% N/A
2018 N/A -38.9% 36.0% N/A
2017 N/A -61.7% 27.9% N/A
2016 N/A -82.5% 12.2% N/A
2015 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 (%)
2019 N/A -51.7% 12.2% N/A
2018 N/A -7.0% 56.2% N/A
2017 N/A -61.7% 27.9% N/A
2016 N/A -54.0% 12.2% N/A
2015 N/A -23.5% 18.1% N/A

NAV & Total Return History


Holdings

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

Expenses

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

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

Distributions

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 Mod
Dividend Distribution Frequency Annually Annually Semi-Annually Annually

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

Dividend Payout History

View More +

Fund Manager Analysis

GOFBX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 33.38 8.62 8.84