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Normally, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities, primarily of U.S. issuers. It may invest in initial public offerings of equity securities. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers, including up to 5% of its total assets in the securities of emerging markets issuers.
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| Period | PCEKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 26.5% | -15.6% | 39.2% | 31.79% |
| 1 Yr | 18.1% | -58.2% | 28.7% | 17.80% |
| 3 Yr | N/A* | -32.0% | 58.6% | 4.47% |
| 5 Yr | N/A* | -26.5% | 30.5% | 11.16% |
| 10 Yr | N/A* | -9.0% | 14.5% | 15.10% |
* Annualized
| Period | PCEKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | N/A | -67.0% | 10.0% | N/A |
| 2017 | N/A | -32.8% | 302.5% | N/A |
| 2016 | N/A | -26.1% | 19.7% | N/A |
| 2015 | N/A | -82.5% | 7.8% | N/A |
| 2014 | N/A | -28.7% | 24.1% | N/A |
| Period | PCEKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 26.5% | -15.6% | 39.2% | 31.79% |
| 1 Yr | 19.7% | -58.2% | 28.7% | 13.59% |
| 3 Yr | N/A* | -21.9% | 58.6% | 8.19% |
| 5 Yr | N/A* | -16.9% | 30.5% | 26.92% |
| 10 Yr | N/A* | -4.1% | 17.5% | 27.15% |
* Annualized
| Period | PCEKX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | N/A | -67.0% | 10.0% | N/A |
| 2017 | N/A | -22.1% | 302.5% | N/A |
| 2016 | N/A | -16.4% | 23.8% | N/A |
| 2015 | N/A | -26.4% | 106.5% | N/A |
| 2014 | N/A | -24.8% | 25.9% | N/A |
| PCEKX | Category Low | Category High | PCEKX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.69 B | 134 K | 875 B | 37.95% |
| Number of Holdings | 76 | 2 | 3613 | 64.33% |
| Net Assets in Top 10 | 645 M | 6.67 K | 155 B | 33.47% |
| Weighting of Top 10 | 39.12% | 2.2% | 1400.6% | 17.24% |
| Weighting | Return Low | Return High | PCEKX % Rank | |
|---|---|---|---|---|
| Stocks | 99.44% | -1.18% | 145.87% | 30.18% |
| Cash | 0.56% | -91.54% | 101.18% | 66.61% |
| Preferred Stocks | 0.00% | -17.98% | 6.21% | 87.57% |
| Other | 0.00% | -1.51% | 26.48% | 85.88% |
| Convertible Bonds | 0.00% | 0.00% | 9.79% | 86.98% |
| Bonds | 0.00% | -0.23% | 63.47% | 88.00% |
| Weighting | Return Low | Return High | PCEKX % Rank | |
|---|---|---|---|---|
| Financial Services | 22.46% | 0.00% | 106.34% | 7.03% |
| Technology | 17.02% | 0.00% | 118.30% | 71.04% |
| Healthcare | 14.82% | 0.00% | 92.30% | 27.94% |
| Consumer Cyclical | 12.94% | 0.00% | 74.42% | 21.51% |
| Communication Services | 12.26% | 0.00% | 27.72% | 8.47% |
| Industrials | 7.44% | 0.00% | 79.24% | 85.27% |
| Consumer Defense | 4.97% | 0.00% | 71.31% | 88.31% |
| Real Estate | 4.59% | -3.11% | 64.58% | 16.34% |
| Basic Materials | 1.35% | -3.81% | 23.60% | 80.36% |
| Energy | 1.12% | -1.47% | 70.63% | 89.84% |
| Utilities | 0.48% | -13.41% | 21.36% | 79.68% |
| Weighting | Return Low | Return High | PCEKX % Rank | |
|---|---|---|---|---|
| US | 98.41% | 80.02% | 687.00% | 25.36% |
| Non US | 1.03% | -688.18% | 20.06% | 63.48% |
| PCEKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.57% | 0.00% | 119.91% | 80.10% |
| Management Fee | 0.50% | 0.00% | 2.00% | 44.04% |
| 12b-1 Fee | 0.00% | 0.00% | 1.00% | 20.97% |
| Administrative Fee | N/A | 0.00% | 0.85% | N/A |
| PCEKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.50% | 5.75% | N/A |
| Deferred Load | N/A | 0.95% | 5.00% | N/A |
| PCEKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.05% | 2.00% | N/A |
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.
| PCEKX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 114.00% | 0.00% | 838.00% | 87.47% |
| PCEKX | Category Low | Category High | PCEKX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 1.02% | 0.00% | 8.17% | 15.64% |
| PCEKX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Quarterly | Annually |
| PCEKX | Category Low | Category High | PCEKX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.17% | -2.85% | 2.89% | 45.28% |
| PCEKX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Semi-Annually | Annually |
Start Date
Tenure
Tenure Rank
May 29, 2015
4.51
4.5%
Craig Sterling is a Senior Vice President and Head of Equity Research, U.S. at Amundi Pioneer. He joined Amundi Pioneer in May 2015. Prior to joining Amundi Pioneer, he was Managing Director and Global Head of Equity Research at EVA Dimensions LLC in New York, an independent equity research firm. Prior to June 2011, he served as a Director in the HOLT Group at Credit Suisse.
Start Date
Tenure
Tenure Rank
May 01, 2018
1.58
1.6%
Ashesh Savla is a Vice President and Team Leader of U.S. Equity Quantitative Research at Amundi Pioneer. He joined Amundi Pioneer in 2003.
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.01 | 33.39 | 6.01 | 0.42 |
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