PIGFX: Pioneer Fundamental Growth Fund - MutualFunds.com
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Pioneer Fundamental Growth A

PIGFX - Snapshot

Vitals

  • YTD Return 15.3%
  • 3 Yr Annualized Return 22.2%
  • 5 Yr Annualized Return 19.3%
  • Net Assets $7.2 B
  • Holdings in Top 10 48.9%

52 WEEK LOW AND HIGH

$36.22
$29.62
$36.46

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.07%

SALES FEES

  • Front Load 5.75%
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 24.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $1,000
  • IRA $250

Fund Classification


Compare PIGFX to Popular U.S. Large-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$75.70

-0.59%

$278.46 B

0.22%

$0.17

12.08%

0.64%

$364.57

-0.52%

$174.51 B

0.48%

$1.74

16.20%

0.20%

$295.94

-0.72%

$165.53 B

0.41%

$1.22

16.82%

0.04%

$152.36

-0.70%

$165.53 B

-

$0.00

16.75%

0.17%

$19.16

-0.98%

$142.43 B

-

$0.00

14.32%

0.86%

PIGFX - Profile

Distributions

  • YTD Total Return 15.3%
  • 3 Yr Annualized Total Return 19.8%
  • 5 Yr Annualized Total Return 17.9%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio -0.10%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Pioneer Fundamental Growth Fund
  • Fund Family Name
    Amundi US
  • Inception Date
    Aug 22, 2002
  • Shares Outstanding
    N/A
  • Share Class
    A
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Andrew Acheson

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 large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth Index. It primarily invests in securities of U.S. issuers.


PIGFX - Performance

Return Ranking - Trailing

Period PIGFX Return Category Return Low Category Return High Rank in Category (%)
YTD 15.3% -88.6% 122.9% 48.77%
1 Yr 38.0% -9.0% 119.5% 72.49%
3 Yr 22.2%* 4.2% 47.6% 55.84%
5 Yr 19.3%* 11.7% 43.6% 79.30%
10 Yr 15.8%* 9.5% 24.4% 59.39%

* Annualized

Return Ranking - Calendar

Period PIGFX Return Category Return Low Category Return High Rank in Category (%)
2020 16.1% -67.0% 145.0% 81.09%
2019 26.7% -28.8% 76.0% 36.56%
2018 -6.0% -57.9% 10.6% 23.00%
2017 17.1% -68.7% 64.3% 65.59%
2016 1.4% -47.1% 53.3% 38.24%

Total Return Ranking - Trailing

Period PIGFX Return Category Return Low Category Return High Rank in Category (%)
YTD 15.3% -88.5% 122.9% 48.77%
1 Yr 30.0% -9.0% 119.5% 94.31%
3 Yr 19.8%* 4.2% 47.6% 72.02%
5 Yr 17.9%* 11.3% 43.6% 83.96%
10 Yr 15.2%* 9.5% 24.4% 68.41%

* Annualized

Total Return Ranking - Calendar

Period PIGFX Return Category Return Low Category Return High Rank in Category (%)
2020 16.1% -67.0% 145.0% 81.09%
2019 26.7% -28.8% 76.0% 36.82%
2018 -6.0% -57.9% 16.5% 45.74%
2017 17.1% -24.8% 64.3% 86.56%
2016 1.4% -43.3% 53.3% 57.56%

NAV & Total Return History


PIGFX - Holdings

Concentration Analysis

PIGFX Category Low Category High PIGFX % Rank
Net Assets 7.2 B 214 K 278 B 25.11%
Number of Holdings 41 2 2935 74.19%
Net Assets in Top 10 3.45 B -20 M 102 B 21.83%
Weighting of Top 10 48.85% 10.5% 100.0% 25.49%

Top 10 Holdings

  1. Alphabet Inc Class C 7.89%
  2. Microsoft Corp 7.38%
  3. Amazon.com Inc 7.34%
  4. Mastercard Inc A 4.61%
  5. Qualcomm Inc 3.97%
  6. Thermo Fisher Scientific Inc 3.93%
  7. Stanley Black & Decker Inc 3.85%
  8. Charles Schwab Corp 3.61%
  9. Apple Inc 3.58%
  10. PayPal Holdings Inc 3.36%

Asset Allocation

Weighting Return Low Return High PIGFX % Rank
Stocks
100.04% 0.00% 141.22% 3.64%
Preferred Stocks
0.00% 0.00% 4.23% 76.53%
Other
0.00% -0.28% 18.26% 79.00%
Convertible Bonds
0.00% 0.00% 0.37% 74.88%
Bonds
0.00% -0.68% 99.88% 76.05%
Cash
-0.04% -41.23% 59.70% 95.61%

Stock Sector Breakdown

Weighting Return Low Return High PIGFX % Rank
Technology
29.06% 0.00% 61.09% 61.74%
Consumer Cyclical
18.95% 0.00% 50.66% 18.06%
Healthcare
15.80% 0.00% 38.46% 22.60%
Financial Services
15.59% 0.00% 42.02% 15.38%
Communication Services
9.36% 0.00% 67.80% 82.90%
Industrials
8.15% 0.00% 39.88% 33.24%
Energy
1.63% 0.00% 29.92% 19.09%
Consumer Defense
1.46% 0.00% 23.31% 79.05%
Utilities
0.00% 0.00% 10.87% 82.21%
Real Estate
0.00% 0.00% 21.17% 91.35%
Basic Materials
0.00% 0.00% 22.74% 93.41%

Stock Geographic Breakdown

Weighting Return Low Return High PIGFX % Rank
US
100.04% 0.00% 139.54% 0.96%
Non US
0.00% 0.00% 88.01% 95.81%

PIGFX - Expenses

Operational Fees

PIGFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.07% 0.01% 13.41% 31.31%
Management Fee 0.61% 0.00% 1.50% 46.14%
12b-1 Fee 0.25% 0.00% 1.00% 52.44%
Administrative Fee N/A 0.01% 1.02% N/A

Sales Fees

PIGFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% 0.00% 8.50% 17.79%
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

PIGFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 1.00% 5.00% 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.

PIGFX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 24.00% 0.00% 414.00% 24.41%

PIGFX - Distributions

Dividend Yield Analysis

PIGFX Category Low Category High PIGFX % Rank
Dividend Yield 0.00% 0.00% 5.55% 75.94%

Dividend Distribution Analysis

PIGFX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Semi-Annually

Net Income Ratio Analysis

PIGFX Category Low Category High PIGFX % Rank
Net Income Ratio -0.10% -56.00% 1.83% 48.42%

Capital Gain Distribution Analysis

PIGFX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Dividend Payout History

View More +

PIGFX - Fund Manager Analysis

Managers

Andrew Acheson


Start Date

Tenure

Tenure Rank

Jan 12, 2007

14.47

14.5%

Andrew Acheson, Managing Director and Director of Growth, U.S. of Amundi Pioneer. Mr Acheson joined Pioneer as a portfolio manager in May 2001 and has been an investment professional since 1994. Mr. Acheson earned his Master’s in Business Administration at the Cranfield School of Management, England in 1994.

Paul Cloonan


Start Date

Tenure

Tenure Rank

Nov 01, 2012

8.67

8.7%

Paul Cloonan is a Senior Vice President and Portfolio Manager with a focus on large-cap equities. He is Co-Portfolio Manager on Amundi Pioneer U.S. Concentrated Growth and Amundi Pioneer U.S. Disciplined Growth strategies.

David Chamberlain


Start Date

Tenure

Tenure Rank

Apr 28, 2021

0.17

0.2%

Mr. Chamberlain, Vice President of Amundi US, joined Amundi US in 2018 as an analyst. Prior to joining Amundi US, Mr. Chamberlain was a senior analyst at Sapience Investments, LLC since 2016. Prior thereto, Mr. Chamberlain was an equity analyst at Wells Fargo Asset Management since 2013.

Yves Raymond


Start Date

Tenure

Tenure Rank

Apr 28, 2021

0.17

0.2%

Mr. Raymond, Vice President of Amundi US, joined Amundi US in 1999 as an analyst. Prior to joining Amundi US, Mr. Raymond was a consultant at Tecsult Ltd.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 53.53 7.55 1.5