PIOTX: Pioneer Core Equity Fund - MutualFunds.com
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Pioneer Core Equity A

PIOTX - Snapshot

Vitals

  • YTD Return 16.7%
  • 3 Yr Annualized Return 17.6%
  • 5 Yr Annualized Return 17.8%
  • Net Assets $2.1 B
  • Holdings in Top 10 34.6%

52 WEEK LOW AND HIGH

$26.54
$20.91
$26.54

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.90%

SALES FEES

  • Front Load 5.75%
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 76.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

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

Fund Classification


Compare PIOTX to Popular U.S. Large-Cap Blend Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$110.31

-0.56%

$1.26 T

-

$0.00

16.47%

0.14%

$226.69

-0.59%

$1.26 T

0.93%

$2.13

16.30%

0.03%

$403.15

-0.49%

$753.41 B

1.30%

$5.29

17.06%

0.03%

$406.07

-0.53%

$753.41 B

-

$0.00

17.16%

0.14%

$438.51

-0.49%

$374.03 B

1.26%

$5.57

17.04%

0.09%

PIOTX - Profile

Distributions

  • YTD Total Return 16.7%
  • 3 Yr Annualized Total Return 15.3%
  • 5 Yr Annualized Total Return 16.4%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.78%
DIVIDENDS
  • Dividend Yield 0.5%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Pioneer Core Equity Fund
  • Fund Family Name
    Pioneer Investments
  • Inception Date
    Nov 18, 1999
  • Shares Outstanding
    N/A
  • Share Class
    A
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Craig Sterling

PIOTX - Performance

Return Ranking - Trailing

Period PIOTX Return Category Return Low Category Return High Rank in Category (%)
YTD 16.7% -71.4% 44.0% 57.20%
1 Yr 42.2% 6.4% 91.4% 34.29%
3 Yr 17.6%* -0.6% 25.5% 45.07%
5 Yr 17.8%* 4.5% 26.6% 19.06%
10 Yr 13.4%* 3.0% 16.4% 55.17%

* Annualized

Return Ranking - Calendar

Period PIOTX Return Category Return Low Category Return High Rank in Category (%)
2020 11.1% -94.0% 2181.7% 49.78%
2019 27.4% -22.7% 41.1% 24.50%
2018 -22.6% -100.0% 17.1% 88.38%
2017 14.3% -100.0% 33.2% 48.03%
2016 7.2% -44.8% 25.0% 44.69%

Total Return Ranking - Trailing

Period PIOTX Return Category Return Low Category Return High Rank in Category (%)
YTD 16.7% -71.4% 44.0% 57.57%
1 Yr 34.0% 6.4% 108.6% 80.19%
3 Yr 15.3%* -0.6% 26.6% 66.82%
5 Yr 16.4%* 4.5% 26.6% 45.13%
10 Yr 12.7%* 3.0% 16.4% 68.21%

* Annualized

Total Return Ranking - Calendar

Period PIOTX Return Category Return Low Category Return High Rank in Category (%)
2020 11.1% -94.0% 2181.7% 49.78%
2019 27.4% -21.6% 41.1% 24.58%
2018 -22.6% -100.0% 17.1% 93.83%
2017 14.3% -100.0% 33.2% 81.33%
2016 7.2% -13.4% 26.8% 71.65%

NAV & Total Return History


PIOTX - Holdings

Concentration Analysis

PIOTX Category Low Category High PIOTX % Rank
Net Assets 2.1 B 20 1.26 T 38.18%
Number of Holdings 59 2 3910 61.65%
Net Assets in Top 10 718 M -472 M 279 B 30.74%
Weighting of Top 10 34.62% 2.3% 100.0% 39.77%

Top 10 Holdings

  1. Bank of America Corp 5.18%
  2. Alphabet Inc A 5.01%
  3. Amazon.com Inc 4.83%
  4. Facebook Inc A 3.84%
  5. Microsoft Corp 3.33%
  6. The Walt Disney Co 2.76%
  7. Cisco Systems Inc 2.73%
  8. Schlumberger Ltd 2.68%
  9. Verizon Communications Inc 2.67%
  10. Qualcomm Inc 2.61%

Asset Allocation

Weighting Return Low Return High PIOTX % Rank
Stocks
100.00% 0.00% 152.50% 16.38%
Preferred Stocks
0.00% 0.00% 5.20% 42.48%
Other
0.00% -15.82% 100.00% 41.53%
Convertible Bonds
0.00% 0.00% 8.98% 39.18%
Cash
0.00% -87.42% 100.00% 80.21%
Bonds
0.00% -0.36% 82.68% 41.31%

Stock Sector Breakdown

Weighting Return Low Return High PIOTX % Rank
Technology
24.84% 0.00% 77.03% 30.32%
Financial Services
15.63% 0.00% 67.99% 32.07%
Consumer Cyclical
14.18% 0.00% 53.56% 14.34%
Healthcare
12.95% 0.00% 58.76% 63.81%
Communication Services
11.58% 0.00% 36.08% 25.58%
Industrials
9.88% 0.00% 62.09% 49.07%
Consumer Defense
4.42% 0.00% 51.01% 84.19%
Energy
2.68% 0.00% 19.92% 42.24%
Utilities
1.55% 0.00% 32.20% 65.89%
Real Estate
1.16% 0.00% 68.36% 73.35%
Basic Materials
1.16% 0.00% 31.64% 86.28%

Stock Geographic Breakdown

Weighting Return Low Return High PIOTX % Rank
US
98.78% 0.00% 149.97% 23.98%
Non US
1.22% 0.00% 63.63% 58.52%

PIOTX - Expenses

Operational Fees

PIOTX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.90% 0.01% 4.53% 33.30%
Management Fee 0.50% 0.00% 2.00% 44.35%
12b-1 Fee 0.25% 0.00% 1.00% 44.49%
Administrative Fee N/A 0.00% 0.95% N/A

Sales Fees

PIOTX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% 0.00% 5.75% 6.94%
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

PIOTX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.25% 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.

PIOTX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 76.00% 0.00% 363.00% 78.98%

PIOTX - Distributions

Dividend Yield Analysis

PIOTX Category Low Category High PIOTX % Rank
Dividend Yield 0.55% 0.00% 1.23% 42.69%

Dividend Distribution Analysis

PIOTX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Monthly Annually

Net Income Ratio Analysis

PIOTX Category Low Category High PIOTX % Rank
Net Income Ratio 0.78% -3.04% 2.71% 61.68%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

PIOTX - Fund Manager Analysis

Managers

Craig Sterling


Start Date

Tenure

Tenure Rank

May 29, 2015

6.09

6.1%

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.

Ashesh Savla


Start Date

Tenure

Tenure Rank

May 01, 2018

3.17

3.2%

Ashesh Savla is a Vice President and Team Leader of U.S. Equity Quantitative Research at Amundi Pioneer. He joined Amundi Pioneer in 2003.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 38.11 6.49 1.5