Morningstar

Pioneer Global Sustainable Equity K PGEKX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 20.68  /  +1.03 %
  • Total Assets 551.5 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.53%
  • Turnover 63%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:57 AM GMT+0

Morningstar’s Analysis PGEKX

Will PGEKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGEKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGEKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PGEKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pioneer Global Sustainable Equity K's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PGEKX

More PGEKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

3.82 20.7 Mil
Technology

Cardinal Health Inc

3.42 18.5 Mil
Healthcare

CRH PLC

3.34 18.1 Mil
Basic Materials

KB Financial Group Inc

3.24 17.6 Mil
Financial Services

Shell PLC ADR (Representing - Ordinary Shares)

2.94 15.9 Mil
Energy

Sanofi SA

2.92 15.9 Mil
Healthcare

Amazon.com Inc

2.90 15.7 Mil
Consumer Cyclical

Alphabet Inc Class A

2.80 15.2 Mil
Communication Services

Advanced Micro Devices Inc

2.80 15.2 Mil
Technology

Samsung Electronics Co Ltd

2.74 14.9 Mil
Technology

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