Morningstar

Pioneer Global Sustainable Value Y PSUYX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 12.78  /  +1.03 %
  • Total Assets 3.0 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 2.36%
  • Turnover 81%

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

Morningstar’s Analysis PSUYX

Will PSUYX 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 PSUYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSUYX 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 PSUYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pioneer Global Sustainable Value Y's Average People Pillar and Process 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSUYX

More PSUYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.11 92,083
Energy

Cardinal Health Inc

3.05 90,289
Healthcare

CRH PLC

2.99 88,404
Basic Materials

ABN AMRO Bank NV NLDR

2.88 85,086
Financial Services

KB Financial Group Inc ADR

2.85 84,279
Financial Services

International Business Machines Corp

2.81 83,278
Technology

Persimmon PLC

2.80 82,911
Consumer Cyclical

Exxon Mobil Corp

2.60 76,779
Energy

AbbVie Inc

2.51 74,205
Healthcare

Wells Fargo & Co

2.41 71,275
Financial Services

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