Morningstar

Pioneer Y PYODX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 45.80  /  +1.04 %
  • Total Assets 9.2 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.85%
  • Turnover 64%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:53 AM GMT+0

Morningstar’s Analysis PYODX

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

  • People Pillar

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

Overdue upgrade.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Increased conviction in the execution of Pioneer Fund’s considered approach warrants higher praise.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PYODX

More PYODX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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