Morningstar

Pioneer Global Sustainable Growth A SUGAX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 12.46  /  +0.81 %
  • Total Assets 3.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 38%

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

Morningstar’s Analysis SUGAX

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

  • People Pillar

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

Pioneer Global Sustainable Growth A'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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SUGAX

More SUGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.71 167,790
Consumer Cyclical

Alphabet Inc Class C

4.97 145,957
Communication Services

Microsoft Corp

4.12 120,971
Technology

International Business Machines Corp

3.55 104,299
Technology

Eli Lilly and Co

3.50 102,722
Healthcare

Apple Inc

3.33 97,783
Technology

RELX PLC

3.31 97,111
Industrials

Advanced Micro Devices Inc

3.25 95,524
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.10 91,001
Technology

Mastercard Inc Class A

3.05 89,418
Financial Services

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