Pioneer Y
(PYODX)
+0.40
+1.05%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 38.05 |
| Category | Large Blend |
| Net Assets | 560.99 Mil |
| Yield | 1.22% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks reasonable income and capital growth. The fund invests in a broad group of carefully selected securities that the fund's adviser believes are reasonably priced, rather than in securities whose prices reflect a premium resulting from their current market popularity. It invests predominantly in equity securities. The fund may invest up to 15% of its total assets in equity and debt securities of non-U.S. issuers. The fund primarily invests in securities of U.S. issuers. It may invest up to 15% of its total assets in equity and debt securities of non-U.S. issuers. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 24.86% | 16.17% | -4.22% | 10.29% | 18.24% |
| Value ($) | 12,486.00 | 14,504.99 | 13,892.88 | 15,322.46 | 18,117.28 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Pioneer Investments |
| Fund Manager | John Carey |
| Tenure (Years) | 27 |
| Fund Status | Open |
| Minimum Initial Purchase | 5.00 Mil |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.66% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.55% |
| 3 Months | 10.35% |
| 1 Year | 28.85% |
| 3 Years* | 12.55% |
| 5 Years* | 3.56% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| PYODX | Large Blend | |
|---|---|---|
| 5-Yr Return | 3.56% | 4.18% |
| Sharpe Ratio | 0.61 | 0.74 |
| Net Assets | 560.99 Mil | 850.99 Mil |
| Avg Market Cap | 40.83 Bil | 42.44 Bil |
| Avg P/E | 15.72 | 13.91 |
| Portfolio Turnover | 41 | 52 |
| Symbol | Value ($) |
|---|---|
| Stocks | 99.79% |
| Cash | 0.21% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| The Hershey Company | 2.44% |
| John Wiley & Sons, Inc. Class A | 2.14% |
| Colgate-Palmolive Company | 2.10% |
| Wells Fargo & Co | 1.95% |
| HJ Heinz Company | 1.76% |
| Microsoft Corporation | 1.73% |
| Chubb Corp | 1.73% |
| Apple Inc | 1.69% |
| Chevron Corp | 1.67% |
| Johnson & Johnson | 1.66% |
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