2 / 5 Stars
2 2 4 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#199 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 24.74 percent over the past year, 12.51 percent over the past three years, 16.08 percent over the past five years, and 7.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.7%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||7.1%|
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.
Fees are Above Average compared to funds in the same category.
Pioneer Fund has an expense ratio of 0.97 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.