4 / 5 Stars
5 5 5 3 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#51 in Large Growth
U.S. News evaluated 473 Large Growth 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 13.31 percent over the past year, 12.79 percent over the past three years, 7.60 percent over the past five years, and 8.79 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.9%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||7.6%|
|10 Years (Annualized)||8.8%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth Index. It primarily invests in securities of U.S. issuers. The fund may invest up to 20% of its total assets in equity and debt securities of non-U.S. issuers.
Fees are Average compared to funds in the same category.
Pioneer Fundamental Growth Fund has an expense ratio of 1.19 percent.
Risk is Low compared to funds in the same category according to Morningstar.