4 / 5 Stars
4 3 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#62 in Large Growth
U.S. News evaluated 468 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 21.34 percent over the past year, 14.91 percent over the past three years, 19.17 percent over the past five years, and 7.73 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||7.7%|
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 also invest in investment grade and below investment grade debt securities (known as "junk bonds"), including below investment grade convertible debt securities and securities of issuers that are in default.
Fees are Average compared to funds in the same category.
Pioneer Fundamental Growth Fund has an expense ratio of 1.09 percent.
Risk is Low compared to funds in the same category according to Morningstar.