3 / 5 Stars
3 2 5 2 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#173 in Large Value
U.S. News evaluated 330 Large Value 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 15.17 percent over the past year, 9.78 percent over the past three years, and 4.20 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.2%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. The fund invests primarily in equity securities of U.S. issuers. Equity securities include common stocks, debt convertible to equity securities and other equity instruments, such as exchange-traded funds (ETFs) that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts (REITs) and preferred stocks. It may invest in issuers of any market capitalization. The fund may invest up to 10% of its total assets in securities of non-U.S. issuers. It may invest up to 5% of its net assets in below investment grade debt securities.
Fees are Low compared to funds in the same category.
Pioneer Disciplined Value Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.