Pioneer Fundamental Growth Fund Quote

FUNYX Fund  USD 36.82  0.05  0.14%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Pioneer Fundamental is trading at 36.82 as of the 3rd of December 2024; that is 0.14% down since the beginning of the trading day. The fund's open price was 36.87. Pioneer Fundamental has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Pioneer Fundamental Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of December 2022 and ending today, the 3rd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets 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. More on Pioneer Fundamental Growth

Moving together with Pioneer Mutual Fund

  1.0PFGRX Pioneer FundamentalPairCorr
  0.74CVCFX Pioneer Disciplined ValuePairCorr
  0.73CVFCX Pioneer Disciplined ValuePairCorr
  0.73CVFYX Pioneer Disciplined ValuePairCorr
  0.73CVKFX Pioneer Disciplined ValuePairCorr

Moving against Pioneer Mutual Fund

  0.48STIRX Pioneer Strategic IncomePairCorr
  0.46STRYX Pioneer Strategic IncomePairCorr

Pioneer Mutual Fund Highlights

Fund ConcentrationAmundi US Funds, Large Growth Funds, Large Growth, Amundi US, Large Growth, Large Growth (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of August 2022
Fiscal Year EndMarch
Pioneer Fundamental Growth [FUNYX] is traded in USA and was established 3rd of December 2024. Pioneer Fundamental is listed under Amundi US category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Amundi US family. This fund currently has accumulated 5.98 B in assets under management (AUM) with minimum initial investment of 5 M. Pioneer Fundamental is currently producing year-to-date (YTD) return of 22.1% with the current yeild of 0.0%, while the total return for the last 3 years was 9.8%.
Check Pioneer Fundamental Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Fundamental Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Pioneer Fundamental Growth Mutual Fund Constituents

CVSCVS Health CorpStockHealth Care
MAMastercardStockFinancials
TMOThermo Fisher ScientificStockHealth Care
SWKStanley Black DeckerStockIndustrials
SCHWCharles Schwab CorpStockFinancials
ROSTRoss StoresStockConsumer Discretionary
QCOMQualcomm IncorporatedStockInformation Technology
PYPLPayPal HoldingsStockFinancials
More Details

Pioneer Fundamental Risk Profiles

Pioneer Fundamental Against Markets

Other Information on Investing in Pioneer Mutual Fund

Pioneer Fundamental financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Fundamental security.
Sectors
List of equity sectors categorizing publicly traded companies based on their primary business activities
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