Our Awards and Recognition

   

2024 LSEG Lipper Fund Awards

Pioneer Global Sustainable Equity Fund (PGSYX) was recognized for performance in the Lipper Global Multi-Cap Value Funds category over the 10-year period. 

Out of 84 share classes and 31 portfolios. Based on historical risk-adjusted returns of Class Y shares, relative to peers as of 11/30/23. Please see below for additional LSEG Lipper information. LSEG Lipper Fund Awards. 

   

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Pioneer Multi-Asset Ultrashort Income Fund (MAUKX) was recognized for performance in the Lipper Ultra-Short Obligations Funds category over the 3-year period. 

Out of 133 share classes and 46 portfolios. Based on historical risk-adjusted returns of Class K shares, relative to peers as of 11/30/23.  Please see below for additional LSEG Lipper information. LSEG Lipper Fund Awards. 

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Rankings by Barron's Best Fund Families*:

Amundi US was recognized by Barron's magazine for its 2023 US Fund Performance.*  The rankings are based on an evaluation by Barron's list of Best Fund Families and LSEG Lipper of calendar year 2023 for fund performance. Out of 46 (10 year), 47 (5 year), & 49 (1 year) fund families. Based on asset-weighted total return.

Overall Rankings

 Taxable Bond

#7 for 10-year performance

#4 for 5-year performance

#24 for 1-year performance

#6 Fund Family in Mixed Equity

     

Morningstar Ratings | Strength Across the Board

Morningstar Medalist RatingsTM

The Morningstar Medalist RatingTM is a forward-looking qualitative rating of a fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over a full market cycle. The Medalist Rating is not a predictor of results, and it is not meant to replace investors’ due-diligence process.

Morningstar Medalist RatingsTM as of  February 29, 2024

Pioneer Bond Fund (Y Share)

Intermediate Core-Plus Bond Category

   

Pioneer Bond Fund (K Share)

Intermediate Core-Plus Bond Category

Pioneer International Equity Fund (Y Share)

Foreign Large Blend Category

   

Pioneer Strategic Income Fund (Y Share)

Multisector Bond Category

 

Other Awards and Accolades

At Amundi US, strength begins with our consistent, structured investment process based on research, active portfolio management and a careful balance of risk and reward. The results speak for themselves. Please note that not all Pioneer funds are ranked 4 or 5 stars.

The Morningstar Sustainability RatingTM aims to quantify how well the companies within a fund’s portfolio manage their environmental, social and governance risks and opportunities relative to the fund’s Morningstar category peers.

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About Barron's Best Fund Families

Source: Barron's, "Best Fund Families of 2023." February 29, 2024

*The 2023 Barron’s Best Fund Families List ranks the active management ability of qualifying companies. Rankings are based on the asset-weighted one-year returns as of 12/31/23, excluding 12b-1 fees and sales loads, of a company’s actively managed fund line up in five asset class categories: US Equity, World Equity, Mixed Asset, Taxable Bond, and Tax-Exempt Bond as determined by Barron’s. Overall ranking based on aggregate, weighted score across the five asset categories. To be included, firms must offer at least three actively managed mutual funds or active exchange-traded funds in LSEG Lipper’s general US stock category, plus one in world equity and one mixed-asset—such as balanced, or allocation fund. They also need to offer at least two taxable bond funds and one national tax-exempt bond fund. Performance data from Refinitiv Lipper. Past performance does not guarantee future results.

Amundi US ranked overall #7 of 46, #4 of 47, and #24 of 49 for the 10- ,5-, and 1-year periods respectively.

Global Sustainable Equity Performance

About the LSEG Lipper Fund Awards as of 12/31/2023 - Rank/Universe

 

1-Year

3-Year

5-Year

10-Year

Pioneer Global Sustainable Equity Y Share
among Lipper Global Multi-Cap Value Funds Classification

60/151

21/137

11/132

1/86

Pioneer Multi-Asset Ultrashort Income Fund K Share
among Lipper Ultra-Short Obligations Funds Classification

2/158

1/148

9/127

1/70

The performance data quoted represents past performance, which is no guarantee of future results. Lipper rankings are based on average annual total returns for listed periods and do not reflect any applicable sales load. Rankings for other classes may vary. Source: Lipper.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.

About the Morningstar Medalist Ratings

The Morningstar Medalist RatingTM is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Investment products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for Morningstar’s conviction in those products’ investment merits and determines the Medalist Rating they’re assigned. Pillar ratings take the form of Low, Below Average, Average, Above Average, and High. Pillars may be evaluated via an analyst’s qualitative assessment (either directly to a vehicle the analyst covers or indirectly when the pillar ratings of a covered vehicle are mapped to a related uncovered vehicle) or using algorithmic techniques. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and reevaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly. For more detailed information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures .

The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models whendetermined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology,economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate.

Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your financial professional or Amundi US for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our  literature section.

Securities offered through Amundi Distributor US, Inc.
60 State Street, Boston, MA 02109
Underwriter of Pioneer mutual funds, Member   SIPC.   

Not FDIC insured | May lose value | No bank guarantee Amundi Asset Management US, Inc.  Form CRS         Amundi Distributor US, Inc.  Form CRS 

EXP-2025-03-29-ADID-3475266-1Y-T