Focused Large-Cap Growth Strategy that Seeks Quality Investments

 

Pioneer Disciplined Growth Fund

Y-Share: INYDX | A-Share: PINDX
C-Share: INDCX | K-Share: INKDX

The Fund seeks long-term capital growth through an investment approach that includes fundamental and quantitative analysis, investing in a portfolio comprised primarily of US large-cap growth stocks.

Overall Y Share Morningstar RatingTM

(out of 1109 funds in the Large Growth Category)

 

Morningstar Proprietary Risk-Adjusted Ratings Performance as of 4/30/2024
For more information about Morningstar Star RatingsTM including methodology, visit our Strength Across the Board page. 

We believe in a consistent, disciplined investment process based on fundamental research, quantitative analysis and active portfolio management. This three-pillared approach is supported by a management team that seeks a careful balance of risk and reward, which we apply to each of our investment portfolios

  • “Career Analyst” Model: – We believe our team’s extensive experience allows us to leverage a deeper understanding of industry dynamics, secular and cyclical themes, and fundamental risks
  • Consistently Applied Valuation Framework:  – Fundamental valuation analysis driven primarily by proprietary economic value added (EVA) framework
  • Disciplined Portfolio Construction: – Conviction weighted portfolio construction process with a substantial risk overlay designed to maximize the risk-return profile

   

      

Learn more about Pioneer Disciplined Growth Fund

Fund Overview
Fund Factsheet

     

Pioneer Disciplined Growth Fund - Fund Overview

A Word About Risk: Pioneer Disciplined Growth Fund

The market prices of securities may go up or down, sometimes rapidly or unpredictably, due to general market conditions, such as real or perceived adverse economic, political, or regulatory conditions, recessions, inflation, changes in interest or currency rates, lack of liquidity in the bond markets, the spread of infectious illness or other public health issues or adverse investor sentiment. The Fund may invest in fewer than 40 securities and, as a result, its performance may be more volatile than the performance of other funds holding more securities. Investing in small- and mid-sized companies may offer the potential for higher returns, but are also subject to greater short-term price fluctuations than larger, more established companies. Investing in foreign and/or emerging markets securities involves risks relating to interest rates, currency exchange rates, economic, and political conditions.

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-2024-09-11-ADID-3103648-1Y-T