A Flexible Core Equity Strategy Pursuing Sustainable Growth

 

Pioneer Fund

Y-Share: PYODX | A-Share: PIODX 
C-Share: PCODX | R-Share: PIORX 

The Fund flexibly allocates to both value and growth companies via a concentrated, nimble portfolio, designed to help investors navigate transitions between equity styles. The Fund's portfolio managers integrate ESG analysis into their investment process and evaluate ESG-related risks.

Overall Y Share Morningstar RatingTM

(out of 1,289 funds in the Large Blend Category)

 

Morningstar Proprietary Risk-Adjusted Ratings Performance as of 5/31/2024
For more information about Morningstar Star RatingsTM, including methodology, visit our  Strength Across the Board  page. 

We believe investing in attractively valued, high quality, sustainable businesses that have high or improving ESG ratings can generate above average returns over time with reduced risk.

 

Downside risk mitigation with strong upside capture

Focusing on high-quality, sustainable, growing businesses has helped the Fund outperform in down markets and meaningfully participate in up markets equities at prices below intrinsic value coupled with a strict valuation and risk management we seek to limit downside risk. 

An Integrated, ESG-focused approach to evaluating the sustainability of a business*

The Fund’s sustainability analysis includes ESG, financial and competitive factors, which results in a concentrated portfolio of 40 to 70 stocks

Opportunistic allocation across growth and value stocks

The Portfolio’s core approach gives it the flexibility to migrate across the growth and value spectrum as we seek attractive investment opportunities, favoring companies benefitting from secular technology themes, such as 5G and artificial intelligence.

*Effective July 1, 2018 these guidelines were formally incorporated into the Fund's prospectus

A Track Record of Responsible Investing that Spans Over 95 Years

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