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 1,277 funds in the Large Blend Category)
Morningstar Sustainability RatingsTM

(out of 1,447 funds in the Large Blend Category 
based on 100% of AUM)

Morningstar Proprietary Risk-Adjusted Ratings Performance as of 8/31/2023
Morningstar Sustainability Ratings as of 7/31/2023  
For more information about Morningstar Star RatingsTM, including methodology, visit our  Strength Across the Board  page. 
For more information about Morningstar Sustainability RatingsTM, please visit our  Sustainability Ratings  page.

Pioneer Fund for Generations. Celebrating 95 Years.

With its consistently managed and well-conceived portfolio, Pioneer Fund has served every generation of investors since 1928. Through the years, the Fund has proven that a flexible approach to a core equity allocation can help investors weather the market’s ups and downs, that patience can yield better results than panic, and that thorough research is essential to consistent portfolio management. For generations, Pioneer Fund has sought investments with real value for every future.

By the Numbers

Celebrating 95 Years

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

pfund-mountain-chart-2023 - Q2