ESG Products

1Out of 536 (3-Year) and 486 (5-Year) Lipper Large-Cap Core Funds Classification. Based on historical risk-adjusted returns of Class Y shares, relative to peers as of 11/30/2020. For more information about Lipper Fund Awards from Refinitiv, including methodology please see Pioneer Fund Lipper Awards Flyer

Refinitiv Lipper Fund Awards United States 2021. ©2021 Refinitiv. All rights reserved. Used under license.

Doing Good While Seeking to do Well

Since the Fund’s inception in 1928, we have invested in quality, sustainable businesses - from both a competitive and ESG perspective - that provide useful goods and services to society.

 

Socially Responsible Investing

For over 60 years, the portfolio managers have applied socially responsible investment screens to avoid tobacco, alcohol and gambling stocks. Companies that seek to achieve favorable outcomes for diverse stakeholders - beyond solely focusing on the bottom line - provide investors with the opportunity for enduring returns through a range of market environments. 

Managing Risk

Fund managers focus on quality value and growth companies that offer a strong business model, sustainable competitive advantages and shareholder orientation. By targeting equities at prices below intrinsic value, we seek to limit downside risk. This helps us pursue the best opportunities for risk-adjusted returns over time. 

Qualitative Research

The Fund seeks to include securities which offer attractive risk/reward ratio through analysis of industry structure, business outlook and financials. Focuses include profitability and growth, sustainable competitive advantages, and shareholder-friendly activity.

Active Management Outperformed Over The Long Term

A Shift Towards Cyclicals in 2020 Has Benefited Pioneer Fund in 2021

See how Pioneer Fund is positioned to pursue cyclical opportunities in 2021.

  Download PDF

Pioneer Fund has helped investors pursue their goals for  over 90 years —through wars, recessions and a long list of other market highs and lows. In addition, the Fund has outpaced the popular investments shown here, as well as inflation, since its inception.

  Download PDF

Pioneer Fund AATR

Average Annual Total Returns through 9/30/2021

 

 

YTD

1-Year

3-Year

5-Year

10-Year

Since Inception
(2/13/1928)

Pioneer Fund (Y Share)

16.01%

27.56%

19.12%

18.90%

16.35%

12.13%

A Share w/o sales charge

15.72%

27.09%

18.79%

18.60%

16.02%

12.04%

A Share w/sales charge

9.06%

19.77%

16.47%

17.20%

15.33%

11.97%

S&P 500® Index

15.92%

30.00%

15.99%

16.90%

16.63%

9.67%

 

Gross Expense Ratio (A): 1.08% | (Y): 0.83%. Net Expense Ratio (Y): 0.61%. The Net Expense Ratio reflects contractual expense limitations currently in effect through 5/1/2022 for Class Y Shares. There can be no assurance that Amundi US will extend the expense limitations beyond such time. Please see the prospectus and financial statements for more information.

pfund-mountain-chart-2021_v1