Mutual Funds - Profile

Pioneer Core Equity Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight companies that exhibit above average growth potential. The process also focuses on undervalued companies that are trading at discounts to their estimated intrinsic values.

The research team looks for securities that provide a favorable risk/reward outcome relative to the benchmark index based on fundamental research and valuation.

The team evaluates a security’s potential value based on the company’s quality, growth, risk, and prospects for future economic profit growth.

In More

Price

  • Last Close
  • $25.9
    +0.07
  • 52 Week HL
  • $26.87 - $19.3
  • Net Assets
  • $1724.8 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Jul 08, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • Craig Sterling
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
15.6 % YTD

  • 3 Year
  • 38.4%
  • 5 Year
  • 0%
  • Best
  • 27.04%
    2019
  • Worst
  • 10.74%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CERPX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.4% -19% 14.3% - - - - - - - -
Q2 7.7% 20.2% 2.2% -100% - - - - - - -
Q3 -0.4% 9.1% 0.4% 4.5% - - - - - - -
Q4 1.2% 4.3% 5.8% -14.9% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -2.5% 4.2% 4.8% 5.4% 0.6% 1.6% 1.6% 2.9% -4.7% 1.2% - -
2020 0.1% -8.2% -11.9% 13% 3.8% 2.5% 5.8% 6% -2.7% -1.5% 3% 2.8%

Annual Return

Index Comparison

Alpha

NAV