About PIOTX
Pioneer Core Equity Fund Class A is a mutual fund designed to provide long-term capital growth by investing primarily in large-cap U.S. equities. This fund typically allocates at least 80% of its net assets to equity securities, reflecting a core strategy that balances exposure across major sectors and industries within the large-cap segment of the market. The investment approach is categorized as "large blend," meaning the fund seeks a mix of growth and value stocks without a heavy tilt toward either style.
Notably, the fund incorporates a variety of strategies aimed at minimizing taxable distributions, striving for tax efficiency for shareholders. The portfolio is diversified, with approximately 55 holdings, and has significant positions in leading technology, financial services, and healthcare companies, such as Alphabet, Amazon, Microsoft, and Eli Lilly. Pioneer Core Equity Fund Class A has a semi-annual dividend payout schedule and maintains a focus on consistent capital appreciation. Through broad market exposure and active management, the fund plays a foundational role in many diversified investment portfolios, serving as a core holding for investors seeking stable participation in the overall U.S. equity market.
Fund Family Victory Capital Management Inc.
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PIOTX
Share Class Class A
Index S&P 500 TR
PIOTX had a total return of 15.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.39%.
