Pioneer Series Trust XIV - Pioneer Global Sustainable Growth Fund (SUGYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.73
0.00 (0.00%)
Jul 24, 2025, 8:30 AM EST
Fund Assets3.22M
Expense Ratio0.70%
Min. Investment$5,000,000
Turnover21.00%
Dividend (ttm)0.03
Dividend Yield0.21%
Dividend Growth-55.52%
Payout FrequencyAnnual
Ex-Dividend Daten/a
Previous Close9.73
YTD Return5.05%
1-Year Return13.53%
5-Year Returnn/a
52-Week Low10.97
52-Week High12.88
Beta (5Y)n/a
Holdings49
Inception DateMay 7, 2021

About SUGYX

Victory Pioneer Global Growth Fund Class Y is a mutual fund focused on achieving long-term capital growth through investments in equity securities of companies located across the globe. The fund primarily holds large-cap growth stocks, diversifying its portfolio among various sectors such as technology, communication services, financial services, and industrials. Its notable holdings include leading multinational corporations such as Amazon.com, Alphabet, Microsoft, and Apple, reflecting its emphasis on innovative and high-growth enterprises. Approximately 39% of its assets are allocated to its top ten holdings, highlighting a concentrated approach within its global scope. The fund may allocate up to 20% of its assets to emerging market issuers and can participate in initial public offerings. With an expense ratio of 0.70%, the fund is structured for institutional investors, offering a below-average distribution fee level. Additionally, Victory Pioneer Global Growth Fund Class Y adheres to certain sustainability criteria, seeking to avoid companies associated with controversial weapons, tobacco, and thermal coal, thereby aligning with socially responsible investment practices. The fund plays a significant role for investors seeking global equity exposure with a growth orientation and an ESG-conscious framework.

Fund Family Victory Capital
Category World Large-Stock Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SUGYX
Share Class Class Y
Index MSCI AC World Growth NR

Performance

SUGYX had a total return of 13.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.51%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
SUGAX: Class A1.00%
SUGCX: Class C1.75%

Top 10 Holdings

39.39% of assets
NameSymbolWeight
Amazon.com, Inc.AMZN5.92%
Microsoft CorporationMSFT4.84%
Alphabet Inc.GOOG4.77%
NVIDIA CorporationNVDA4.52%
Mastercard IncorporatedMA3.51%
Uber Technologies, Inc.UBER3.46%
Hensoldt AGHAG3.21%
The Progressive CorporationPGR3.11%
Samsung Electronics Co Ltd0059303.08%
Nintendo Co Ltd79742.98%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.0262Dec 26, 2024
Dec 26, 2023$0.0589Dec 26, 2023
Dec 28, 2022$0.0477Dec 28, 2022
Dec 29, 2021$0.0079Dec 29, 2021
Full Dividend History