Pioneer Fundamental Growth B
60 State Street 13th Floor Boston MA 02109
Phone: 800-225-6292
| Category: | Large Growth | | Fund Family: | Pioneer Investments | | Net Assets: | 3.96M | | Year-to-Date Return: | -3.47% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Dec-05 |
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Andrew Acheson
Lead Manager since
17-Jan-07 | | | Acheson is a portfolio manager and vice president with Pioneer Investment Management, his employer since May 2001. Prior to his current position, he was a portfolio manager at Pioneer Investment Management Limited (formerly known as Europlus Investment Management & Research Ltd.) (Ireland) from 1999 to 2001 and at Setanta Asset Management (Ireland) from 1998 to 1999. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks Long-term capital growth. The fund invests normally at least 80% of net assets in equity securities of large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth index. The Russell 1000 Growth index is a large-capitalization index that measures the performance of companies in the index with higher price-to-book ratios and higher forecasted growth values. It may invest up to 20% of total assets in equity and debt securities of non-U.S. corporate issuers and debt securities of non-U.S. government issuers. The fund invests up to 10% of total assets in the securities of emerging-markets issuers. |
| Last Dividend
| N/A | | Last Cap Gain
(24-Nov-09):
| 0.58 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 109.93% |
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| Expense | FUNBX | Category
Avg | | Total Expense Ratio: | 2.15%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 4.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,517 | $653 | | 5 Yr Expense Projection*: |
$2,319 | $1,027 | | 10 Yr Expense Projection*: |
$4,556 | $2,050 |
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0.11 (1.14%)
