Pioneer Disciplined Value Fund Quote
| CVFYX Fund | USD 15.80 0.13 0.83% |
Performance6 of 100
| Odds Of DistressLess than 19
|
Pioneer Disciplined is trading at 15.80 as of the 31st of January 2025; that is 0.83% up since the beginning of the trading day. The fund's open price was 15.67. Pioneer Disciplined has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. issuers. For purposes of the funds investment policies, equity securities include common stocks and other equity instruments, such as securities of other investment companies that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. More on Pioneer Disciplined Value
Moving together with Pioneer Mutual Fund
Pioneer Mutual Fund Highlights
| Fund Concentration | Amundi US Funds, Large Value Funds, Large Value, Amundi US (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of December 2022 |
| Fiscal Year End | August |
Pioneer Disciplined Value [CVFYX] is traded in USA and was established 31st of January 2025. Pioneer Disciplined is listed under Amundi US category by Fama And French industry classification. The fund is listed under Large Value category and is part of Amundi US family. This fund currently has accumulated 422.49 M in assets under management (AUM) with minimum initial investment of 5 M. Pioneer Disciplined Value is currently producing year-to-date (YTD) return of 5.65% with the current yeild of 0.03%, while the total return for the last 3 years was 5.62%.
Check Pioneer Disciplined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pioneer Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pioneer Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pioneer Disciplined Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pioneer Disciplined Value Mutual Fund Constituents
| GS | Goldman Sachs Group | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| MAS | Masco | Stock | Industrials | |
| MRK | Merck Company | Stock | Health Care | |
| LLY | Eli Lilly and | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| BSX | Boston Scientific Corp | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples |
Pioneer Disciplined Top Holders
| BALRX | Pioneer Solutions Balanced | Mutual Fund | World Allocation | |
| IMOYX | Pioneer Solutions | Mutual Fund | World Allocation | |
| PIALX | Pioneer Solutions | Mutual Fund | World Allocation | |
| PIDCX | Pioneer Solutions | Mutual Fund | World Allocation |
Pioneer Disciplined Value Risk Profiles
| Mean Deviation | 0.6121 | |||
| Semi Deviation | 0.7483 | |||
| Standard Deviation | 0.8269 | |||
| Variance | 0.6838 |
Pioneer Disciplined Against Markets
Other Information on Investing in Pioneer Mutual Fund
Pioneer Disciplined financial ratios help investors to determine whether Pioneer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pioneer with respect to the benefits of owning Pioneer Disciplined security.
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