Pioneer Disciplined Growth Fund Quote
INDCX Fund | USD 11.29 0.01 0.09% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pioneer Disciplined is trading at 11.29 as of the 24th of March 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 11.3. Pioneer Disciplined has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 24th of March 2025. Click here to learn more.
The fund invests primarily in equity securities of U.S. issuers. Equity securities include common stocks and other equity instruments, such as funds that invest primarily in equity securities, depositary receipts, warrants, rights, equity interests in real estate investment trusts and preferred stocks. More on Pioneer Disciplined Growth
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PIONEER Mutual Fund Highlights
Thematic Ideas | (View all Themes) |
Fund Concentration | Amundi US Funds, Large Growth Funds, Large Growth Funds, Large Blend Funds, Large Growth, Amundi US, Large Growth, Large Growth (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 28th of December 2022 |
Fiscal Year End | August |
Pioneer Disciplined Growth [INDCX] is traded in USA and was established 24th of March 2025. Pioneer Disciplined is listed under Amundi US category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Amundi US family. The entity is thematically classified as Large Growth Funds. This fund currently has accumulated 1.84 B in assets under management (AUM) with no minimum investment requirementsPioneer Disciplined is currently producing year-to-date (YTD) return of 0.83%, while the total return for the last 3 years was 6.81%.
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 Growth 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 Growth Mutual Fund Constituents
DHR | Danaher | Stock | Health Care | |
ADSK | Autodesk | Stock | Information Technology | |
CDW | CDW Corp | Stock | Information Technology | |
APH | Amphenol | Stock | Information Technology | |
ORCL | Oracle | Stock | Information Technology | |
ADP | Automatic Data Processing | Stock | Industrials | |
COST | Costco Wholesale Corp | Stock | Consumer Staples | |
MMC | Marsh McLennan Companies | Stock | Financials |
Pioneer Disciplined Risk Profiles
Mean Deviation | 0.9681 | |||
Standard Deviation | 1.26 | |||
Variance | 1.6 | |||
Risk Adjusted Performance | (0.1) |
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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