Pioneer Fundamental Growth Fund Manager Performance Evaluation
| PFGRX Fund | USD 35.45 0.17 0.48% |
The fund holds a Beta of 0.83, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pioneer Fundamental's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pioneer Fundamental is expected to be smaller as well.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Fundamental Growth are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pioneer Fundamental is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.3900 |
Pioneer |
Pioneer Fundamental Relative Risk vs. Return Landscape
If you would invest 3,420 in Pioneer Fundamental Growth on August 27, 2024 and sell it today you would earn a total of 125.00 from holding Pioneer Fundamental Growth or generate 3.65% return on investment over 90 days. Pioneer Fundamental Growth is currently producing 0.0594% returns and takes up 0.8131% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Pioneer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pioneer Fundamental Current Valuation
Fairly Valued
Today
Please note that Pioneer Fundamental's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pioneer Fundamental holds a recent Real Value of $35.2 per share. The prevailing price of the fund is $35.45. We determine the value of Pioneer Fundamental from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pioneer Fundamental is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pioneer Mutual Fund. However, Pioneer Fundamental's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 35.45 | Real 35.2 | Hype 35.45 | Naive 35.02 |
The intrinsic value of Pioneer Fundamental's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pioneer Fundamental's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pioneer Fundamental Growth helps investors to forecast how Pioneer mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pioneer Fundamental more accurately as focusing exclusively on Pioneer Fundamental's fundamentals will not take into account other important factors: Pioneer Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pioneer Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pioneer Fundamental Growth, and traders can use it to determine the average amount a Pioneer Fundamental's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.073
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PFGRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Pioneer Fundamental is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pioneer Fundamental by adding it to a well-diversified portfolio.
Pioneer Fundamental Fundamentals Growth
Pioneer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pioneer Fundamental, and Pioneer Fundamental fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pioneer Mutual Fund performance.
| Price To Earning | 20.38 X | ||||
| Price To Book | 4.02 X | ||||
| Price To Sales | 2.62 X | ||||
| Total Asset | 106.07 M | ||||
About Pioneer Fundamental Performance
Evaluating Pioneer Fundamental's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pioneer Fundamental has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pioneer Fundamental has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities of large companies, that is, companies similar in size to issuers included in the Russell 1000 Growth Index. It primarily invests in securities of U.S. issuers.Things to note about Pioneer Fundamental performance evaluation
Checking the ongoing alerts about Pioneer Fundamental for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pioneer Fundamental help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pioneer Fundamental's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pioneer Fundamental's mutual fund performance include:- Analyzing Pioneer Fundamental's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pioneer Fundamental's stock is overvalued or undervalued compared to its peers.
- Examining Pioneer Fundamental's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pioneer Fundamental's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pioneer Fundamental's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pioneer Fundamental's mutual fund. These opinions can provide insight into Pioneer Fundamental's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pioneer Mutual Fund
Pioneer Fundamental 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 Fundamental security.
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |