Pioneer Fundamental Growth Fund Manager Performance Evaluation

PIGFX Fund  USD 32.83  0.39  1.17%   
The fund holds a Beta of 1.83, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Pioneer Fundamental will likely underperform.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pioneer Fundamental Growth are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Pioneer Fundamental showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date1st of August 2022
Expense Ratio0.9900
  

Pioneer Fundamental Relative Risk vs. Return Landscape

If you would invest  2,718  in Pioneer Fundamental Growth on November 2, 2025 and sell it today you would earn a total of  565.00  from holding Pioneer Fundamental Growth or generate 20.79% return on investment over 90 days. Pioneer Fundamental Growth is currently producing 0.3602% returns and takes up 3.4313% volatility of returns over 90 trading days. Put another way, 30% of traded mutual funds are less volatile than Pioneer, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Pioneer Fundamental is expected to generate 4.59 times more return on investment than the market. However, the company is 4.59 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Pioneer Fundamental Current Valuation

Undervalued
Today
32.83
Please note that Pioneer Fundamental's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pioneer Fundamental holds a recent Real Value of $34.81 per share. The prevailing price of the fund is $32.83. 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  32.83 Real  34.81 Hype  32.83 Naive  31.69
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.
34.81
Real Value
38.24
Upside
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
32.8233.4234.01
Details
Hype
Prediction
LowEstimatedHigh
29.4032.8336.26
Details
Naive
Forecast
LowNext ValueHigh
28.2631.6935.12
Details
Below is the normalized historical share price chart for Pioneer Fundamental Growth extending back to December 16, 2005. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pioneer Fundamental stands at 32.83, as last reported on the 31st of January, with the highest price reaching 32.83 and the lowest price hitting 32.83 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Pioneer Fundamental Target Price Odds to finish over Current Price

The tendency of Pioneer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 32.83 90 days 32.83 
about 28.03
Based on a normal probability distribution, the odds of Pioneer Fundamental to move above the current price in 90 days from now is about 28.03 (This Pioneer Fundamental Growth probability density function shows the probability of Pioneer Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.83 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Pioneer Fundamental will likely underperform. Additionally Pioneer Fundamental Growth has an alpha of 0.2643, implying that it can generate a 0.26 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Pioneer Fundamental Price Density   
       Price  

Predictive Modules for Pioneer Fundamental

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pioneer Fundamental. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
29.4032.8336.26
Details
Intrinsic
Valuation
LowRealHigh
31.3834.8138.24
Details
Naive
Forecast
LowNextHigh
28.2631.6935.12
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
32.8233.4234.01
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pioneer Fundamental. Your research has to be compared to or analyzed against Pioneer Fundamental's peers to derive any actionable benefits. When done correctly, Pioneer Fundamental's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Pioneer Fundamental.

Pioneer Fundamental Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Pioneer Fundamental is not an exception. The market had few large corrections towards the Pioneer Fundamental's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pioneer Fundamental Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pioneer Fundamental within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.26
β
Beta against Dow Jones1.83
σ
Overall volatility
3.23
Ir
Information ratio 0.09

Pioneer Fundamental Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pioneer Fundamental for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pioneer Fundamental can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Pioneer Fundamental had very high historical volatility over the last 90 days
The fund maintains 96.48% of its assets in stocks

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.

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.
Pioneer Fundamental had very high historical volatility over the last 90 days
The fund maintains 96.48% of its assets in stocks
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.
It's essential to remember that evaluating Pioneer Fundamental's mutual fund performance is not an exact science, and many factors can impact Pioneer Fundamental's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
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