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Pioneer Fundamental Growth Fund Class R: (MF: PFGRX)
(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET
$32.51 USD
-0.76 (-2.28%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.51 | 28 |
| 3 months | 3.86 | 28 |
| 6 months | 15.51 | 28 |
| 1 Year | 28.78 | 19 |
| 3 Year | 9.79 | 11 |
| 5 Year | 15.94 | 14 |
| 10 Year | 13.92 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 28.78 |
| 5 Year | 15.94 |
| 10 Year | 13.92 |
| Since Inception | 14.49 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.22 | 3.86 | NA | NA |
| 2023 | 8.36 | 9.51 | -0.90 | 12.50 |
| 2022 | -8.24 | -17.99 | -2.64 | 7.72 |
| 2021 | 2.34 | 9.44 | -0.08 | 9.84 |
| 2020 | -16.40 | 23.40 | 11.14 | 10.42 |
| 2019 | 14.32 | 4.54 | 2.85 | 8.54 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.51 | 32.29 | -21.08 | 22.92 | 26.60 | 33.41 | -0.92 | 22.29 | 3.28 | 6.00 | 16.51 |
| % Total Return Rel to Index | 0.21 | 6.04 | -2.88 | -5.75 | 8.20 | 1.92 | 3.46 | 0.50 | -8.65 | 4.61 | 2.86 |
| % Total Return Rel to Peer | 4.85 | 9.29 | -1.38 | 0.86 | 6.68 | 4.99 | 5.93 | 1.61 | -4.53 | 7.60 | 8.30 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 1.00 | 3.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.03 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.15 | 0.00 |
| Capital Gains ($) | 0.00 | 1.06 | 1.06 | 6.41 | 2.82 | 1.45 | 1.24 | 1.01 | 0.36 | 0.78 | 0.94 |
| Expense Ratio | 1.39 | 1.40 | 1.40 | 1.39 | 1.40 | 1.39 | 1.40 | 1.40 | 1.40 | 1.40 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%