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Pioneer Fundamental Growth Fund Class A: (MF: PIGFX)
(NASDAQ Mutual Funds) As of Aug 5, 2024 08:00 PM ET
$33.17 USD
-1.00 (-2.93%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.69 | 27 |
| 3 months | 3.93 | 27 |
| 6 months | 15.69 | 27 |
| 1 Year | 29.25 | 18 |
| 3 Year | 10.22 | 9 |
| 5 Year | 16.38 | 11 |
| 10 Year | 14.02 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -31.73 |
| Bull Market (2/09 - 3/21) | 927.93 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 22.22 |
| 5 Year | 15.08 |
| 10 Year | 13.39 |
| Since Inception | 11.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.31 | 3.93 | NA | NA |
| 2023 | 8.47 | 9.60 | -0.83 | 12.65 |
| 2022 | -8.13 | -17.91 | -2.54 | 7.81 |
| 2021 | 2.40 | 9.56 | 0.02 | 9.94 |
| 2020 | -16.36 | 23.54 | 11.22 | 10.54 |
| 2019 | 14.41 | 4.58 | 2.96 | 8.64 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.69 | 32.82 | -20.76 | 23.39 | 27.03 | 33.85 | -0.59 | 22.62 | 3.57 | 5.55 | 14.87 |
| % Total Return Rel to Index | 0.39 | 6.57 | -2.56 | -5.28 | 8.62 | 2.36 | 3.79 | 0.82 | -8.35 | 4.16 | 1.22 |
| % Total Return Rel to Peer | 5.03 | 9.82 | -1.06 | 1.33 | 7.11 | 5.43 | 6.26 | 1.94 | -4.24 | 7.15 | 6.66 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 1.00 | 3.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.05 | 0.03 | 0.05 | 0.05 | 0.04 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.21 | 0.15 | 0.27 | 0.25 | 0.23 |
| Capital Gains ($) | 0.00 | 1.06 | 1.06 | 6.41 | 2.82 | 1.45 | 1.24 | 1.01 | 0.36 | 0.78 | 0.47 |
| Expense Ratio | 1.01 | 1.02 | 1.00 | 1.04 | 1.07 | 1.09 | 1.09 | 1.09 | 1.09 | 1.09 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%