Morningstar

Pioneer Mid Cap Value K PMCKX

Morningstar Medalist Rating
Medalist Rating as of | See Amundi Investment Hub
  • NAV / 1-Day Return 25.74  /  +0.51 %
  • Total Assets 743.3 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 1.64%
  • Turnover 45%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis PMCKX

Will PMCKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PMCKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PMCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pioneer Mid Cap Value K's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PMCKX

More PMCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Corporation

3.70 27.1 Mil
Financial Services

eBay Inc

3.15 23.1 Mil
Consumer Cyclical

Public Service Enterprise Group Inc

2.81 20.6 Mil
Utilities

Coterra Energy Inc Ordinary Shares

2.78 20.4 Mil
Energy

Raymond James Financial Inc

2.70 19.8 Mil
Financial Services

AerCap Holdings NV

2.69 19.7 Mil
Industrials

Zimmer Biomet Holdings Inc

2.65 19.4 Mil
Healthcare

Regions Financial Corp

2.57 18.8 Mil
Financial Services

Truist Financial Corp

2.52 18.5 Mil
Financial Services

M&T Bank Corp

2.51 18.4 Mil
Financial Services

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